What are the responsibilities and job description for the Inside Sales Desk Manager position at LPL Financial?
Job Overview :
The Inside Sales Desk Manager will drive activity, sales and growth by leading and growing our Business Development Desk at our East Coast locations. Responsibilities :
Develop sales and recruiting strategies to attract financial advisors.
Continually improve and evaluate recruitment practices, ideas, opportunities, and affinity partnerships to increase ability to source advisors.
Identify new advisors by making initial sales calls, as well as respond to internal inquiries made to LPL.
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.
Utilize discretion and independent judgment in evaluating potential advisors to determine whether the advisor and their book of business is an appropriate candidate for LPL.
Train and educate internal staff on the nuances of recruiting women, as well as coaching the home office presenters on who our competitors are, and what hurdles we need to overcome in order to win the business.
Identify external organizations, local events and conferences that create new sourcing channels, and attend events on behalf of LPL and the business development group.
Be a subject matter expert who can empower LPL’s business development team through consultation and by providing them with resources to attract women candidates from their territories.
Individually own certain advisor segments of the pipeline from initial contact to the advisor joining LPL, and work in close partnership with Regional Directors to help manage the other segments of the pipeline, including setting appointments on their behalf.
Partner with the BD leadership team to determine deliverables, timelines, and goals needed to integrate diversity sourcing projects and initiatives.
Partner with Advisor Diversity and Inclusion team to stay informed on firm-wide diversity and inclusion growth initiatives, and report insights from the field
Complete market research to understand where external talent pools exist and work collaboratively with internal teams to execute on women sourcing initiatives to tap into those talent pools.
Design, experiment and test new approaches to attracting diverse candidate slates.
Effectively leverage data to track key program performance indicators, identify trends and ensure projects and programs align to company priorities
What are we looking for? We want strong collaborators who are excited to contribute to our continued success in taking care of our advisors so that they take care of their clients. We are looking for people who thrive in a fast-paced environment, are team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Required :
Prior sales experience in the investment space, at least 2-4 years of Financial Services experience in a sales related role
5 years Financial Services experience in a sales related role; management or team leadership
Core Competencies :
Enthusiastic, polished professional demeanor
Ability to influence decisions and direction across the organization
Ability to build strong professional relationships throughout LPL
Superior verbal, written and listening skills required
Engaging and authentic presentation skills
Consultative and relationship building skills a must
Commitment to follow-up and follow-through
Strong organizational and time management skills
Team-player, positive "can-do" attitude
Experience designing creative sourcing strategies preferred
Demonstrated ability in a wide range of existing and emerging sourcing areas preferred, including but not limited to : inbound lead generation, recruitment marketing, market mapping and attraction strategies
Previous experience partnering with cross-functional teams and business leaders to manage, execute and implement strategies you designed
Strong familiarity with MS Word, MS Excel, MS PowerPoint, MS Outlook and Salesforce
Preferences :
- Licensed professional ie Series 7, 66, ETC
Pay Range : $130,100.00-$216,800.00 / year
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!
Company Overview : LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial : Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Salary : $130,100 - $216,800
