Institutional Sales Engineering Associate

LPL Financial

Institutional Sales Engineering Associate supporting LPL's Business Development team by managing operational backbone of sales process. Collaborates with stakeholders to ensure effective engagement and execution.

Posted 7/16/2026full-timeFort Mill • California, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $80,958 - $134,930 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and coordination skills to support business development efforts, ensuring accurate and timely execution of prospect engagements and internal processes. Proficient in managing content and maintaining data integrity within Salesforce to enhance sales lifecycle efficiency.

Highest-signal resume keywords

Salesforce Data ManagementMicrosoft Office ProficiencyContent OrganizationStakeholder CoordinationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Content Library ManagementVersion ControlPresentation PreparationData AccuracyDeal Tracking

Soft Skills

CollaborationCommunicationAttention to Detail

Tools & Technologies

SalesforceMicrosoft PowerPointMicrosoft ExcelMicrosoft Word

Industry Keywords

Business DevelopmentFinancial ServicesConsultingSales Support

About the role

Key responsibilities & impact

Support Business Development Officers by preparing for prospect engagements, including coordinating materials, logistics, and internal alignment
Manage and maintain prospect-facing content, including content library organization, version control, and customization for specific engagements
Coordinate Home Office Visit (HOV) logistics and other high-stakes meetings, including stakeholder coordination and execution support
Perform final deck polish to ensure materials are accurate, consistent, and presentation-ready for executive audiences
Maintain Salesforce hygiene, ensuring pipeline data is accurate, up-to-date, and actionable for reporting and prioritization
Support NDA and RFP processes by coordinating internal inputs, tracking progress, and driving timely completion
Track key deal milestones (e.g., meetings, follow-ups, diligence steps) and ensure timely execution across stakeholders
Draft and maintain internal deal materials, including prospect profiles
Identify opportunities to improve process efficiency, standardization, and consistency across the sales lifecycle
Partner with cross-functional teams (e.g., Marketing, Corporate Development, Legal, Transition) to remove execution friction and move deals forward

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or related field with 1–2 years of relevant experience (financial services, consulting, sales support, or similar)
1-2 years of experience in Microsoft Office (PowerPoint, Excel, Word)

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off