VP, Business Development Officer – Enterprise Sales, Financial Institutions

LPL Financial

. Consult with community banks and credit unions regarding their entire wealth management business, including retail, trust, and RIA .

Posted 9/17/2026full-timeRemote • Texas • United StatesLead💰 $224,500 - $374,150 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in wealth management, with a strong focus on B2B sales processes and the ability to engage C-Suite executives. Proficient in utilizing Salesforce and MS Office to track opportunities and develop strategic solutions in the banking and credit union sectors.

Highest-signal resume keywords

Wealth Management ExperienceB2B Sales ProcessSalesforce ProficiencyPresentation SkillsRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementB2B SalesSalesforceRegulatory ComplianceMarket Data AnalysisPipeline DevelopmentContracting with Financial InstitutionsRetail Banking KnowledgeTrust Services KnowledgeC-Suite Engagement

Soft Skills

Verbal CommunicationWritten CommunicationEntrepreneurial MindsetCollaborationAdaptability

Tools & Technologies

SalesforceMS Office SuiteOutlook

Industry Keywords

Community BanksCredit UnionsTrust MarketplaceTPM/BDRetail Wealth ManagementAdvisor BusinessesFinancial InstitutionsLPL FinancialSenior Wealth LeadersWealth Management Business

About the role

Key responsibilities & impact

Consult with community banks and credit unions regarding their entire wealth management business, including retail, trust, and RIA
Sell into large opportunities and work with prospects through the due diligence process
Lead coordination and execution with program management and internal stakeholders
Develop, feed, and close a robust pipeline of self-sourced and warm opportunities
Use a consultative B2B sales process to support growth in the institutional space across TPM/BD, trust, and unified wealth offerings
Track opportunities and activity in Salesforce, Outlook, and other tools
Maintain expert awareness of the competitive TPM/BD landscape and trust marketplace
Collaborate with internal business partners to strategize and develop winning solutions
Prioritize daily activities around the highest-gain opportunities
Apply client, partner, and prospect feedback to iterate offerings
Use market data to identify opportunities, influence capability development, and inform marketing campaigns

Requirements

What you’ll need

8+ years of extensive experience working in the wealth management industry
High level of proficiency in the bank, credit union, and/or trust space
Ability to travel as needed (approximately 25-50%)
Refined presentation skills and demonstrated success selling into the C-Suite of banks, credit unions, or similar organizations
Familiarity with business considerations for retail wealth management, retail banking, advisor businesses, and trust services, including regulatory compliance, technology, and service experience
Strong familiarity with the MS Office suite and Salesforce
Strong verbal and written communication skills
Ability to succeed within a dynamic, fast-paced environment
Entrepreneurial mindset and ability to navigate and close complex B2B sales opportunities
Familiarity with the LPL Financial value proposition for financial institutions and core technology
Familiarity with contracting with financial institutions
Understanding of differences between banks and credit unions
Existing network of senior wealth leaders or executives in community bank and credit union markets

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Potential sales incentive compensation based upon the applicable incentive compensation plan