Do you possess an entrepreneurial mindset and have successfully dealt with ambiguity, operating in a high-growth environment, and solved problems with limited oversight?

Are you solution-oriented and passionate about delivering results?

Are you excited to learn more? If so, this could be the role 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 :

Business Solutions is a part of the Business Wealth Solutions (BWS) group, a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities.

Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in the lives of advisors, institutional partners, and investors.

You will report directly to the Vice President of Sales Enablement for LPL’s Business Wealth Solutions Group and have the opportunity for exposure and visibility with senior leaders across the division and firm.

The best candidate for this role will have experience scaling an omnichannel sales organization and a deep respect for the sales profession.

Responsibilities :

Develop and execute go-to-market approaches and structures for new business lines, products, and customer segments

Orchestrate and deliver content, information, and tools that empower the sales team to speak confidently about new products that will be launching

Curate and implement digital marketing editorial calendars for our Business Solutions blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with our platform’s overarching sales goals

Cultivate a deep understanding of new services offerings, positioning, and target personas

Lead cross-functional work stream across Marketing, Sales & MarTech, Product, Delivery, Sales & Distribution Partners before, during, and after the launch

Develop a command of a sales funnel and define major KPIs and metrics to track on an ongoing basis after the launch

Support sales resource planning & forecasting of new products

Nurture relationships with Sales, Marketing, and Product partners to help better optimize campaigns and keep interested parties updated

Manage campaign attribution to help better understand the impacts of self-generated and partner campaigns

Utilize mar-tech tools to help create and execute digital campaigns to help drive leads for Business Solutions offerings

Manage content portal, continuously review content and activity, and pull reporting

Coordinate internal resources, third parties / vendors, and all other stakeholders for the execution of contracts

Ensure content is currently in internal enterprise-level systems, including compliance systems.

Manage internal sales meeting logistics, including agendas and recaps for team meetings, including in-person meetings and sales training

Work closely with a conference planner to execute effectively on conference strategy

Research fresh ideas for meeting sales goals through events and expo hall

Implement lead generation, niche prospecting processes, and workflow for implementations for each of our propriety solutions to drive business growth

Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic

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 :

5 years of sales enablement, strategy, or digital marketing experience in a high-growth B2B environment or operational experience in a business insights / analytics role

Bachelor’s degree in business administration, finance, sales, marketing, or related field

Core Competencies :

Experience with B2B sales cycle and leveraging data to identify opportunities throughout the sales cycle to increase sales

Advanced skills in Excel and PowerPoint

Strong analytical skills and a structured approach to solving unique business problems

Ability to develop effective working relationships with various people in business, operations, and IT

Highly effective communications skills and a successful track record of building solid relationships

Advanced experience in Salesforce Lightning & related objects : Salesforce Engage, Leads, Opportunities, Campaigns, Contracts, Forecasts, Contact & Activities

Deep understanding of marketing technology and how it integrates into the business landscape (especially Pardot and Showpad)

Preferences : Knowledge in Tableau

Knowledge in Tableau

Logical and detail-oriented, with the ability to identify conflicting requirements

Has an enthusiastic roll up your sleeves mentality

LI-EC

Pay Range :

$99,560-$149,340 / yearActual 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.

Last updated : 2024-05-10