VP, Business Development Officer – Enterprise Sales, Financial Institutions
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Job Description
Enterprise sales VP helping LPL Financial, a wealth management firm, grow institutional partnerships with banks and credit unions. Leading complex B2B opportunities from pipeline development through due diligence and execution.
Responsibilities:
- Consult with community banks and credit unions regarding their entire wealth management business, including retail, trust, and RIA
- Sell into large opportunities and work with prospects through the due diligence process
- Lead coordination and execution with program management and internal stakeholders
- Develop, feed, and close a robust pipeline of self-sourced and warm opportunities
- Use a consultative B2B sales process to support growth in the institutional space across TPM/BD, trust, and unified wealth offerings
- Track opportunities and activity in Salesforce, Outlook, and other tools
- Maintain expert awareness of the competitive TPM/BD landscape and trust marketplace
- Collaborate with internal business partners to strategize and develop winning solutions
- Prioritize daily activities around the highest-gain opportunities
- Apply client, partner, and prospect feedback to iterate offerings
- Use market data to identify opportunities, influence capability development, and inform marketing campaigns
Requirements:
- 8+ years of extensive experience working in the wealth management industry
- High level of proficiency in the bank, credit union, and/or trust space
- Ability to travel as needed (approximately 25-50%)
- Refined presentation skills and demonstrated success selling into the C-Suite of banks, credit unions, or similar organizations
- Familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services, including regulatory compliance, technology, and service experience
- Strong familiarity with the MS Office suite and Salesforce
- Strong verbal and written communication skills
- Ability to succeed within a dynamic, fast-paced environment
- Entrepreneurial mindset and ability to navigate and close complex B2B sales opportunities
- Familiarity with the LPL Financial value proposition for financial institutions and core technology
- Familiarity with contracting with financial institutions
- Understanding of differences between banks and credit unions
- Existing network of senior wealth leaders or executives in community bank and credit union markets
Benefits:
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Potential sales incentive compensation based upon the applicable incentive compensation plan
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