AVP, Strategic Accounts — Remote Leadership

Tech Sales Jobs; Fort Mill (SC); Hybrid; USD 100,000 - 167,000; Full time

Job summary

LPL Financial is seeking an AVP, Strategic Account Manager to guide top enterprise relationships and collaborate with the SAM team. You will align resources, manage complex issues, and drive growth, retention, and client satisfaction for the firm’s largest RIAs and OSJs, leveraging Salesforce and cross-functional partnerships.

In this role you’ll own contract accommodations, lead project efforts, and maintain high-value client engagement across Fort Mill/Charlotte and remote US operations, with

Qualifications

• 5+ years of experience in sales, relationship management, wholesaling, or senior client service roles.
• 5+ years of experience within the financial services industry.
• Series 7 and Series 66 licenses (or equivalents) or ability to obtain within 90 days.
• 3+ years of project management experience, including cross-functional initiatives.
• 3+ years of experience utilizing Salesforce CRM and related tools.

Responsibilities

• Own and resolve complex business issues (e.g., business structure, affiliation).
• Collaborate with SAM to complete and maintain Business/Relationship Assessments by firm.
• Maintain complete, up-to-date Salesforce records for all covered advisors.
• Own the contract accommodations and service credits process for the SAM.
• Maintain relationships with vendor partners to drive value-added industry leadership.
• Manage relationships with high-impact clients to ensure issue resolution.
• Ensure VIP clients receive white-glove service.
• Lead day-to-day tasks to keep SAMs informed of risks with top clients.

Skills

Relationship management

Communication

Strategic thinking

Project coordination

Education

Bachelor's degree

Tools

Salesforce CRM

Job description

LPL Financial is seeking an AVP, Strategic Account Manager to guide top enterprise relationships and collaborate with the SAM team. You will align resources, manage complex issues, and drive growth, retention, and client satisfaction for the firm’s largest RIAs and OSJs, leveraging Salesforce and cross-functional partnerships.

In this role you’ll own contract accommodations, lead project efforts, and maintain high-value client engagement across Fort Mill/Charlotte and remote US operations, with