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 possess 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 will be 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.
• Oversees and manages issues resolution relative to deals in 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 help manage the other segments of the pipeline.
• Owns request for information management and delivery
• Owns and manages the transition assistance process
• Responsible for pro formas and analytics relative to territory pipeline
• Creates 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
• Researches and maintains territory specific competitive Intel

What are we looking for?

We want strong collaboratorswho can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5+ years in sales, sales enablement, advanced markets, or marketing roles within the financial services industry

Core Competencies:

• Ability to navigate a CTI (Computer Telephony Integration)
• Ability to work with CRMs i.e. Salesforce
• Ability to efficiently navigate Microsoft Office Application and Virtual Platforms (Web Ex, Zoom, Microsoft Team)
• Ability to work under stress and meet deadlines
• Some business travel (10%) with increased travel expectations if outside the 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 are required
• 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 does not reflect total compensation*

Pay Range: