LPL Financial

VP, Business Development

LPL Financial

full-time

Posted on:

Location Type: Office

Location: San Diego • California • North Carolina • United States

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Salary

💰 $235,100 - $391,900 per year

Job Level

Lead

About the role

  • Develop sophisticated sales and recruiting strategies tailored for premium‑segment advisors; drive both proactive outreach and responsive engagement.
  • Identify and source new prospective advisors within the targeted segment through direct outreach, including initial discovery calls and inbound follow‑up.
  • Own key segments of the advisor pipeline from first contact through close, partnering closely with Regional Directors and Division Managers.
  • Deliver consultative, high‑impact meetings with prospective advisors and teams, clearly articulating LPL’s value proposition and solving for complex needs.
  • Expertly navigate long and complex sales cycles with multiple decision‑makers and buying influences.
  • Lead, hire, coach, and develop a dedicated outbound Cold Calling / BDR team responsible for top‑of‑funnel advisor engagement and qualification.
  • Establish a sales excellence culture —high activity, high accountability, disciplined execution, and continuous improvement.
  • Create and manage a comprehensive KPI and performance management framework, including metrics such as: Call volumes and connect rates, Qualified introduction meetings, Pipeline contribution, Conversion rates to next‑stage discussions, Team‑level productivity benchmarks.
  • Conduct regular performance reviews, call coaching sessions, QAs, and side‑by‑sides to ensure continuous skill development and message consistency.
  • Partner with Compensation and HR to structure incentive programs that motivate BDR performance and align with enterprise recruitment goals.

Requirements

  • Bachelor’s degree in business or related field from an accredited college or university.
  • 10+ years of experience in financial services, with deep familiarity with the wirehouse, bank, and RIA marketplaces.
  • Proven track record managing and closing complex, multi‑stakeholder sales cycles.
  • Demonstrated ability to influence cross‑functional leaders and drive organizational alignment.
  • Strong executive presence with exceptional verbal, written, and listening skills.
  • Consultative selling capability and a relationship‑driven approach.
  • Strong team orientation with a positive, entrepreneurial mindset.
  • Prior experience managing strategically designed programs across multiple business lines.
  • Proficiency with Microsoft Office and Salesforce.
  • Willingness and ability to travel up to 60%.
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 strategiesconsultative sellingKPI managementperformance managementcold callingpipeline managementcomplex sales cyclesinbound follow-upoutbound engagement
Soft Skills
executive presenceverbal communicationwritten communicationlistening skillsrelationship-driven approachteam orientationentrepreneurial mindsetinfluenceorganizational alignmentcoaching