VP, Regional Banking and Lending Consultant
Core
Drive adoption of LPL's banking and lending solutions (Cash Management, margin, Secured Credit Account) for financial advisors to serve their clients' liquidity and business needs.
Role type
Senior IC Regional Banking and Lending Consultant
Builds
Advisor-facing banking and lending product adoption and implementation
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Securities-backed lending expertise, margin products knowledge, sales enablement development, advisor relationship management, complex solution design, conference marketing
Preferred skills
None stated
Technologies
None stated
Responsibilities
Drive awareness of banking and lending solutions among advisors, Educate advisors on integrating banking capabilities, Develop sales enablement tools and best practices, Market solutions at advisor conferences, Collaborate on client loan transitions, Develop tailored solutions for complex needs, Provide feedback to Product Management
Seniority
Senior, hands-on IC