Business Development Representative responsible for creating demand for our platform and solutions in the US market. Collaborating with sales team to generate leads and drive revenue.
LF
Hybrid Senior Analyst - Business Development, Partial Book Acquisitions
Posted 3 months ago
About the role
- Sr. Analyst supporting LPL Financial's business development, consulting with Financial Advisors on valuations and acquisitions. Driving organic growth and managing relationships in the financial services sector.
Responsibilities
- Consult Financial Advisors on business valuation, exit planning, and monetization opportunities
- Demonstrate strong sales skills to drive results of acquired Assets Under Management
- Build and analyze financial models in Microsoft Excel
- Present and negotiate acquisition offers & deal structures
- Manage and execute on a sales pipeline in Salesforce
Requirements
- 2+ years of relevant experience in a sales role and/or M&A environment
- 1+ years of experience in the Financial Services Industry
- Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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