VP, High Net Worth Expert

Are frequently called upon for your knowledge and experience in high-net worth and/or financial planning? Do you enjoy working directly with advisors to understand their challenges and vision for success? Can you thoughtfully synthesize complex ideas and present solutions? Are energized by to the opportunity to be an integral part of a high performing sales organization? If so, then LPL Financial is the place for you!

Job Overview:

We’re seeking a VP, High Net Worth Subject-Matter Expert with superior listening and presentation skills who can effectively personalize and showcase LPL’s offerings at critical points of the sales process.

You’ll collaborate with sales team members to advance new business and demonstrate the value of LPL to prospective advisors, and provide key insights into advancing our sales and product roadmaps.

Responsibilities:

Solution Validation & Scoping

• Support the Business Development team as a subject-matter expert demonstrating and communicating the value of high net worth and/or financial planning throughout the sales process
• Establish rapport with prospects to understand their needs and business challenges, and leverage that knowledge to demonstrate our value proposition in a personalized, consultative way
• Deliver compelling presentations and demonstrations, both in-person and virtually, and support prospect requests for information
• Think creatively and implement an elevated Home Office Visit experience

Sales Enablement

• Create and deliver content, information, and training to empower the Business Development team to confidently speak about our offerings
• Stay up to date on new product features and releases, industry trends, and competitors in your area of expertise
• Identify opportunities and make improvements in our processes to accelerate sales

Cross-Team Collaboration

You will work closely with:

• Product and business line owners throughout the firm to maintain a deep understanding of our offerings and future enhancements and provide insights from the prospective advisor lens
• Marketing to ensure concise, impactful delivery of information and updates related to high net worth and/or financial planning

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s Degree
• 5+ years of experience in financial services
• 3+ years of experience with various investment sales experience
• 3+ years of experience working in the investment advisory product landscape, including familiarity with competition (broker-dealers, RIAs, TAMPs, etc.), platform/ product trends and regulation.

Preferences:

• CFP Certification
• Series 7 license
• Investment product/platform experience preferred
• Excellent communication and presentation skills (written and oral) with the ability to articulate complex information in simple, clear terms to people with non-technical backgrounds
• Ability to adapt to different audiences and influence decisions
• Strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization
• Action orientation, willingness to take the initiative, and a desire to roll-up sleeves and dig into the depths of the business
• A commitment to constant self-improvement and a willingness to be coached
• Curiosity to stay up to date on our business, the competitive landscape, and broader industry trends

Pay Range:

$132,975-$221,625/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Apply for this job