Sr. Analyst supporting LPL Financial's business development, consulting with Financial Advisors on valuations and acquisitions. Driving organic growth and managing relationships in the financial services sector.
Responsibilities
Consult Financial Advisors on business valuation, exit planning, and monetization opportunities
Demonstrate strong sales skills to drive results of acquired Assets Under Management
Build and analyze financial models in Microsoft Excel
Present and negotiate acquisition offers & deal structures
Manage and execute on a sales pipeline in Salesforce
Requirements
2+ years of relevant experience in a sales role and/or M&A environment
1+ years of experience in the Financial Services Industry
Proficient/Advanced in Microsoft Excel, PowerPoint, and Salesforce
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Job title
Senior Analyst - Business Development, Partial Book Acquisitions
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