Senior ISV Business Development Executive
North
AVP, Business Development
LPL Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $127,500 - $212,500 per year
Job Level
Lead
About the role
- Establish and maintain a network of centers of influence (COI)
- Create and manage a recruiting pipeline to transition candidates (Financial Advisors) to LPL
- Evaluate advisor practices to ensure transferability of assets and adherence to corporate compliance and affiliation standards.
- Build and maintain strong internal and external relationships critical to success in the role.
- Maintain up-to-date status of your recruiting pipeline within Salesforce
- Develop and implement a strategy for engaging with existing recruits and for feeding/building the pipeline
- Meet monthly KPI’s required for the role – calls/meetings
Requirements
- 5+ years in a broker/dealer business development, asset management wholesaling, or an institutional custody sales role.
- Verifiable track record of identifying, qualifying and closing business opportunities in assigned territory
- Strong familiarity with using a CRM, preferably Salesforce
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentasset managementwholesalinginstitutional custody salespipeline managementKPI trackingcompliance evaluationcandidate qualificationclosing business opportunities
Soft skills
relationship buildingcommunicationstrategic planningnetworkingorganizational skills
