Sales Manager - Wealth Advisors Group

Sales Manager

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. The ideal candidate for the Sales Manager role will have a solid understanding of the financial services industry, brokerage operations, along with proven success with operating in a dynamic fast-paced environment. Outstanding customer service and effective communication skills are essential. The team lead will be responsible for overseeing the day-to-day responsibilities of a team of licensed financial advisors. They will be responsible for overseeing and reporting on topics surrounding sales performance, talent management including recruiting, workforce management including administrative items, and client management.

Responsibilities

The responsibilities include :

• Talent Management : Create a culture of growth, ensuring that relationship deepening is being properly executed and that business objectives are being met. Conduct regular one on ones with advisors to discuss career development, goal setting, and setting appropriate expectations. This also includes recruiting efforts to bring in additional talent as necessary to support business goals.
• Sales Performance : Conduct coaching sessions and training to help advisors expand their knowledge and meet their sales goals. Drive engagement by promoting a healthy and positive competitive culture.
• Business Management : Review advisor productivity, SLA, and progress towards the business' goals. Create reports surrounding current and past sales trends and report up.
• Workforce Management : Supervise the investment and relationship deepening process and ensure coordination and adherence to policies and procedures. Manage all time off requests to confirm that we always have appropriate staffing levels to support SLA.
• Client Management : Handle all manager callbacks and client escalations in a timely manner. Coach our advisors on best practices to mitigate client complaints and ensure that we are putting our clients first. Additionally, possess a deep understanding of our operational processes to answer questions.
• Stakeholder Partnership : Work with key partners to identify, develop and execute initiatives that improve advisor productivity, enhance the end investor experience, and accelerate new client acquisition.

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

Pay Range : $105,700.00-$176,200.00 / year The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.