VP, Institution Strategy & Enablement

$155,300 - $258,800/Yr

LPL Financial - San Diego, CA

Full-time - Senior

San Diego, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Vice President, Institution Strategy & Enablement at LPL Financial plays a crucial role in leading the sales strategy and enablement functions for the Institution Business Development team. This position focuses on attracting financial institutions and product manufacturers to the firm, providing strategic insights, optimizing sales processes, and developing content to enhance business development efforts. The role requires collaboration with various teams and a strong emphasis on data-driven decision-making to support the organization's growth objectives.

Responsibilities

• Streamline sales pipeline processes, reporting, forecasting, and KPI tracking
• Deliver data-driven insights and recommendations to business development officers (BDOs) to enable pipeline feeding and management, and to enhance prospect engagement
• Provide BDOs with the content, playbooks, and other tools necessary to sell more effectively
• Equip the organization with data and insights to support better decision making
• Serve as the primary NRB partner to Corporate Strategy, Finance, Marketing, and Relationship Management teams
• Customize engagement strategies for prioritized opportunities
• Coach and develop team members on technical and business skills

Requirements

• Bachelor's degree in Business Administration, Finance, Engineering, or Liberal Arts
• 7+ years of experience, with 5+ in financial services, banking, strategy, or consulting
• Reside in or open to relocate to San Diego, CA or Charlotte, NC metro area
• Strong communication skills, with ability to adapt to different audiences and influence decisions
• Exceptional analytical skills, leveraging data to deliver actionable insights
• Positive attitude and desire to be part of an entrepreneurial team

Nice-to-haves

• Master of Business Administration (MBA) degree
• Robust understanding of the financial intermediation space (specifically: banking)
• Prior experience in building and empowering highly effective teams

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off