AVP, Regional Consulting

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:

Are you passionate about delivering value for sales teams? Do you enjoy thinking creatively and have the ability to turn data and analytics into ideas and action? Do you have strong communication, data/analytical chops, enjoy process, and excel at problem-solving? If so, LPL Financial is the place for you!

As the AVP, Regional Consulting, you’ll have a deep knowledge of our customers and their challenges and will work closely with them to overcome those challenges through the utilization of LPL Business Solutions.

Responsibilities:

• Drive the distribution of LPL Business Solutions in your assigned sales territory.
• Create and maintain a positive culture that values high performance, collaboration, transparency and talent development.
• Provide sales support, strategy, and tactics to increase adoption and growth of Business Solutions to internal stakeholders including but not limited to: Client Success, Relationship Management, Business Development, Growth Solutions, Service and Operations, Product Delivery and Management, and Marketing and Product/Platform Management.
• Provide field facing engagement through territory in field engagements and LPL Conferences.  Partner with internal/external stakeholders for high profile and executive level engagements.
• Examine trends, develop insights, and create solutions in order to better support advisors and stakeholders.
• Achieve budget goals to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization.
• Strong executive presence with the ability to interact with and influence LPL Advisors.
• Manage retention of clients by proactively partnering with internal stakeholders to resolve high profile and complex situations.

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:

• Bachelor's degree
• 4+ years inside sales and a familiarity with different sales techniques and pipeline management
• 2+ years working with or managing Salesforce

Core Competencies:

• Strong relationship and people management skills
• Actively seeks constructive feedback, applies learnings quickly, and adapts strategies to achieve better results
• Maintains focus and persistence in the face of challenges, consistently pursuing goals with determination and a solutions-oriented mindset
• Strong communication skills, time and priority management

Preferences:

• Experience consulting and understanding challenges/opportunities of small business owners, Institutions, Enterprises, RIAs, and Large Enterprises Groups
• Strong presentation skills, experience and comfort working with financial advisors and escalated issues

 

Pay Range:

$122,000.00-$203,300.00/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 appr