VP, Institutional Success & Growth

LPL Financial LLC

Fort Mill (SC, FL)

On-site

USD 129,000 - 216,000

Full time

5 days ago

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Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC is seeking a Vice President of Institutional Success Management in the United States. This strategic leader will deepen relationships with institutional clients, drive engagement across the full range of LPL tools, and align with senior leadership to grow sales and retain business across advisory networks.

The role requires strong executive presence, experience with institutional channels, and a track record in client success.

Qualifications

5+ years’ experience in financial services, preferably in a sales 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.
Bachelor’s degree in related field or equivalent experience.

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.