Business Development Assistant focusing on lead generation and outreach for Acrobatic Arts and Tap Roots. Engaging dance studios while supporting the sales team with organized follow - ups and scheduling.
About the role
- Enterprise Internal Business Development Officer driving the recruitment of new bank and credit union relationships to LPL Financial. Collaborating with internal teams to support onboarding and sales processes.
Responsibilities
- Partner with EBDO and segment leadership to add prospective Financial Institutions into the pipeline through active prospecting (cold calling, networking, and leveraging social media)
- Effectively use Salesforce to capture activity, updates, and to schedule/plan next action steps
- Partner with EBDO and segment leadership to provide solutions and strategies in efforts to advance prospective Financial Institutions through the pipeline
- Schedule and prepare Home Office Vist (HOV) and Field Office Visit (FOV) meeting checklists; including agenda, internal partner coordination, and effective meeting planning
- In coordination with the EBDOs and firm Sales Enablement resources, utilizing content to build presentations that effectively communicate the LPL Institution Services value proposition for all FOVs and HOVs.
- Coordinate meeting follow-up items and draft responses to be sent to prospective financial institution
- Execute upon agenda delivery for all external and internal meetings and partner with sales strategy team to deliver effective content for prospective financial institution engagements
- Participate with EBDO in regularly-scheduled check-ins with enterprises that specialize in the support of financial institutions
- Leverage underwriting system and work with advisor capital or corporate development to approve pricing and draft proposals
- Draft pricing proposal based on underwriting results
- Coordinate internal resources to draft RFP’s, focused primarily on getting "answers in boxes" (0-80% completion of RFP)
- Coordinate resources to introduce signed financial institution to transition team, includes scheduling kickoff call and potential advisor enrollment materials
- Draft and maintain prospect workbook and enterprise prospect profile documenting key facts and decisions of all prospective financial institution in the pipeline
- Attend weekly transition calls for committed financial institutions
- Request draft contracts, amendments and non-disclosure agreement within the legal portal
- Input contract accommodations in onboarding system once financial institution joins LPL
- Disburse onboarding form upon contract execute to establish institution ID
- Execute transition assistance disbursement process
Requirements
- 5-10 years of sales experience demonstrating success in both feeding the sales funnel and progressing deals towards deal close
- Flexibility to support EBDOs nationally, across different time zones and geographic areas
- Strong understanding and passion for the financial services industry
- Direct experience working closely with financial advisors and/or the executive leadership teams of wealth management firms
- Demonstrate strong organizational, problem solving, and decision making skills
- Enthusiastic, polished, and professional demeanor
- Strong ability to develop and memorialize key workflows and pull projects through completion
- Superior communication skills
- Understanding of complex sales processes
- Coachable with an ability to pivot and adapt as priorities evolve
- Brand ambassador for LPL externally and for the ISBD team internally
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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