Internal Regional Director - 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. Job Overview The IRD Support Specialist oversees the sales pipeline by providing superior service and sales support relative to the various affiliation models at LPL (Linsco, RIA and Strategic Wealth). This position supports the sales pipeline through every stage of the buying process within their territories. The IRD Specialist possesses 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 is to optimize the sales process relative to the territory pipeline. Responsibilities 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. Oversee and manage issues resolution relative to deals in the 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 manage other segments. Own and manage the request for information management and delivery. Own and manage the transition assistance process. Responsible for pro formas and analytics relative to territory pipeline. Create 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. Research and maintain territory specific competitive intelligence. Requirements 5+ years in sales, sales enablement, advanced markets, or marketing roles within the financial services industry. Excellent speaking, listening, writing, and presentation skills. Strong analytical skill set. Student of industry with knowledge of various industry trends. Core Competencies Ability to navigate a CTI (Computer Telephony Integration). Ability to work with CRMs, e.g., Salesforce. Ability to efficiently navigate Microsoft Office applications and virtual platforms (WebEx, Zoom, Microsoft Teams). Ability to work under stress and meet deadlines. Some business travel (10%), with increased travel expectations outside San Diego or Charlotte markets to support home office visits. Excellent speaking, listening, writing, and presentation skills. Proficiency with Salesforce. Strong analytical skill set. Student of industry with knowledge of various industry trends. Preferences Bachelor’s degree. Series 7 & 66. Financial Services experience. Superior verbal and written communication skills. Consultative skills. 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. Pay and Benefits Pay Range: $88,650.00 - $147,750.00. The pay range includes base salary and potential sales incentive compensation based on the applicable incentive compensation plan. LPL Total Rewards include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Principals only. EOE. All other application instructions are omitted for brevity. #J-18808-Ljbffr LPL Financial LLC