• Job Description

  Req#: R-044035

  What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

  Job Overview:

  The Enterprise Sales team within the LPL Business Strategy & Growth attracts financial enterprises – including financial institutions (banks and credit unions) and financial product manufacturers (insurance firms and asset managers) – to the firm.

  The Vice President, Enterprise Sales Strategy is a key role within the LPL Business Strategy & Growth team, responsible for leading sales strategy, sales enablement, and data intelligence functions with a specific focus on community banks and credit unions. This role involves providing strategic insights and recommendations to senior leaders within LPL, optimizing sales processes, customizing engagement strategies, and developing executive-level content to attract new business to the firm.

  Responsibilities:

  • Streamline sales pipeline processes, reporting, forecasting, and KPI tracking

  • Deliver data-driven insights and recommendations to business development officers (BDOs) to enable pipeline feeding and management, and to enhance prospect engagement

  • Provide BDOs with the content, playbooks, and other tools necessary to sell more effectively

  • Equip the organization with data and insights to support better decision making

  • Serve as the primary enterprise-sales partner to Corporate Strategy, Finance, Marketing, and Relationship Management teams

  • Customize engagement strategies for prioritized opportunities

  • Coach and develop team members on technical and business skills

  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:

  • 7+ years of experience, with 5+ in financial services, banking, sales enablement, or consulting

  • Bachelor’s degree in Business Administration, Finance, Engineering, or Liberal Arts

  • Salesforce experience on a day to day basis

  Core Competencies:

  • Strong communication skills, with ability to adapt to different audiences and influence decisions

  • Exceptional analytical skills, leveraging data to deliver actionable insights

  • Positive attitude and desire to be part of an entrepreneurial team

  Preferences:

  • Master of Business Administration (MBA) degree

  • Robust understanding of the financial intermediation space (specifically: banking)

  • Prior experience in building and empowering highly effective teams

  • Located in San Diego, CA or Charlotte, NC metro areas

  
  

  Pay Range:

  $155,300-$258,800/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.

  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.

  EAC1.22.25

• About the company

  LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.

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