LPL Financial
VP, LPL Full Book Acquisitions
LPL Financial, San Diego, California, United States, 92189
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 Liquidity & Capital Team could be 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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:
LPL Financial is seeking a competitively driven individual to join our Liquidity and Capital Team to support a new offering that continues to evolve. The Vice President, LPL Full Book Acquisitions consultant 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 observations learned through participation in the marketplace.
Responsibilities:
Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize their full business to LPL Financial
Build and analyze financial models in Microsoft Excel to ultimately influence small business owners and 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-pace 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 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:
10+ years of relevant experience in a sales role and/or M&A environment
7+ years of experience in the Financial Services Industry
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
Core Competencies:
Strong organizational habits
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:
$197,100.00-$328,500.00/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!
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
@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.
#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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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:
LPL Financial is seeking a competitively driven individual to join our Liquidity and Capital Team to support a new offering that continues to evolve. The Vice President, LPL Full Book Acquisitions consultant 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 observations learned through participation in the marketplace.
Responsibilities:
Consult Financial Advisors on business valuation, exit planning, and the opportunity to monetize their full business to LPL Financial
Build and analyze financial models in Microsoft Excel to ultimately influence small business owners and 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-pace 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 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:
10+ years of relevant experience in a sales role and/or M&A environment
7+ years of experience in the Financial Services Industry
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
Core Competencies:
Strong organizational habits
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:
$197,100.00-$328,500.00/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!
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
@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.
#J-18808-Ljbffr