Lee Christopher
Sales Leader - Business Growth Strategies | Wealth Management | Business Transformation
- Role
- Senior Vice President - Strategic Business Development at LPL Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Lee Christopher
I build businesses, equitable, inclusive, and diverse cultures, and high-performing teams. I accomplish this by connecting to company purpose, developing growth strategies, spearheading integration efforts, leveraging tools and engagement models, focusing on the customer experience, and championing talent development and retention initiatives. I held leadership roles in Wealth Management, Sales, Private Financial Management, and Retail Branch Management. I am a highly driven leader who affects positive change and moves things forward with the right people.Career Highlights:Piloted virtual services for clients in key test regions, recruited new Premier Banking leadership, and formed new teams in North Carolina, Texas, and Pennsylvania, which enabled one-on-one client engagement and propelled business growth. Co-led over 250 client facing teammates nationwide, resulting in a significant increase in new deposits and investments.Spearheaded the integration between the Private Banking and Wealth Management businesses in Mid-Atlantic markets and produced a division that exceeded the pre-tax income targets. Built strong advisor engagement through a “beliefs–behaviors–results” leadership philosophy that built a premier banking culture and provided a meaningful way to relate to clients and increase engagement.Developed a compensation strategy that supported company mission and purpose, provided clear expectations for advisors, and increased revenue.LPL Financial Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Senior Vice President - Strategic Business Development
Aug 2024 — Present · Charlotte, NC, US
Education
Virginia Tech
Bachelor of Science - BS
Skills
- Credit
- Financial Analysis
- Wealth
- Series 7
- Wealth Management
- Retirement Planning
- Investments
- Strategic Financial Planning
- Finance
- Securities
- Portfolio Management
- Financial Advisory
- Financial Services
- Banking
- Risk Management
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