VP, Business Development Officer – Enterprise Sales, Financial Institutions
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Job Description
Vice President, Business Development Officer at LPL Financial focusing on wealth management sales. Responsible for consulting with banks and credit unions, developing sales strategies and managing opportunities.
Responsibilities:
- Consistently develop, feed, and close a robust pipeline of both self-sourced and warm opportunities
- Leverage a consultative B2B sales process to support LPL’s growth strategy
- Accurately and consistently track all opportunities and activity in Salesforce, Outlook, and other tools
- Develop and maintain an expert awareness of the competitive TPM/BD landscape and trust marketplace
- Build strong relationships and collaborate with internal business partners
- Ability to effectively prioritize daily activities focused on the highest gain opportunities
- Learn quickly from client, partner and prospect feedback, and apply an entrepreneurial mindset to iterate the offering nimbly
- Leverage market data to identify opportunities, influence capabilities development, and inform marketing campaigns
Requirements:
- 8+ years of extensive experience working in the wealth management industry,
- Ability to travel as needed (approx. 25-50%).
Benefits:
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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