LPL Financial

We take care of our advisors, so they can take care of their clients.

Regional Director

DirectorDirectorFull TimeRemoteTeam 5,001-10,000Since LPL FinancialH1B SponsorCompany SiteLinkedIn

Location

Alaska + 4 moreAll locations: Alaska, California, Idaho, Oregon, Washington

Posted

45 days ago

Salary

$235.1K - $391.9K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Develop sales and recruiting strategies; research, source, and engage with prospects • Identify new prospective advisors within the target segment by making initial sales calls, as well as respond to inquiries • Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL working in close partnership with Regional Directors and Division Managers • Meet with prospective advisors to effectively demonstrate LPL’s unique value proposition and address any questions or concerns • Expertly navigate long sales cycles, often with multiple buying influences • Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor and their book of business is an appropriate candidate for LPL • Train and educate internal staff on the nuances of recruiting premium segment wirehouse and bank advisors, as well as coaching the team on the competitive landscape and what hurdles we need to overcome in order to win the business • Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source women advisors • 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 • Partner with the BD leadership team on the continued evolution of LPL’s offering and capabilities to establish ourselves as the leading solution in the market • Identify external organizations, local events, and conferences that create new sourcing channels, and attend events on behalf of LPL and the Business Development group • Serve as a subject matter expert who can empower LPL’s business development team through consultation and partnership, and by providing them with resources to attract premium segment candidates in their territories • Design, experiment, and test new approaches to attract diverse candidates • Effectively leverage data to track key program performance indicators, identify trends, and ensure projects and programs align to company priorities

Job Requirements

  • 10+ years of experience in the financial services industry
  • high level of proficiency in the RIA marketplace and in working with wirehouse advisors
  • Willingness and ability to travel 60% of the time
  • Must reside in and/or be willing to relocate
  • A successful track record of managing and closing complex sale
  • Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment
  • Enthusiastic, polished, professional demeanor
  • Ability to influence decisions and direction across the organization
  • Superior verbal, written, and listening skills, with an ability to adapt to different audiences
  • Consultative and relationship building skills a must
  • Team-player with a positive "can-do" attitude
  • Previous experience partnering with cross-functional teams and business leaders to manage, execute, and implement strategies that you designed

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Related Categories

Related Job Pages

More Director Jobs

Director of Revenue Management

Davidson Hospitality Group

Davidson Hospitality Group is an award-winning, full-service hospitality management company overseeing hotels, restaurants, dining, and entertainment venues across the US. A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique entrepreneurial management style and owners’ mentality that provides the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company. In keeping with the company’s heritage of delivering value, Davidson is comprised of four highly specialized operating verticals: Davidson Hotels, Pivot, Davidson Resorts, and Davidson Restaurant Group. Working at Davidson is like nowhere else. It’s less of a job, more of a calling. It’s part career, part revolution. Because whatever you do here, you play a part in helping redefine the way quality hospitality is delivered to our guests, our clients, our partners, and each other.

Director45 days ago
Full TimeRemote

Are you a strategic thinker with a passion for maximizing revenue and driving financial success in the hospitality industry? Join our team as a Director of Revenue Management and take charge of our revenue optimization efforts. With your high energy and enthusiasm, you will play ...

United States

Director, Oncology Program Management

BeOne Medicines

Cancer has no borders. Neither do we.

Director45 days ago
Full TimeRemoteTeam 10,001+Since 2010H1B No Sponsor

Director of Oncology Program Management leading global product development strategies at BeOne.

PMP
United States
$178.7K - $238.7K / year

Executive Director, Field Skills & Capability Development

Novartis

The Novartis Group of Companies are Equal Opportunity Employers. We do not discriminate in recruitment, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, marital or veteran status, disability, or any other legally protected status. We strive to create an inclusive workplace that cultivates bold innovation through collaboration and empowers our people to unleash their full potential.

Director45 days ago
Full TimeRemoteTeam 10,001+Since 1996H1B Sponsor

Executive Director leading capability development for Novartis Field Force

United States
$204.4K - $379.6K / year
Full TimeRemoteTeam 10,001+H1B No Sponsor

IDN Associate Director leading sales strategies for Advanced Surgery at Baxter

New York + 4 moreAll locations: New York, North Carolina, Massachusetts, Pennsylvania, Virginia
$152K - $209K / year