AVP, Client Success Management

LPL Financial LLC; Fort Mill (SC); On-site; USD 104,000 - 173,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking an AVP within Independent Advisor Services Relationship Management to lead advisor relationships, drive satisfaction, growth and retention, and partner with cross-functional teams. You will analyze advisor business needs, craft solutions, and act as the primary liaison between advisors and LPL.

Ideal candidates bring 5+ years in financial services, strong communication, and proven relationship management skills, with a focus on revenue growth and client service

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related field.
• 5+ years of experience in financial services, preferable in sales, consulting and/or client service/relationship management.
• 5+ years of experience and knowledge within the relevant client segment, organization, products, industry, and end-customer landscape.
• Proven ability to develop solutions that help advisors grow their business and achieve goals.

Responsibilities

• Develop a thorough understanding of advisor objectives and impact on the organization.
• Drive advisor satisfaction, revenue and asset growth, profitability; promote LPL services and products.
• Support internal partners and programs through strategic connection and referrals.
• Deliver regular reporting of client account status, activities, open items, wins, and concerns.
• Embrace changing priorities to align advisor and firm expectations and drive informed decisions.
• Document advisor activities and opportunities in Salesforce on a timely basis.

Skills

Executive presence

Strong communication

Relationship management

Analytical skills

Sales skills

Project management

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce CRM

Job description

Where Ambition Meets InnovationBuild 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.Job Overview:We are currently looking to hire an AVP within our Independent Advisor Services Relationship Management Organization. The Relationship Management team is responsible for satisfaction, growth and retention of LPL’s top advisors and offices. There will be an ongoing emphasis on managing, growing, and retaining his/her advisor relationships by using proven sales strategies and tactics with an emphasis on promoting the value, benefits, and features of LPL’s platform.By developing a thorough understanding of the advisors’ businesses, the AVP will be responsible for crafting effective solutions to assist them in developing their business goals and objectives. Additionally, the Success Manager will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management skills, sales skills, project management skills and business analytics to fully understand and achieve business growth, retention, and satisfaction objectives.The Relationship Management division is accountable for advisor satisfaction and retention. There are multiple strategies, tactics and metrics the Relationship Management team utilizes to drive those two outcomes.Responsibilities:Develop a master understanding of the advisor, their business objectives and their impact on the organizationDrive overall advisor satisfaction, revenue and asset growth, profitability; introduce LPL Financial services and productsSupport internal partners and programs through strategic connection and referralsAssist the Business Development team with recruiting opportunities representing Relationship Management and the firmDeliver regular reporting of client account status, including activities, open items, notable wins, and any concerns.Embrace change and competing priorities to ensure both LPL’s and the advisor’s expectations are met; present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in order to drive informed decision-makingUnderstand industry trends, products, platforms, resources and opportunitiesDemonstrate the highest levels of engagement and peer leadership within the teamManage attrition risk by proactively partnering with internal stakeholders to resolve high profile and complex situations.Conduct comprehensive annual Business Assessments and detailed reviews among key advisor relationshipsDocument advisor activities, business opportunities, communications in the Salesforce CRM on a timely basisDevelop a response plan to maintain or improve advisor satisfaction, overall sentiment and attrition riskUnderstand all areas related to the management of a successful practice including systems, technology, roles, responsibilities, marketing, sales process, product knowledge and financial planning with specific expertise in product & platform, advisor workflow, regulatory training and service and operationsWhat 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 are able to execute in a way that encourages creativity and continuous improvement.Requirements:Bachelor’s degree in Finance, Business, Economics or related field5+ years of experience in financial services preferable in sales, consulting and/or client service/relationship management5+ years of experience and knowledge within the relevant client segment, organization, products, industry, and end-customer landscape.Core Competencies:Ability to effectively communicate and build quality relationships over the teleconferences, as well as face-to-face, is critically important.Strong executive presence with the ability to interact with and influence key senior executive stakeholders.Ability to effectively analyze situations, applying solutions to achieve resolution.Thrives in a results-oriented environment with a do what it takes to approach and a demonstrated history of managing client relationships to achieve stated goals.A strong oral and written communicator who can convey messages, inspire action, and drive performance within areas of accountability.Ability to be flexible and adaptive is necessary.Preferences:Security licenses 7, 65, 63 or 66.Master of Business Administration degreePay Range:$103,927.00 - $173,143.00Actual 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!Company Overview: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 [phone].EAC 5.19.26