VP, Regional Banking and Lending Consultant
LPL Financial
About this role
The Regional Banking and Lending Consultant at LPL Financial partners closely with advisors and internal teams to promote adoption and integration of banking and lending solutions, including securities-backed lending and cash management capabilities. The role involves educating advisors, developing best practices, and supporting advisor transitions to enhance client service and expand business opportunities.
Skills
Qualifications
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$120k – $201k
per year