VP, Business Development, Liquidity & Succession

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:

LPL’s Liquidity & Succession Business Development team is an innovative, entrepreneurial, high-performing team tasked with leading advisor engagement and education for LPL's Liquidity & Succession program. 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.

In this role you will become an expert on LPL’s Liquidity & Succession program and wealth management industry M&A.

Responsibilities:

• Develop and maintain a robust pipeline of acquisition opportunities.

• Ensure an exemplary advisor experience by coordinating with internal partners through discussion, demonstration, and leading by example to meet and exceed advisor expectations; acute focus on adhering to and enhancing the Liquidity & Capital advisor experience playbook.

• Actively monitor and analyze emerging trends, developments and players across the industry landscape, to inform the company’s view of opportunities and approach to innovation.

• Build strong relationships and collaborate with internal business partners throughout the sales process.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 7+ years of Sales experience working within the independent wealth management industry

• This is a hybrid role. The candidate will ideally be based near one of LPL's offices (New York, San Diego, Boston, Fort Mill, Tempe, Austin).

Core Competencies:

• Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment

• Exemplary communications skills, with the confidence to effectively present complex topics to acquisition targets, as well as senior internal leadership, in a clear and actionable manner

Preferences:

• FINRA licensed

• Familiarity with existing investors in the wealth management space (including aggregator models, private equity firms, and banks) preferred

 

Pay Range:

$213,800.00-$356,300.00/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, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

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. 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 tech