Sales Manager - Wealth Advisors Group

Responsibilities

• 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 positivepetitive 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 clientplaints 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 :

#LI-PA

Pay Range : $105,$176,

The pay salary range is inclusive of base salary and potential sales incentivepensation based upon the applicable incentivepensation 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. Incentivepensation is dependent on achievement of goals set forth in the incentivepensation plan. Additionally, LPL Total Rewards package is highlypetitive, 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!

LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in ourmitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial : Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

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 onlymunicate with a job applicant directly from an 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.

Job ID R-045446