Regional Director
LPL Financial
full-time
Posted on:
Location Type: Remote
Location: District of Columbia • Maryland • United States
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Salary
💰 $213,800 - $356,300 per year
Job Level
About the role
- 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
- 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
- Train and educate internal staff on the nuances of recruiting premium segment wirehouse and bank advisors
- Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships
- Understand and articulate LPL’s business model, 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
- Identify external organizations, local events, and conferences that create new sourcing channels
- Serve as a subject matter expert who can empower LPL’s business development team through consultation and partnership
- Design, experiment, and test new approaches to attract diverse candidates
- Effectively leverage data to track key program performance indicators
Requirements
- 10+ years of experience in the financial services industry
- high level of proficiency in the RIA marketplace and in working with wirehouse advisors
- Willingness and ability to travel 60% of the time
- Must reside in and/or be willing to relocate
- Series 7, 66, and 24 preferred
- Strong familiarity with the MS Office suite and Salesforce
- Bachelor’s degree in business or related field of study from an accredited college or university
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 & Tools
sales strategiesrecruiting strategiesdata analysispipeline managementrecruitment practicesconsultationprogram performance indicatorstrainingeducating staffaffinity partnerships
Soft Skills
communicationindependent judgmentdiscretionproblem-solvingrelationship buildingadaptabilityleadershipnegotiationpresentation skillscollaboration
Certifications
Series 7Series 66Series 24