Inside Sales Desk Manager

Do you enjoy prospecting and sales? Want to learn and grow at the nation’s largest independent broker-dealer? Are you self-motivated and passionate about selling high quality products & services?

If so, this role could be for you!

The Inside Sales Desk Manager will drive activity, sales and growth by leading and growing our Business Development Desk at our East Coast locations.

Responsibilities:

• Develop sales and recruiting strategies to attract financial advisors.

• Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source advisors.

• Identify new advisors by making initial sales calls, as well as respond to internal inquiries made to LPL.

• 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.

• 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 women, as well as coaching the home office presenters on who our competitors are, and what hurdles we need to overcome in order to win the business.

• Identify external organizations, local events and conferences that create new sourcing channels, and attend events on behalf of LPL and the business development group.

• Be a subject matter expert who can empower LPL’s business development team through consultation and by providing them with resources to attract women candidates from their territories.

• Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL, and work in close partnership with Regional Directors to help manage the other segments of the pipeline, including setting appointments on their behalf.

• Partner with the BD leadership team to determine deliverables, timelines, and goals needed to integrate diversity sourcing projects and initiatives.

• Partner with Advisor Diversity and Inclusion team to stay informed on firm-wide diversity and inclusion growth initiatives, and report insights from the field

• Complete market research to understand where external talent pools exist and work collaboratively with internal teams to execute on women sourcing initiatives to tap into those talent pools.

• Design, experiment and test new approaches to attracting diverse candidate slates.

• Effectively leverage data to track key program performance indicators, identify trends and ensure projects and programs align to company priorities

What are we looking for?

We want strong collaborators who are excited to contribute to our continued success in taking care of our advisors so that they take care of their clients. We are looking for people who thrive in a fast-paced environment, are team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Required:

• Prior sales experience in the investment space, at least 2-4 years of Financial Services experience in a sales related role

• 5+ years Financial Services experience in a sales related role; management or team leadership

Core Competencies:

• Enthusiastic, polished professional demeanor

• Ability to influence decisions and direction across the organization

• Ability to build strong professional relationships throughout LPL

• Superior verbal, written and listening skills required

• Engaging and authentic presentation skills

• Consultative and relationship building skills a must

• Commitment to follow-up and follow-through

• Strong organizational and time management skills

• Team-player, positive "can-do" attitude

• Experience designing creative sourcing strategies preferred

• Demonstrated ability in a wide range of existing and emerging sourcing areas preferred, including but not limited to: inbound lead generation, recruitment marketing, market mapping and attraction strategies

• Previous experience partnering with cross-functional teams and business leaders to manage, execute and implement strategies you designed

• Strong familiarity with MS Word, MS Excel, MS PowerPoint, MS Outlook and Salesforce

Preferences:

• Licensed professional ie Series 7, 66, ETC

Pay Range:

$130,100.00-$216,800.00/year
 The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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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