Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this VP, Business Development Officer, Enterprise Sales – Financial Institutions role.

Rezi rewrites your resume against LPL Financial's job description. Free.

Tailor your resume to this VP, Business Development Officer, Enterprise Sales – Financial Institutions role.

Rezi rewrites your resume against LPL Financial's job description. Free.

Tailor my resume

Don't guess if your resume is good enough.

See how it scores against the VP, Business Development Officer, Enterprise Sales – Financial Institutions posting at LPL Financial — free, in seconds.

Don't guess if your resume is good enough.

See how it scores against the VP, Business Development Officer, Enterprise Sales – Financial Institutions posting at LPL Financial — free, in seconds.

Get my score

About the Role

The Vice President, Business Development Officer will be part of an innovative, entrepreneurial, high-performing Enterprise Sales team focused on Financial Institutions. This role involves consulting with community banks and credit unions on their wealth management business, selling into large opportunities, managing the due diligence process, and coordinating execution with internal stakeholders.

Responsibilities

• Consistently develop, feed, and close a robust pipeline of both self-sourced and warm opportunities to ensure consistency in execution, forecasting, and goal attainment.
• Leverage a consultative B2B sales process to support LPL’s growth strategy for the institutional space across the TPM/BD, trust and unified wealth offerings.
• 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 such as ISBD Leadership, Sales Enablement, Legal, Advisor Capital, Corporate Development, Business Transitions, and Client Success to strategize and develop solutions that lead to winning outcomes.
• 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, with a high level of proficiency in the bank, credit union, and/or trust space required.
• Ability to travel as needed (approx. 25-50%).
• Familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services including regulatory compliance, technology, service experience, etc.
• Strong familiarity with the MS Office suite and Salesforce.
• Solid verbal and written communication skills to articulate an effective, concise and impactful message or story at the right altitude to a variety of internal and external audiences.
• Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results.
• Entrepreneurial mindset with an ability to successfully 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 the differences between banks and credit unions, what makes them unique, and how to leverage that knowledge to effectively articulate the benefits of partnering with LPL.
• Existing network of senior wealth leaders or executives in the community bank and credit union markets.

Skills

• Salesforce
• MS Office suite
• B2B sales process
• Wealth management
• Consultative sales
• Relationship building
• Communication skills
• Presentation skills
• Time management

Location

• Remote

Work Type

• Full-time

Experience Level

• Vice President
• 8+ years

Salary/Compensations

• 224,500.00 - 374,150.00

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, 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.
• 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.

Equal Opportunity

• Principals only.
• EEO