Hiring: VP, Business Development Officer, Enterprise Sales – Financial Institutions Company: LPL Financial Location: Austin, TX Job Posted Time: 2026-09-17 12:33:14 Target Skills & Keywords : Microsoft Office, Program Management, Regulatory Compliance, Salesforce, Wealth Management About the job Experience: •8+ years of extensive experience working in the wealth management industry, with a high level of proficiency in the bank, credit union, and/or trust space required Required Skills: •Consistently develop, feed, and close a robust pipeline of both self-sourced and warm opportunities to ensure consistency in execution, forecasting, and goal attainment. •Leverage a consultative B2B sales process to support LPL’s growth strategy for the institutional space across the TPM/BD, trust and unified wealth offerings. •Accurately and consistently track all opportunities and activity in Salesforce, Outlook, and other tools, as needed. •Develop and maintain an expert awareness of the competitive TPM/BD landscape and trust marketplace. •Build strong relationships and collaborate with internal business partners such as ISBD Leadership, Sales Enablement, Legal, Advisor Capital, Corporate Development, Business Transitions, and Client Success to strategize and develop solutions that lead to winning outcomes. •Demonstrated capacity to effectively prioritize daily activities focused on the highest gain opportunities. •Learn quickly from client, partner and prospect feedback, and apply an entrepreneurial mindset to iterate the offering nimbly. •Leverage market data to identify opportunities, influence capabilities development, and inform marketing campaigns. Qualifications: •Demonstrated capacity to travel as needed (approx. 25-50%). •Team-player with a positive can-do attitude, ability to self-direct and manage time effectively. •Refined presentation skills and demonstrated success selling into the C-Suite of banks, credit unions, or other similar organizations. •Operational familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services including regulatory compliance, technology, service experience, etc. •Strong familiarity with the MS Office suite and Salesforce. •Solid verbal and written communication skills to articulate an effective, concise and impactful message or story at the right altitude to a variety of internal and external audiences. •Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results. •Entrepreneurial mindset with an ability to successfully navigate and close complex, B2B sales opportunities. •Operational familiarity with the LPL Financial value proposition for financial institutions and core technology. •Operational familiarity with contracting with financial institutions. Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!