Senior AVP, Strategic Accounts & Enterprise Partnerships

LPL Financial; Charlotte (NC); On-site; USD 100,000 - 167,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking an Internal Strategic Account Manager to support the Strategic Account Management team for its largest RIA and OSJ relationships. You will align the right resources to drive growth, retention and client satisfaction through complex issue resolution with advisors and the enterprise home office.

You’ll maintain Salesforce records, support contract accommodations and service credits, and coordinate cross-department projects to deliver premium service to Large Enterprise

Qualifications

• 5+ years in sales, relationship management, wholesaling, or senior client service.
• 5+ years in the financial services industry.
• Series 7 and Series 66 (or 63/65) or ability to obtain within 90 days.
• 3+ years of project management experience with cross-functional initiatives.
• 3+ years of experience utilizing Salesforce CRM and related tools.

Responsibilities

• Own and resolve complex business issues across affiliation and structure.
• Collaborate with SAM to complete and maintain firm assessments.
• Maintain up-to-date Salesforce records for all covered advisors.
• Manage contract accommodations and service credits for SAM.
• Coordinate with vendor partners and enterprise leaders for value-added programs.

Skills

Relationship management

Project management

Cross-functional collaboration

Communication

Sales

Client service

Education

Bachelor's degree

Tools

Salesforce

Job description

LPL Financial is seeking an Internal Strategic Account Manager to support the Strategic Account Management team for its largest RIA and OSJ relationships. You will align the right resources to drive growth, retention and client satisfaction through complex issue resolution with advisors and the enterprise home office.

You’ll maintain Salesforce records, support contract accommodations and service credits, and coordinate cross-department projects to deliver premium service to Large Enterprise