Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The Institutional Sales Engineering Associate plays a critical role in enabling the success of LPL’s Institutional Business Development team by owning and systematizing the operational backbone of the sales process. This position partners closely with Business Development Officers (BDOs) to ensure that prospect engagements are well-prepared, materials are accurate and compelling, and key processes are executed seamlessly.

This role sits at the center of a high-growth segment of the firm and directly influences the team’s ability to scale effectively and win new business. Given the breadth of exposure across sales strategy, content development, and internal coordination, this is a high-learning, high-visibility role and an ideal entry point for an analyst early in their career at LPL.

Responsibilities:

• Support Business Development Officers by preparing for prospect engagements, including coordinating materials, logistics, and internal alignment

• Manage and maintain prospect-facing content, including content library organization, version control, and customization for specific engagements

• Coordinate Home Office Visit (HOV) logistics and other high-stakes meetings, including stakeholder coordination and execution support

• Perform final deck polish to ensure materials are accurate, consistent, and presentation-ready for executive audiences

• Maintain Salesforce hygiene, ensuring pipeline data is accurate, up-to-date, and actionable for reporting and prioritization

• Support NDA and RFP processes by coordinating internal inputs, tracking progress, and driving timely completion

• Track key deal milestones (e.g., meetings, follow-ups, diligence steps) and ensure timely execution across stakeholders

• Draft and maintain internal deal materials, including prospect profiles

• Identify opportunities to improve process efficiency, standardization, and consistency across the sales lifecycle

• Partner with cross-functional teams (e.g., Marketing, Corporate Development, Legal, Transition) to remove execution friction and move deals forward

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:

• Bachelor’s degree in Business, Finance, or related field with 1–2 years of relevant experience (financial services, consulting, sales support, or similar)

• 1-2 years of experience in Microsoft Office (PowerPoint, Excel, Word)

Core Competencies:

• Strong organizational and project management skills with the ability to manage multiple workstreams in a fast-paced environment

• Excellent written and verbal communication skills, with the ability to produce polished, client-ready materials

• High attention to detail and a structured approach to executing and improving processes

Preferences:

• Familiarity with CRM tools (e.g., Salesforce) and comfort working across cross-functional teams

Pay Range:

$80,958.00 - $134,930.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com

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 only communicate with a job applicant directly from an @lplfinancial.com 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.

EAC 5.19.26