Institutional Sales Engineering Associate

Job Overview

The Institutional Sales Engineering Associate plays a critical role in enabling the success of LPL’s Institutional Business Development team by owning and systematizing the operational backbone of the sales process. This position partners closely with Business Development Officers (BDOs) to ensure that prospect engagements are well‑prepared, materials are accurate and compelling, and key processes are executed seamlessly.

• Support Business Development Officers by preparing for prospect engagements, including coordinating materials, logistics, and internal alignment.
• Manage and maintain prospect‑facing content, including content library organization, version control, and customization for specific engagements.
• Coordinate Home Office Visit (HOV) logistics and other high‑stakes meetings, including stakeholder coordination and execution support.
• Perform final deck polish to ensure materials are accurate, consistent, and presentation‑ready for executive audiences.
• Maintain Salesforce hygiene, ensuring pipeline data is accurate, up‑to‑date, and actionable for reporting and prioritization.
• Support NDA and RFP processes by coordinating internal inputs, tracking progress, and driving timely completion.
• Track key deal milestones (e.g., meetings, follow‑ups, diligence steps) and ensure timely execution across stakeholders.
• Draft and maintain internal deal materials, including prospect profiles.
• Identify opportunities to improve process efficiency, standardization, and consistency across the sales lifecycle.
• Partner with cross‑functional teams (e.g., Marketing, Corporate Development, Legal, Transition) to remove execution friction and move deals forward.

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together.

• Bachelor’s degree in Business, Finance, or related field with 1–2 years of relevant experience (financial services, consulting, sales support, or similar).

• 1–2 years of experience in Microsoft Office (PowerPoint, Excel, Word).

• Strong organizational and project management skills with the ability to manage multiple work streams in a fast‑paced environment.
• Excellent written and verbal communication skills, with the ability to produce polished, client‑ready materials.
• High attention to detail and a structured approach to executing and improving processes.

• Familiarity with CRM tools (e.g., Salesforce) and comfort working across cross‑functional teams.

$80,958.00 – $ (actual base salary varies based on factors such as relevant skill, prior experience, education, internal peers, performance, and geographic location).

LPL’s Total Rewards package is highly competitive, designed to support success at work, at home, and  includes 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EEO.