Internal Regional Director - Specialist

IRD Support Specialist

Where ambition meets innovation. Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The IRD Support Specialist oversees the sales pipeline by providing superior service and sales support relative to the various affiliation models s position supports the sales pipeline through every stage of the buying process within their territories. The IRD Specialist possess a higher level of knowledge and expertise relative to the various LPL affiliations and acts as the liaison between the sales, marketing and product teams in support of the Regional Director Specialist.

The role's primary function will be to optimize the sales process relative to the territory pipeline.

• Outbound call and territory specific campaigns relative to affiliation models (Linsco, RIA and Strategic Wealth).
• Set appointments for external recruiters to meet with advisors in-field.
• Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor is an appropriate candidate for LPL prior to introducing to the pipeline.
• Oversees and manages issues resolution relative to deals in pipeline
• 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.
• Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL, and work in close partnership with RD to help manage the other segments of the pipeline.
• Owns request for information management and delivery
• Owns and manages the transition assistance process
• Responsible for pro formas and analytics relative to territory pipeline
• Creates customized pitch decks for large/complex deals
• Schedule and host subject matter expert calls and home office visits (in external recruiter absence)
• Prepare presenters for subject matter expert calls and home office visits
• Researches and maintains territory specific competitive Intel

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.

• 5+ years in sales, sales enablement, advanced markets, or marketing roles within the financial services industry

• Some business travel (10%) with increased travel expectations if outside the San Diego or Charlotte markets to support home office visits
• Excellent speaking, listening, writing and presentation skills
• Student of industry with knowledge of various industry trends
• Commitment to follow-up and follow-through
• Well-organized, strong time management skills
• Team-player, positive "can-do" attitude
• Self-starter with process discipline that can thrive in a work from home environment
• Ability to create presentations and other sales support assets in collaboration with marketing

• Bachelor's degree
• Series 7 & 66
• Ability to navigate a CTI (Computer Telephony Integration)
• Ability to work with CRMs i.e. Salesforce
• Ability to efficiently navigate Microsoft Office Application and Virtual Platforms (Web Ex, Zoom, Microsoft Team)
• Financial Services experience
• Consultative skills
• Proficiency with Salesforce
• Strong analytical skill set

* Pay does not reflect total compensation*

Pay Range: 88,650. 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!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that…