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Sr. Sales Support Specialist

LPL Financial

LPL Financial

Customer Service, Sales & Business Development
United States · Remote
Posted on Thursday, June 6, 2024

Are you an administrative professional? Are you detail-oriented? Are you able to work well in a fast-paced sales environment? Excited to learn more? If so, then this could be the role 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:

The Senior Sales Support Specialist will provide administrative support to a team of internal and external recruiters within LPL’s Business Development department. LPL’s Business Development department is responsible for the recruitment of financial advisors and financial institutions to the firm.


  • Submit production reports via Salesforce to the Advisor Capital team and provide timely follow-up

  • Submit business analysis questionnaires (BAQ) to the Advisor Capital team in order to aid in the transition assistance underwriting process and provide timely follow-up

  • Draft recruit offer letters and submit for approval for all affiliation models: Strategic Wealth, Linsco, Large Enterprise, Core, and RIA

  • Submit contract accommodations via Salesforce in order to process any accommodations that were granted as part of a recruit’s underwriting and offer process

  • Submit and track the disbursement of a recruit’s transition assistance payment via Salesforce

  • Act as a liaison between Business Development and internal business partners relative to offer letter and TA disbursement

  • Perform data entry and maintenance within Salesforce records as necessary

  • Become proficient in Salesforce in order to build reports and dashboards to provide efficiency to the sales team

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.


  • 2+ years in an administrative related role

  • Bachelor’s degree in Finance, Business Administration or related areas

Core Competencies:

  • Effective written and verbal communication skills are required

  • Ability to communicate with leadership, field recruiting professionals and internal recruiters

  • Strong attention to detail and organization skills are a must

  • Ability to learn and retain key information relative to offer letter & TA disbursement

  • Stay focused and meet tight deadlines in a remote working environment

  • Ability to be a strong and positive team player

  • Ability to meet deadlines and manage multiple priorities in a fast paced sales environment


  • Experience using Salesforce is preferred

  • Financial services experience preferred

  • Exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word.

Pay Range:


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 (855) 575-6947.