VP, Business Development Officer – Enterprise Sales, Financial Institutions

This is a fully remote position, open to applicants in Texas.

📋 Description

• Provide consulting services to community banks and credit unions regarding their comprehensive wealth management operations, encompassing retail, trust, and RIA.

• Engage in large-scale sales opportunities and guide prospects through the due diligence phase.

• Oversee coordination and execution in collaboration with program management and internal teams.

• Cultivate, nurture, and finalize a strong pipeline of both self-sourced and warm opportunities.

• Implement a consultative B2B sales approach to foster growth in the institutional sector across TPM/BD, trust, and unified wealth solutions.

• Monitor opportunities and activities using Salesforce, Outlook, and various other tools.

• Maintain a deep understanding of the competitive landscape within TPM/BD and the trust market.

• Work together with internal business partners to devise and develop effective solutions.

• Focus daily tasks on the most promising opportunities for maximum gain.

• Incorporate feedback from clients, partners, and prospects to refine offerings.

• Leverage market data to pinpoint opportunities, influence capability development, and guide marketing initiatives.

⛳️ Requirements

• Over 8 years of substantial experience in the wealth management sector.

• High degree of expertise in the banking, credit union, and/or trust domains.

• Willingness to travel as required (approximately 25-50%).

• Polished presentation abilities and a proven track record of selling to C-Suite executives of banks, credit unions, or comparable organizations.

• Knowledge of business considerations related to retail wealth management, retail banking, advisory businesses, and trust services, including regulatory compliance, technology, and service experience.

• Strong proficiency in the MS Office suite and Salesforce.

• Excellent verbal and written communication skills.

• Capacity to thrive in a dynamic, fast-paced environment.

• Entrepreneurial spirit and the ability to navigate and close intricate B2B sales opportunities.

• Familiarity with the LPL Financial value proposition for financial institutions and core technology.

• Understanding of contracting processes with financial institutions.

• Insight into the distinctions between banks and credit unions.

• Established network of senior wealth leaders or executives within community bank and credit union markets.

🏝️ Benefits

• 401K matching.

• Health benefits.

• Employee stock options.

• Paid time off.

• Volunteer time off.

• Potential sales incentive compensation based on the relevant incentive compensation plan.