Senior Leader, Institutional Wealth & Programs

LPL Financial LLC; Fort Mill (SC); On-site; USD 136,990 - 228,248; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial, a leader in wealth management, seeks a VP, Institutional Leader to guide the Institutional segment and CIS. You will coach senior sales managers and relationship managers, partner with cross-functional teams, and drive growth through strategic initiatives and program deployments.

The role emphasizes building trusted institutional relationships, improving sales and relationship routines, and delivering programs that accelerate growth while enhancing the end-investor experience.

Qualifications

• Series 7, 66, 9/10 licensed; 10+ years in financial services with at least 5 years in sales leadership or institutional capacity.
• 5+ years using CRM tools, sales pipeline management, SLA management, program segmentation and prioritization.
• 5+ years in institutional wealth management, with focus on AUM growth, revenue drivers and asset retention.

Responsibilities

• Lead CIS leadership team, with accountability for execution, growth and client outcomes.
• Deepen strategic relationships with Institutional Program Managers and staff.
• Partner with institutional sales, acquisition and enterprise growth teams to grow AUM and revenue.
• Ensure delivery of new institutional programs, adoption and engagement metrics.
• Oversee talent management for CIS leadership, including hiring and performance reviews.

Skills

Leadership

Sales leadership

Relationship management

Communication

Tools

CRM tools

Job description

LPL Financial, a leader in wealth management, seeks a VP, Institutional Leader to guide the Institutional segment and CIS. You will coach senior sales managers and relationship managers, partner with cross-functional teams, and drive growth through strategic initiatives and program deployments.

The role emphasizes building trusted institutional relationships, improving sales and relationship routines, and delivering programs that accelerate growth while enhancing the end-investor experience.