VP, Institutional Success & Growth

lplfinancial; Fort Mill (SC); On-site; USD 129,000 - 216,000; 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 a Vice President of Institutional Success Management in Fort Mill, SC. This role focuses on deepening relationships with institutional clients, driving sales growth and retention, and aligning strategies across firms to deliver value and smarter solutions.

The candidate will lead engagements with advisors, regional directors and executives, shaping the client experience and advancing initiatives within the Institutional Success Management department.

Qualifications

• 5+ years' experience in financial services, preferably in a sales and/or client service/relationship management capacity.
• 5+ years' experience managing relationships in the institutional space or business-to-business space.
• Ability to travel up to 25% of the time.

Responsibilities

• Identify opportunities and create solutions to increase client satisfaction, retention and sales growth.
• Successfully navigate and manage high profile and complex situations.
• Examine trends, develop insights, and create solutions in order to better support Advisors.
• Manage attrition risk of advisors proactively in partnership with the institution.
• Develop and execute business plan initiatives.
• Partner with conference services to deliver exceptional education, training and conference events.

Education

Bachelor's degree in related field or equivalent experience

Job description

LPL Financial is seeking a Vice President of Institutional Success Management in Fort Mill, SC. This role focuses on deepening relationships with institutional clients, driving sales growth and retention, and aligning strategies across firms to deliver value and smarter solutions.

The candidate will lead engagements with advisors, regional directors and executives, shaping the client experience and advancing initiatives within the Institutional Success Management department.