AVP, Regional Consulting

Are you passionate about delivering value for sales teams? Do you enjoy thinking creatively and have the ability to turn data and analytics into ideas and action? Do you have strong communication, data/analytical chops, enjoy process, and excel at problem-solving? If so, LPL Financial is the place for you!

Job Overview:

We are seeking an AVP Business Solutions Consultant to support the Vice President (VP), IS Consulting, LPL Business Solutions. This role focuses on driving adoption and utilization of LPL’s suite of Business Solutions within the Institution & Large Enterprise channel. The AVP Consultant will collaborate with both internal stakeholders and external clients to execute strategic initiatives, deliver exceptional service, and support the VP in achieving departmental and organizational goals.

Responsibilities:

• Foster a collaborative, high-performance culture that values innovation, transparency, and professional development.

• Support internal teams—including Client Success, Relationship Management, Business Development, Growth Solutions, and Corporate Strategy—in executing sales strategies and increasing adoption of Business Solutions.

• Assist with field-facing engagement initiatives, including territory management, on-site meetings, and LPL-hosted conferences.

• Conduct market analysis to identify trends and insights, supporting the development of innovative solutions to enhance client experience and internal effectiveness.

• Contribute to achieving budgetary and strategic goals aligned with organizational objectives.

• Assist with managing advisor and enterprise retention, proactively supporting escalated issues in collaboration with internal teams.

• Develop and maintain strong relationships with internal and external stakeholders to influence outcomes and drive results.

What are we looking for?

We want strong collaborators who are eager to learn and deliver a world-class client experience. The ideal candidate thrives in a fast-paced environment, is detail-oriented, client-focused, and demonstrates a commitment to continuous improvement.

Requirements:

• Bachelor’s degree or equivalent professional experience.

• Ability to travel up to 25%.

• 2–3 years of experience in the financial services industry or a related field.

Core Competencies:

• Strong organizational and time management skills.

• Excellent verbal and written communication skills.

Preferences:

• Experience with Business-to-Business sales

• Skillset tailored to the banking and credit union sector

• Experience supporting or consulting with financial advisors, small business owners, or institutions.

• Familiarity with sales processes and strategies.

• Strong problem-solving and analytical skills.

• Comfort with delivering presentations and facilitating discussions.

Pay Range:

$122,000.00-$203,300.00/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.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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