AVP, Business Exit Solutions

Responsibilities

• Establish and collaborate with a community of LPL Advisors interested in offering business exit planning to build a pipeline of investment banking referrals
• Contribute to maintaining and expanding the team’s referral network of High‑Net‑Worth wealth adjacent service providers, including Investment Banking, Business Advisory, OTC Hedging and Monetization
• Proactively source leads through LPL advisors of qualified business owners ready for sale or scale
• Disposition, follow up, and follow through of qualified business planning leads
• Occasionally engage in public speaking and convey advanced subject matter in small and large public speaking settings such as webinars, conference calls, staff meetings, and presentations at LPL conferences
• Represent LPL Financial at external conferences, events, and industry functions
• Provide excellent customer service, record keeping, and reporting skills with an emphasis on verbal and written communication abilities
• Demonstrate keen strategic thinking, analytical skills, project management, and excellent time management abilities
• Balance a collaborative approach within a team with driving independent efforts across all levels of a dynamic, entrepreneurial, and fast‑paced organization

• Bachelor’s degree
• Minimum of 5 years’ experience in financial services or financial sales
• Strong personal financial planning knowledge and an understanding of financial services products and solutions
• Ability to excel in a fast‑paced environment encompassing multiple disciplines and product lines
• Strong communication skills, both verbal and written
• Highly collaborative with experience in servicing the needs of affluent and institutional clients
• Strong teamwork, leadership, and interpersonal skills
• MS Office
• Salesforce