Sr. Analyst - Business Development, Partial Book Acquisitions

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

Do you pride yourself on being a consultative sales professional with an entrepreneurial mindset? Are you looking for an opportunity to expand your advisor engagements with a subject that is top of mind for the most productive advisors in the industry? If so, an opportunity on the LPL Capital Partners Team could be for you!

LPL Financial is seeking a competitively driven individual to join our Book Sales Team to support a new offering that continues to evolve. The Sr. Analyst - Business Development, LPL Partial Book Sales role is an opportunity to help drive LPL's organic growth strategy and corporate business development. As a trusted partner, you will be part of an emerging team responsible for creating solutions, leading cross-functional teams, and contributing to the deep and thoughtful analysis that enables financial advisors and institutions to engage in an M&A transaction.

The role will support the team’s growth through generating new acquisition opportunities, building trust with acquisition targets, articulating LPL’s value proposition as compared to marketplace competitors, and participating in the development of LPL’s strategy by sharing key learnings and observation learned through participation in the marketplace.

Responsibilities:

• Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize a portion of their business to LPL Financial
• Demonstrate strong sales skills to drive results of acquired Assets Under Management
• Build and analyze financial models in Microsoft Excel to ultimately influence small business owners, i.e. Financial Advisors
• Confidently present and negotiate acquisition purchase offers & deal structures
• Generate, qualify, and nurture sales leads through targeted email campaign activities, prospecting, data mining, event follow up, and more
• Effectively manage and execute on a sales pipeline in Salesforce
• Prepare and conduct educational webinars for internal partners and leadership
• Provide industry subject matter expertise in Financial Services and Mergers & Acquisitions, (or the ability to quickly learn)
• Adopt new sales techniques and apply constructive feedback
• Ability to thrive in a high-paced environment, think-outside-the-box and provide creative solutions for complex scenarios
• Demonstrate a high level of professionalism, attention to detail, and emotional intelligence when communicating with clients

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 2+ years of relevant experience in a sales role and/or M&A environment
• 1+ years of experience in the Financial Services Industry
• Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce

Core Competencies:

• Strong organizational skills
• Highly motivated by competition and achieving sales targets
• Strong verbal and written communication skills
• Operate effectively within a sales team organization

Preferences:

• Experience in Mergers & Acquisitions
• Knowledge of running a small business and valuation methodology

 

Pay Range:

$96,500.00-$160,900.00/year

 

The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employe