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About the Role

The IRD Support Specialist oversees the sales pipeline by providing superior service and sales support relative to the various affiliation models at LPL (Linsco, RIA and Strategic Wealth). This position supports the sales pipeline through every stage of the buying process within their territories. The IRD Specialist possesses a higher level of knowledge and expertise relative to the various LPL affiliations and acts as the liaison between the sales, marketing and product teams in support of the Regional Director Specialist. The role’s primary function will be to optimize the sales process relative to the territory pipeline.

Responsibilities

Outbound call and territory specific campaigns relative to affiliation models (Linsco, RIA, and Strategic Wealth).
Set appointments for external recruiters to meet with advisors in-field.
Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor is an appropriate candidate for LPL prior to introducing to the pipeline.
Oversees and manages issues resolution relative to deals in pipeline.
Understand and articulate LPL’s business model, LPL’s policies, the financial services industry, and the benefits of joining one of LPL’s affiliation options.
Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL, and work in close partnership with RD to help manage the other segments of the pipeline.
Owns request for information management and delivery.
Owns and manages the transition assistance process.
Responsible for pro formas and analytics relative to territory pipeline.
Creates customized pitch decks for large/complex deals.
Schedule and host subject matter expert calls and home office visits (in external recruiter absence).
Prepare presenters for subject matter expert calls and home office visits.
Researches and maintains territory specific competitive Intel.

Requirements

5+ years in sales, sales enablement, advanced markets, or marketing roles within the financial services industry.
Ability to navigate a CTI (Computer Telephony Integration).
Ability to work with CRMs i.e. Salesforce.
Ability to efficiently navigate Microsoft Office Application and Virtual Platforms (Web Ex, Zoom, Microsoft Team).
Ability to work under stress and meet deadlines.
Some business travel (10%) with increased travel expectations if outside the San Diego or Charlotte markets to support home office visits.
Excellent speaking, listening, writing and presentation skills.
Proficiency with Salesforce.
Strong analytical skill set.
Student of industry with knowledge of various industry trends.

Skills

Sales
Sales enablement
Advanced markets
Marketing
Financial services industry
CTI navigation
CRM (Salesforce)
Microsoft Office Suite
Virtual platforms (Web Ex, Zoom, Microsoft Teams)
Stress management
Deadline-oriented
Business travel
Speaking
Listening
Writing
Presentation
Salesforce proficiency
Analytical skills
Industry trend knowledge
Consultative skills
Follow-up and follow-through
Organization
Time management
Teamwork
Positive attitude
Self-starter
Process discipline
Presentation creation
Sales support asset creation

Location

San Diego
Charlotte

Work Type

Full-time
Work from home

Experience Level

5+ years

Education Level

Bachelor’s degree
Series 7 & 66

Salary/Compensations

88,650.00 - 147,750.00

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

About the Company

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. 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. For further information about LPL, please visit www.lpl.com. 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. EEO. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC 5.19.26 LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility

Equal Opportunity

Principals only.
EOE.