Business Development Associate

1 week ago


Center Line, Michigan, United States LPL Financial Holdings, Inc. Full time
Job Overview

The Assistant Vice President, Associate Regional Director of Business Development is a key role at LPL Financial Holdings, Inc. responsible for recruiting high-quality financial advisors to the LPL Financial Platform from various channels of distribution.

Responsibilities
  • 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
  • Strong negotiation skills and the ability to compile and present competitive offerings in partnership with the firm's Advisor Capital team
  • 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
  • Bachelor's degree required
Core Competencies
  • Superior verbal and written communication skills are required
  • Consultative skills are a must
  • Commitment to follow-up and follow-through
  • Well-organized, strong time management skills
  • Team-player, positive 'can-do' attitude
Why LPL?

LPL Financial Holdings, Inc. believes 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 a work environment that encourages creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career with no limits, only amazing potential.



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