AVP, Tech Sales Demonstrator

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

As the AVP, Technology Pre-Sales Demonstrator, you’ll work directly with independent advisors and financial institutions that are interested in joining LPL. As the subject-matter expert on LPL’s core technology, you’ll be responsible for demonstrating the value of our platform to prospects and how it can make a positive impact on their business. You’ll play a key role in the sales process and be an instrumental part of the prospect’s buying decision.

Responsibilities:

• Connect directly with prospective advisors using a consultative approach to promote LPL’s core technology, focused on describing the efficiencies within LPL’s core technology platform and explaining the value various solutions will bring to the advisor’s practice.

• Deliver compelling technology presentations and demonstrations, both in person and virtually, to prospective advisors throughout the country, and support requests for technology information. This will be your primary focus; an average of four presentations per day should be expected.

• Partner with product owners throughout the firm to understand future enhancements to our technology. Champion and communicate these future enhancements to business partners.

• Partner directly with our recruiting team to coordinate technology demos. Maintain a centralized mailbox and calendar that are used for requesting and scheduling the demos.

• Invite advisors joining LPL to attend weekly training workshops.

• Stay up to date on new LPL product features and releases, industry trends, and competitive insights.

• Identify opportunities to make improvements in the overall sales process and solution delivery to best meet prospects’ needs.

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:

• Minimum of 2 years of experience in a technology sales role

• Exceptional sales skills, with the ability to promote technology specific to the unique needs of the customer

• Understanding of LPL’s core technology platform and third-party integrations; knowledge of the broader fintech landscape is a plus

• Sound technical expertise, with an ability to communicate technical information and resources in an accessible way to customers of all tech abilities

• Exceptional presentation skills incorporating high levels of engagement; proven track record in leading effective tech demos

Preferences:

• Clear and accurate communication skills (both verbal and written), as well as an engaging presence that exhibits excellent interpersonal skills, patience, and flexibility

• A positive attitude, ability to motivate learners, and establish credibility quickly

• Adaptable, having the unique ability to adjust a presentation based on audience knowledge and client type

• Bachelor’s degree preferred

• Experience in the financial services industry preferred

#LI-PA

Pay Range:

$94,988-$158,313/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.

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