VP, Regional Banking and Lending Consultant

Job Overview

The Regional Banking and Lending Consultant is a critical role within the Banking & Lending organization at LPL Financial. Our goal is to be the best firm in Wealth Management by providing top-notch banking and lending solutions that help advisors serve their clients' needs more comprehensively.

Responsibilities

• Serve as SCA, margin, and banking solutions expert and drive awareness among Advisors and the Advisor-facing LPL teams that support them.
• Educate Advisors on how to integrate banking and lending capabilities into their practices to better meet clients’ financial needs and expand their businesses.
• Develop and disseminate best practices and sales enablement tools that help Advisors identify clients’ banking and lending needs and the optimal solutions to meet them.
• Attend recruited Advisor HOVs and LPL conferences to market banking and lending solutions.
• Collaborate with the Advisor Transitions team to provide white-glove service to newly recruited Advisors and help them transition their clients’ loans to LPL.
• Collaborate with Advisors and their clients to develop tailored solutions for complex banking and lending needs.
• Serve as the voice of the Advisor and provide feedback and suggestions for continuous improvement to the Product Manager, Lending Solutions.

Requirements

• Bachelor's degree in Finance, Business Administration, or a related field.
• Series 7 License or ability to obtain within 90 days.
• 10+ years of experience within financial services with strong knowledge of banking and lending products including securities-backed lending and margin.
• Proven experience driving adoption of banking and lending products in an Advisor-led wealth management organization.
• Exceptional ability to build strong relationships with colleagues and Advisors.
• Adept at influencing colleagues and Advisors to embrace new ideas and methods.

Core Competencies

• Excellent verbal and written communication skills.
• Demonstrated ability to deliver compelling presentations to small and large audiences in a variety of venues.
• Strong desire and ability to solve problems and find creative solutions to meet Advisor and client needs.
• High commitment to owning the end-to-end resolution of issues.
• Ability to learn, assimilate, and communicate information effectively.
• Skilled at tailoring messages to diverse Advisor audiences with different business models.
• Willingness to travel as necessary to LPL’s sites and to visit key partners.
• Ability to work in a fast-paced, dynamic environment with a focus on results.

Pay Range

$120,304.00 - $200,438.00

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, 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. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC 5.19.26