VP, Regional Banking and Lending Consultant

Job Overview The Regional Banking and Lending Consultant is a critical role within the Banking & Lending organization. This role partners closely with internal teams, Advisors and their clients to drive adoption of banking and lending solutions including Cash Management Accounts, margin, the proprietary Secured Credit Account (SCA), and partner offerings within LPL’s distribution network. The primary focus is supporting the new SCA, a securities-based line of credit, and implementing a broad array of cash management capabilities to meet clients’ banking needs while delivering an exceptional Advisor experience. Responsibilities Serve as an expert on SCA, margin, and banking solutions and drive awareness among Advisors and the Advisor-facing LPL teams. Educate Advisors on integrating banking and lending capabilities into their practices to better meet clients’ financial needs and expand their businesses. Develop and disseminate best practices and sales enablement tools that help Advisors identify clients’ banking and lending needs and the optimal solutions to meet them. Attend advertised Advisor HOVs and LPL conferences to market banking and lending solutions. Collaborate with the Advisor Transitions team to provide white-glove service to newly recruited Advisors and help transition their clients’ loans to LPL. Collaborate with Advisors and their clients to develop tailored solutions for complex banking and lending needs. Serve as the voice of the Advisor and provide feedback and suggestions for continuous improvement to the Product Manager, Lending Solutions. Requirements Bachelor's degree in Finance, Business Administration, or a related field. Series 7 License or ability to obtain within 90 days. 10+ years of experience within financial services with strong knowledge of banking and lending products including securities‑backed lending and margin. Proven experience driving adoption of banking and lending products in an Advisor‑led wealth management organization. Exceptional ability to build strong relationships with colleagues and Advisors. Adept at influencing colleagues and Advisors to embrace new ideas and methods. Core Competencies Excellent verbal and written communication skills. Demonstrated ability to deliver compelling presentations to small and large audiences in a variety of venues. Strong desire and ability to solve problems and find creative solutions to meet Advisor and client needs. High commitment to owning the end‑to‑end resolution of issues. Ability to learn, assimilate, and communicate information effectively. Skilled at tailoring messages to diverse Advisor audiences with different business models. Willingness to travel as necessary to LPL’s sites and to visit key partners. Ability to work in a fast‑paced, dynamic environment with a focus on results. Pay Range $120,300–$200,500per year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL’s Total Rewards package is highly competitive and includes 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EEO. #J-18808-Ljbffr