VP, Regional Banking and Lending Consultant
Core
Drive adoption of LPL's banking and lending solutions (Cash Management, margin, Secured Credit Account) for Advisors and their clients to meet financial needs and expand businesses.
Role type
Senior IC Regional Banking and Lending Consultant
Builds
Banking and lending solutions (Cash Management Accounts, margin, Secured Credit Account) for Advisors
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Banking and lending product expertise, Sales enablement, Advisor relationship management, Solution design for complex needs, Presentation skills, Regulatory compliance (Series 7)
Preferred skills
Experience in Advisor-led wealth management, Influencing stakeholders, Travel readiness
Technologies
LPL proprietary platforms, Cash Management systems, Margin systems, Secured Credit Account (SCA)
Responsibilities
Drive awareness and adoption of banking/lending solutions among Advisors, Educate Advisors on integrating banking capabilities, Develop sales enablement tools and best practices, Collaborate on tailored solutions for complex client needs, Support Advisor transitions and client loan transfers, Provide feedback to Product Management
Seniority
Senior, hands-on IC