Vice President, Strategic Accounts & Enterprise Growth

LPL Financial; Fort Mill (SC); On-site; USD 100,000 - 167,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Internal Strategic Account Manager to support the Strategic Accounts team in Fort Mill. You will align resources to grow client relationships, resolve complex issues, and maintain accurate Salesforce records for top advisors and firms.

Responsibilities include collaboration with SAMs, contract accommodations, vendor partner relations, and high-impact client engagement to ensure white-glove service and proactive risk management.

Qualifications

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

Responsibilities

• Own and resolve complex business issues (eg business structure, affiliation).
• Collaborate with Strategic Account manager 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-related credits process for the SAM.
• Maintain relationships with vendor partners to drive value added industry thought leadership.
• Maintain relationships with high impact clients to understand key players in the firms and ensure complex issue resolution is completed.
• Ensure VIP clients are receiving white glove service.
• Handling of day-to-day tasks required for high client satisfaction and to ensure SAMs are informed of any potential risk with top clients.
• Meetings with Large Enterprise clients to discuss service and resolutions.
• Meeting preparation documents and updates for SAM.
• Contract fulfillment for pricing and service accommodations.
• Project management for complex requests from individual advisors... Provide leadership for Case Management process for SAMs and LEs, making sure that complex requests are getting resolved in a timely manner.
• Collaboration across multiple LPL departments for project management and updates; maintaining relationships with leaders across the ecosystem.
• Communications to select Large Enterprises for periodic updates

Skills

Sales & RM

Financial services

Project management

Stakeholder management

Client service

Education

Bachelor's degree

Tools

Salesforce CRM

Series 7/66 license

Job description

LPL Financial is seeking an Internal Strategic Account Manager to support the Strategic Accounts team in Fort Mill. You will align resources to grow client relationships, resolve complex issues, and maintain accurate Salesforce records for top advisors and firms.

Responsibilities include collaboration with SAMs, contract accommodations, vendor partner relations, and high-impact client engagement to ensure white-glove service and proactive risk management.