Total 2 Internship level Sales / Marketing job vacancies in Charlotte, NC

Are you solution-oriented and enthusiastic about delivering results? Do you like thinking creatively, creating new solutions, managing projects and problem solving? Are you passionate about recruiting enterprises to the LPL platform?

Do you enjoy running a large/complex project and having ownership and responsibility of the strategy and execution?

Excited to learn more? If so, then this could be the role for you!
 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The role of the Enterprise Internal Business Development Officer (IBDO), Financial Institutions is to be the sales partner to the Enterprise External Business Development Officer (EBDO), Financial Institutions. They are responsible for driving outsized performance in the recruitment of new bank and credit union wealth management relationships to LPL Financial. This role will provide exposure throughout LPL, while supporting the end-to-end process of onboarding a new financial institution.

This position is designed for an individual with a background in Business-to-Business sales. Skills required include: organizational, communication, and ability to prioritize while executing quickly.  Having a strong work ethic, being an effective communicator, strong project management skills and a sense of diplomacy will be imperative to the success of in this role.

Responsibilities:

• Partner with EBDO to add prospective Financial Institutions into the pipeline

• Partner with EBDO to provide solutions and strategies in efforts to move prospective Financial Institutions through the pipeline

• Schedule and prepare Home Office Vist (HOV) and Field Office Visit (FOV) meeting checklists; including agenda, internal partner coordination, and effective meeting planning

• Coordinate meeting follow-up items and draft responses to be sent to prospective financial institution

• Execute upon agenda delivery for all external and internal meetings and partner with sales strategy team to deliver effective content for prospective financial institution engagements 

• Participate with EBDO in regularly-scheduled check-ins with enterprises that specialize in the support of financial institutions

• Leverage underwriting system and work with advisor capital or corporate development to approve pricing and draft proposals

• Draft pricing proposal based on underwriting results

• Coordinate internal resources to draft RFP’s, focused primarily on getting "answers in boxes" (0-80% completion of RFP)

• Coordinate resources to introduce signed financial institution to transition team, includes scheduling kickoff call and potential advisor enrollment materials

• Draft and maintain prospect workbook and enterprise prospect profile documenting key facts and decisions of all prospective financial institution in the pipeline

• Attend weekly transition calls for committed financial institutions

• Request draft contracts, amendments and non-disclosure agreement within the legal portal

• Input contract accommodations in onboarding system once financial institution joins LPL

• Disburse onboarding form upon contract execute to establish institution ID

• Execute transition assistance disbursement process

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree in business or related field of study from an accredited college or university

• Possess 5 - 10 years direct/equivalent experience with offering wealth management services within a bank or credit union

• Possess strong project management skills

• Excellent communication, presentation, written, and interpersonal skills

• Proven ability to manage concurrent complex projects and prioritize delivery

Preferences:

• Strong understanding and passion for the financial services industry

• Direct experience working closely with financial advisors and/or the executive leadership teams of wealth management firms

• Demonstrate strong organizational, problem solving, and decision making skills

• Enthusiastic, polished, and professional demeanor

• Strong ability to develop and memorialize key workflows and pull projects through completion

• Superior communication skills

• Understanding of complex sales processes

 

Pay Range:

78,400-117,600/year

 

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. This position is also eligible to earn sales incentive compensation. 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. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer!

 

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 (800) 877-7210.

Brand Overview:

LOFT launched in 1998 and today has 570 full-price and outlet stores. LOFT creates modern, feminine and versatile clothing for women with one common style goal: to look and feel confident, wherever the day takes them. Our collections reflect our belief that there’s no one way to dress, just like there’s no right or wrong way to look or be. LOFT's mission is to combine inspiring modern casual fashion, ingenious ease of dressing solutions and impactful community actions to fuel self-confidence and be an uplifting, trusted resource so that she can live out loud.

We believe what you do is just as important as how you do it. We're committed to fostering a community where all Associates lead with their strengths, feel connected to what we stand for, are accountable to growing our culture together, and are supported in their individual development. You're invited to discover the unparalleled opportunities that await you.

Ready to apply? We currently have an opportunity for a LOFT Internship | Fashion/Merchandising/Marketing to join our team located at our Store 0685-Street of Southpoint-ANN-Durham, NC 27713.

Position Overview:

Program Details:

The LOFT associate internship program targets top university students for a future career in retail. This highly selective program offers participants an opportunity to explore the fashion industry, focusing on client experience, product placement & product feedback, marketing and social media. During the program, interns will gain exposure to the business through hands-on learning, team projects and so much more. Internships are paid, part-time and can be continued on to permanent employment.

Position Overview:

Responsibilities will include: Providing exceptional client services, operating as the Manager on Duty in the absence of a manager, performing operational and transactional functions, handling client service issues, issuing approvals for desk transactions as well as opening and closing the store. The Sales Lead will refer all duties which require managerial experience and/or approval to the Store Manager (e.g. disciplinary action, hiring, and terminating associates).

Primary Responsibilities/Accountabilities:

• Embraces our values & sets an example through his/her behaviors
• Responsible for compliance with all ANN INC. practices and procedures
• Additional responsibilities as assigned by the Store Manager or Co-Manager

Sales Lead Responsibilities

In addition to Sales Associate roles of providing excellence in delivering the Client Experience, the Sales Lead is responsible for supporting the Store Manager and CO-Manager in overseeing the operational functioning of the store including, but not limited to:

• Supporting the business strategy & adjusting to effectively reach goals
• Driving revenue by proactively managing the client experience while effectively performing Manager On Duty responsibilities – Assuming the MOD role when Store Manager/Co-Manager is not on the floor
• Utilizing tools to ensure a client-focused team environment
• Driving volume & anticipating clients’ needs while communicating store metrics & individual performance to motivate associates
• Coaching Associates “in the moment” on client interactions & performance to maximize productivity & capture client opportunities
• Possessing keys to the store, performing opening and closing procedures in the absence of management (e.g., opening/closing registries, opening checklists, bank deposits, filling in, recovery, cleaning, retrieves/send email, review AT Web, accepts/receives shipment
• Assuming PIN and signature privileges for register functions requiring approval
• Utilizing reports to make effective merchandising decisions & style the store in Division standards
• Leveraging tools, assessing and taking action to drive operational excellence through Standard Operating Procedures (SOP’s)
• Ensure optimal coverage and productivity in all areas of the store through scheduling appropriately
• Complete daily tasks to ensure store runs smoothly and meets all ANN INC. standards and guidelines
• Reports to work as scheduled; records time worked accurately by using ANN INC.’s Time and Attendance system; remains flexible to the needs of the business
• Embraces fashion, understands current market trends and is able to articulate them using ANN INC. interpretations in every client interaction. Represents the brand by adhering to ANN INC.’s dress code guidelines
• Treats others fairly and with respect, valuing differences

Position Requirements:

• Client Service: Ensures that the client remains the top priority while balancing required tasks and overall store operations
• Store Operations and Organization: Ability to organize, delegate, prioritize assignments, and meet deadlines
• Merchandising: Knowledge of visual standards and techniques, and ability to implement and maintain with ANN INC.’s guidelines
• Accuracy: Ability to handle cash and provide change without error. Ability to prepare nightly deposit as necessary. Captures accurate information for all transactions including signatures, addresses, and original receipt data
• Communication: Communicates effectively with Clients, Members of Management, Business Partners, and Store Associates
• Schedule: Ability to work a flexible schedule to meet the needs of the business, including evening and weekend shifts
• Physical: Ability to lift and carry up to 20 pounds occasionally. Maneuver effectively around sales floor, stock room and office

Educational Requirements and Experience:

• Minimum Requirements: High School Diploma or GED
• Minimum six months Sales Associate experience with ANN INC. or equivalent experience with another retailer in a position of sales associate or higher
• Part-time or full-time managerial experience preferred

Location:

Store 0685-Street of Southpoint-ANN-Durham, NC 27713

Position Type:

Regular/Part time

Equal Employment Opportunity

The Company is committed to hiring and developing the most qualified people at all levels.  It is our policy in all employment decisions to ensure that all associates and potential associates are evaluated on the basis of qualifications and ability without regard to sex (including pregnancy), race, color, national origin, religion, age, disability that can reasonably be accommodated without undue hardship, genetic information, military status, sexual orientation, gender identity, or any other protected classification under applicable law.  We do not discriminate in any of our employment policies and practices.  All associates are expected to follow these principles in all relationships with other associates, applicants, or others with whom we do business. 

The Company welcomes applications from people with disabilities.  Accommodations are available on request for candidates taking part in all aspects of the application process. 

Note to Applicants:  Smoking is prohibited in all indoor areas of the Company unless designated smoking areas have been established by a particular location in accordance with applicable law.