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VP, Sales Enablement

Company: LPL Financial
Location: San Diego
Posted on: September 17, 2023

Job Description:

Do you have a proven ability to execute both strategically and tactically?Are you excited to roll up your sleeves and deliver results?Do you want to be a part of a team that is working to transform and do things differently?If so, then this could be the role for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.Job Overview:You will be responsible for developing and implementing comprehensive sales strategies that drive revenue growth and market share. Informed by an understanding of market trends, competitive intelligence, and growth strategies, you'll define, implement and scale the programs, processes and strategy to drive the success of our GTM effort.Responsibilities:

  • Develop and implement comprehensive sales strategies and tactical action plans
  • Analyze market trends, client needs, and competitor activity to continuously improve sales strategies and tactics
  • Customize engagement strategies for a prioritized set of opportunities
  • Collaborate with marketing and product teams to develop and execute sales and marketing programs that support the sales effort
  • Develop exceptional executive-level presentations to drive engagements
  • Design and test new approaches to attract new business to the firm
  • Provide sales teams with data-driven insights and recommendations to enable pipeline feeding, enhance prospect engagement, and accelerate deal pull-through
  • Interprets and harnesses data insights to provide feedback to team, and align priorities on focus areas
  • Continuously optimize and streamline sales pipeline related processes and activities, including but not limited to reporting, forecasting, and KPI setting / tracking
  • Work with cross functional teams to optimize the sales flow and enable deal delivery
  • Drive new initiatives that will increase sales growthWhat 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:
    • 5+ years sales strategy/enablement/operations experience, with demonstrated success in sales planning, performance management and insights-driven strategy
    • Robust understanding of the wealth management/financial services space
    • Excellent communication (verbal & written), problem solving, and analytical skills
      • Demonstrated ability to partner with senior leaders to develop unified sales strategies
      • Quantitative and qualitative problem-solving experience, including turning quantitative analysis into actionable recommendations and business strategies.
      • Solid analytical problem-solving skills, including familiarity with analyzing reports, deriving insights from data, and presenting findings in a clear and actionable manner.
      • Skilled communicator with the ability to communicate complex ideas to senior leaders in a simplistic manner
      • Superior presentation (PPT) development skills
      • Excellent organizational and project management skills, including the ability to execute multiple initiatives at the same timePreferences:
        • Master of Business Administration (MBA) degree preferredPay Range: $140,200-$210,300/yearActual 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!Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We areone team on one mission. We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Want to hear from our employees on what it's like to work at LPL? !We take social responsibility seriously. Want to see info on our benefits? 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 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 (800) 877-7210.

Keywords: LPL Financial, San Diego , VP, Sales Enablement, Sales , San Diego, California

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