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Regional Director
LPL Financial Minnesota, MN
$248k-377k (estimate)
Full Time | Business Services 2 Months Ago
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LPL Financial is Hiring a Remote Regional Director

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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 VP, Business Development Consultant within LPL's Business Development division will drive sales by identifying and aiding in the recruitment of premium segment financial advisors and teams. This position is responsible for attracting leading advisors to join LPL from the top global banks, wirehouses, and RIAs. This is a unique opportunity to help establish the firm’s presence in this segment of the market. Responsibilities: Develop sales and recruiting strategies; research, source, and engage with prospects Identify new prospective advisors within the target segment by making initial sales calls, as well as respond to inquiries Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL working in close partnership with Regional Directors and Division Managers Meet with prospective advisors to effectively demonstrate LPL’s unique value proposition and address any questions or concerns Expertly navigate long sales cycles, often with multiple buying influences Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor and their book of business is an appropriate candidate for LPL Train and educate internal staff on the nuances of recruiting premium segment wirehouse and bank advisors, as well as coaching the team on the competitive landscape and what hurdles we need to overcome in order to win the business Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source women advisors Understand and articulate LPL’s business model, LPL’s policies, the financial services industry, and the benefits of joining one of LPL’s affiliation options Partner with the BD leadership team on the continued evolution of LPL’s offering and capabilities to establish ourselves as the leading solution in the market Identify external organizations, local events, and conferences that create new sourcing channels, and attend events on behalf of LPL and the Business Development group Serve as a subject matter expert who can empower LPL’s business development team through consultation and partnership, and by providing them with resources to attract premium segment candidates in their territories Design, experiment, and test new approaches to attract diverse candidates Effectively leverage data to track key program performance indicators, identify trends, and ensure projects and programs align to company priorities 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: Bachelor’s degree in business or related field of study from an accredited college or university 10 years of experience in the financial services industry, with a high level of proficiency in the RIA marketplace and in working with wirehouse advisors A successful track record of managing and closing complex sale Strong familiarity with the MS Office suite and Salesforce Core Competencies: Willingness and ability to travel 60% of the time Must reside in and/or be willing to relocate Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment Enthusiastic, polished, professional demeanor Ability to influence decisions and direction across the organization Superior verbal, written, and listening skills, with an ability to adapt to different audiences Consultative and relationship building skills a must Team-player with a positive "can-do" attitude Previous experience partnering with cross-functional teams and business leaders to manage, execute, and implement strategies that you designed Preferences: Series 7, 66, and 24 preferred * Pay does not reflect ICP/Commission Pay Range: 90,400-135,600/year 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. This position is also eligible to earn sales incentive compensation. 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. This position is also eligible to earn sales incentive compensation. 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. LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$248k-377k (estimate)

POST DATE

03/24/2024

EXPIRATION DATE

05/23/2024

WEBSITE

lplsunnyvale.com

HEADQUARTERS

SAN DIEGO, CA

SIZE

500 - 1,000

FOUNDED

1989

CEO

DAN ARNOLD

REVENUE

$200M - $500M

INDUSTRY

Business Services

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If you are interested in becoming a Regional Director, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Regional Director for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Regional Director job description and responsibilities

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step up professional development efforts.

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Be results driven.

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Step 3: View the best colleges and universities for Regional Director.

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