Senior Business Development Consultant

Job Overview

As the Senior Recruiter, you’ll play a vital role in executing recruitment strategies that drive the growth and success of Financial Resources Group (FRG) in the Independent Advisor Network (IAN) affiliation model of LPL Financial. You’ll be responsible for identifying, engaging, and attracting top financial advisor talent both internally and externally, while effectively communicating our FRG and LPL IAN models’ unique value proposition.

Responsibilities

• Develop, manage, and maintain a robust recruiting pipeline of internal LPL advisor candidates through outreach initiatives driven at the firm level
• Possess the ability to prospect, source, and engage outside advisor candidates through outbound cold calls, campaigns, and responses to internal leads
• Achie target outreach goals and maintain consistent follow-up with leads
• Lead outreach campaigns aligned with the goals of FRG and IAN; actively monitor and analyze emerging trends, developments, and players across the industry landscape to generate recruiting opportunities
• Clearly articulate the benefits of affiliation with FRG and IAN, including business models, policies, and platform advantages
• Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
• Conduct virtual meetings to evaluate advisor business models and assess cultural fit and strategic alignment
• Collaborate with the VP of Enterprise Advisor Recruiting to evaluate advisors and their business
• Schedule, support, manage, and attend virtual and live due diligence visits to the FRG and IAN to address advisor questions and concerns
• Partner with Business Consultants to identify placement opportunities across the IAN network of offices
• Partner with senior members of the recruiting team for large recruiting opportunities

Requirements

• Minimum of 5 years of recruiting or sales experience, ideally within the financial services or wealth management industry
• Highly motivated and resilient by achieving sales targets consistently

Core Competencies

• Excellent verbal and written communication skills, with the ability to connect across all levels
• Demonstrated commitment to high standards of customer service, timeliness, and quality
• Professional, dependable, and discreet; able to handle confidential information with care
• Proven ability to resolve issues, solve problems, and remain positive under pressure
• Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook, Quickbase, Smartsheet

Preferences

• Bachelor’s degree in Business, Finance or related areas

Pay Range

$70,967.00 - $118,347.00

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.