VP of Institutional Success & Strategy

LPL Financial; 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

Job summary

LPL Financial is seeking a strategic Vice President of Institutional Success Management to deepen relationships with institutional clients and drive value across advisors and branches in the United States.

The VP will lead cross-functional efforts, influence senior leadership, and shape initiatives within the Institutional Success Management department to support sales growth and client retention.

Qualifications

• 5+ years 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.
• 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

Skills

Client relationship management

Strategic leadership

Business development

Problem solving

Education

Bachelor's degree or equivalent experience

Job description

LPL Financial is seeking a strategic Vice President of Institutional Success Management to deepen relationships with institutional clients and drive value across advisors and branches in the United States.

The VP will lead cross-functional efforts, influence senior leadership, and shape initiatives within the Institutional Success Management department to support sales growth and client retention.