VP, Sales Lead

LPL Financial

Sales Lead at LPL Financial, driving team performance within wealth management services and enhancing client relations. Overseeing compliance and talent management to meet business objectives.

Posted 6/11/2026full-timeTempe • Arizona, South Carolina • 🇺🇸 United StatesSenior💰 $180,000 - $300,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

sales process developmentteam performance diagnosisproductivity action plansclient managementrelationship deepening

Soft Skills

leadershipteam managementcommunicationorganizational skillsrelationship building

Tools & Technologies

CRM systemsSLA managementopportunity segmentation

Certifications & Qualifications

FINRA Series 7FINRA Series 66FINRA Series 9/10

Industry Keywords

financial serviceswealth managementinvestment knowledgesales leadership

About the role

Key responsibilities & impact

Lead and manage the day-to-day activities of team consisting of Team Leaders, Financial Advisors, Client Service representatives, and Operations staff
Create a culture of growth, ensuring that relationship deepening is being properly executed and that business objectives are being met
Diagnose team performance and gaps to develop action plans to drive productivity
Develop and implement a consistent sales process for all team members
Drive client management and relationship deepening routines
Manage all service-like aspects of the business to ensure things run smoothly and client needs are met
Supervise the investment and relationship deepening process and ensure coordination and adherence to policies and procedures

Requirements

What you’ll need

Active FINRA licenses: Series 7, 66, and 9/10
Minimum 5+ years of experience in financial services
Strong wealth management industry and investment knowledge
At least 4+ years of experience in sales leadership
5+ years’ experience with CRM systems, SLA management, and opportunity segmentation

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off