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AVP, Technology Sales Demonstrator

LPL Financial

LPL Financial

IT, Sales & Business Development
Multiple locations
Posted on Wednesday, January 3, 2024

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview: As the AVP, Technology Pre-Sales Demonstrator, you’ll work directly with independent advisors and financial institutions that are interested in joining LPL. As the subject-matter expert on LPL’s core technology, you’ll be responsible for demonstrating the value of our platform to prospects and how it can make a positive impact on their business. You’ll play a key role in the sales process and be an instrumental part of the prospect’s buying decision.

Responsibilities:

  • Connect directly with prospective advisors using a consultative approach to promote LPL’s core technology, focused on describing the efficiencies within LPL’s core technology platform and explaining the value various solutions will bring to the advisor’s practice.

  • Deliver compelling technology presentations and demonstrations, both in person and virtually, to prospective advisors throughout the country, and support requests for technology information. This will be your primary focus; an average of four presentations per day should be expected.

  • Manage a team of technology presenters, including coaching and review of presentation skills and providing training where needed.

  • Partner with product owners throughout the firm to understand future enhancements to our technology. Champion and communicate these future enhancements to business partners.

  • Partner directly with our recruiting team to coordinate technology demos. Maintain a centralized mailbox and calendar that are used for requesting and scheduling the demos.

  • Invite advisors joining LPL to attend weekly training workshops.

  • Stay up to date on new LPL product features and releases, industry trends, and competitive insights.

  • Identify opportunities to make improvements in the overall sales process and solution delivery to best meet prospects’ needs.

What are we looking for?

We want strong collaborators who 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:

  • Minimum of 2 years of experience in a technology sales role

  • Exceptional sales skills, with the ability to promote technology specific to the unique needs of the customer

  • Understanding of LPL’s core technology platform and third-party integrations; knowledge of the broader fintech landscape is a plus

  • Sound technical expertise, with an ability to communicate technical information and resources in an accessible way to customers of all tech abilities

  • Exceptional presentation skills incorporating high levels of engagement; proven track record in leading effective tech demos

Preferences:

  • Clear and accurate communication skills (both verbal and written), as well as an engaging presence that exhibits excellent interpersonal skills, patience, and flexibility

  • A positive attitude, ability to motivate learners, and establish credibility quickly

  • Adaptable, having the unique ability to adjust a presentation based on audience knowledge and client type

  • Bachelor’s degree preferred

  • Experience in the financial services industry preferred


Pay Range:

$93,840-$140,760/year


Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. 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!


Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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 (800) 877-7210.