LPL Financial
VP, Institution Strategy & Enablement
LPL Financial, San Diego, California, United States, 92189
Are you a team player? Are you curious to learn? Do you enjoy strategizing on how to approach large opportunities while thinking creatively about how to move them through the sales pipeline? If so, this place is for you!
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The Institution Business Development team within the LPL Business Strategy & Growth attracts institutions – including financial institutions (banks and credit unions) and financial product manufacturers (insurance firms and asset managers) – to the firm.
The Vice President, Institution Strategy & Enablement is a key role within the LPL Business Strategy & Growth team, responsible for leading sales strategy, sales enablement, and data intelligence functions with a specific focus on national and regional banks (NRB). This role involves providing strategic insights and recommendations to senior leaders within LPL, optimizing sales processes, customizing engagement strategies, and developing executive-level content to attract new business to the firm.
Responsibilities:
Streamline sales pipeline processes, reporting, forecasting, and KPI tracking Deliver data-driven insights and recommendations to business development officers (BDOs) to enable pipeline feeding and management, and to enhance prospect engagement Provide BDOs with the content, playbooks, and other tools necessary to sell more effectively Equip the organization with data and insights to support better decision making Serve as the primary NRB partner to Corporate Strategy, Finance, Marketing, and Relationship Management teams Customize engagement strategies for prioritized opportunities Coach and develop team members on technical and business skills
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, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
Bachelor’s degree in Business Administration, Finance, Engineering, or Liberal Arts 7+ years of experience, with 5+ in financial services, banking, strategy, or consulting Reside in or open to relocate to San Diego, CA or Charlotte, NC metro area
Core Competencies:
Strong communication skills, with ability to adapt to different audiences and influence decisions Exceptional analytical skills, leveraging data to deliver actionable insights Positive attitude and desire to be part of an entrepreneurial team
Preferences:
Master of Business Administration (MBA) degree Robust understanding of the financial intermediation space (specifically: banking) Prior experience in building and empowering highly effective teams
Pay Range:
$155,300.00 - $258,800.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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
@lp
lfinancial.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. #J-18808-Ljbffr
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
The Institution Business Development team within the LPL Business Strategy & Growth attracts institutions – including financial institutions (banks and credit unions) and financial product manufacturers (insurance firms and asset managers) – to the firm.
The Vice President, Institution Strategy & Enablement is a key role within the LPL Business Strategy & Growth team, responsible for leading sales strategy, sales enablement, and data intelligence functions with a specific focus on national and regional banks (NRB). This role involves providing strategic insights and recommendations to senior leaders within LPL, optimizing sales processes, customizing engagement strategies, and developing executive-level content to attract new business to the firm.
Responsibilities:
Streamline sales pipeline processes, reporting, forecasting, and KPI tracking Deliver data-driven insights and recommendations to business development officers (BDOs) to enable pipeline feeding and management, and to enhance prospect engagement Provide BDOs with the content, playbooks, and other tools necessary to sell more effectively Equip the organization with data and insights to support better decision making Serve as the primary NRB partner to Corporate Strategy, Finance, Marketing, and Relationship Management teams Customize engagement strategies for prioritized opportunities Coach and develop team members on technical and business skills
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, and can execute in a way that encourages creativity and continuous improvement.
Requirements:
Bachelor’s degree in Business Administration, Finance, Engineering, or Liberal Arts 7+ years of experience, with 5+ in financial services, banking, strategy, or consulting Reside in or open to relocate to San Diego, CA or Charlotte, NC metro area
Core Competencies:
Strong communication skills, with ability to adapt to different audiences and influence decisions Exceptional analytical skills, leveraging data to deliver actionable insights Positive attitude and desire to be part of an entrepreneurial team
Preferences:
Master of Business Administration (MBA) degree Robust understanding of the financial intermediation space (specifically: banking) Prior experience in building and empowering highly effective teams
Pay Range:
$155,300.00 - $258,800.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are
one team on one mission.
We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
Want to hear from our employees on what it’s like to work at LPL? Watch this!
We take social responsibility seriously. Learn more here
Want to see info on our benefits? Learn more here
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
@lp
lfinancial.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. #J-18808-Ljbffr