VP, Strategic Accounts

LPL Financial LLC; Fort Mill, Charlotte (SC, NC); On-site; USD 124,000 - 207,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

And more

Job summary

LPL Financial is seeking a Vice President to manage Large Enterprise strategic accounts within Client Success. Reporting to the VPII of Large Enterprise Strategic Account Management, the role involves leading relationships with our largest RIAs and OSJs, guiding business planning, and driving growth, retention and profitability.

The role offers broad visibility into LPL's business, collaboration with senior management, and oversight of critical consulting and reporting tools to enhance client

Qualifications

• 7+ years leadership experience across complex orgs.
• 7+ years of experience navigating a complex data environment and integrating data.
• 7+ years using Excel, PowerPoint and Word at expert/intermediate levels.

Responsibilities

• Provide critical business management, project management and insight support to the EVP and SVP of IAS Business Consulting.
• Lead the identification, creation and development of consulting tools and reporting views related to enhancing the value proposition of LE relationships.
• Partner with our Business Development organization and consulting teams in capturing and shaping LE relationship's growth plans, recruiting mechanisms and outcomes.
• Lead the identification, creation and development of consulting tools and reporting views related to retention of LE relationships and assisting our LE relationships in the retention of underlying advisors.
• Lead special projects on behalf of Strategic Account Management related to areas that impact LE relationships.
• Improve client experience related to LE Relationships by coordinating with key departments to execute deliverables and outcomes.

Skills

Leadership experience

Teamwork

Strategic thinking

Communication skills

Data-driven decision making

Tools

Excel

PowerPoint

Word

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

Reporting to the VPII of Large Enterprise (LE) Strategic Account Management, the VP will play a critical role managing Large Enterprise relationships as part of our Strategic Accounts Management department within Client Success. Strategic Accounts Manager are responsible for client efficiency, growth, retention and profitability as well as managing the business planning and relationships with LPL's largest RIA and OSJ clients. The VP will collaborate with the VPII to help plan, execute and measure the success of our key LE relationships. This highly visible role will provide the candidate with an exceptionally broad view of LPL's business and serve as critical support for senior management.

Responsibilities

• Providing critical business management, project management and insight support to the EVP and SVP of IAS Business Consulting
• Lead the identification, creation and development of consulting tools and reporting views related to enhancing the value proposition of our LE relationships to underlying LPL advisors
• Partnering with our Business Development organization and consulting teams in capturing and shaping our LE relationship's new store sales growth plans, recruiting mechanisms and outcomes
• Lead the identification, creation and development of consulting tools and reporting views related to general retention of LE relationships and assisting our LE relationships in the retention of underlying advisors
• Lead special projects on behalf of Strategic Account Management related to areas that impact our LE relationships
• Improving client experience related to our LE Relationships by capturing opportunities and working with key departments in LPL who participate in the execution/implementation of deliverables and outcomes

Requirements

• 7+ years of leadership experience, strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization
• 7+ years of experience with the following: navigating a complex data environment, identifying, extracting, integrating and working with data from multiple systems, using a thorough, detailed approach to ensure the highest level of data accuracy
• 7+ years of experience utilizing the Microsoft Office product suite: Excel - expert, PowerPoint - expert, Word – intermediate

Core Competencies

• A client-centric mind-set and commitment to identifying opportunities to continually improve the client experience, while balancing LPL resource requirements and profitability
• Action orientation, willingness to take the initiative
• A commitment to constant self-improvement and a willingness to be coached
• Grace under pressure and a positive attitude
• High general business acumen

Preferences

• Proven ability to independently plan, organize, prioritize, and execute multiple work streams concurrently in a high-paced environment to deliver outstanding "CEO ready" results
• Sharp strategic and analytical thinking skills along with intellectual curiosity
• Strong communication skills (oral and written)
• Ability to find creative solutions for project and data challenges

Pay Range

$124,115.00 - $206,824.00

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off
• And more

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources they need to run thriving businesses. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients.

We are LPL Benefits Culture Social Responsibility

EEO

EEO.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at [phone].