VP, Strategic Accounts

lplfinancial; Fort Mill (SC); On-site; USD 124,000 - 207,000; Full time

Job summary

LPL Financial is seeking a Vice President to lead Large Enterprise Strategic Account Management, reporting to the VPII of LE Strategic Accounts. You will own critical relationships with our largest RIA and OSJ clients and drive growth, retention, and profitability while shaping strategic plans.

You will lead cross-functional teams, develop tools and insights, and collaborate with Business Development to plan and measure success, gaining a broad view of LPL's business.

Qualifications

• 7+ years of leadership experience across business units and functions.
• Extensive experience navigating complex data environments and integrating data from multiple systems.
• Proven ability to translate data insights into strategic business actions.
• Excellent communication and project management skills.

Responsibilities

• Provide critical business management and insight support to the EVP and SVP of IAS Business Consulting.
• Lead development of consulting tools and reporting views for LE relationships.
• Collaborate with Business Development and consulting teams on LE growth plans and outcomes.
• Lead creation of tools and reports to enhance value delivery and retention for LE relationships.
• Lead special projects impacting Strategic Account Management and LE relationships.
• Improve client experience by coordinating with key departments involved in delivery.

Skills

Leadership

Data analysis

Strategic thinking

Cross-functional collaboration

Executive communication

Tools

Microsoft Excel

PowerPoint

Microsoft 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 LPLs 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 enhancing the value proposition of our LE relationships to underlying LPL advisors and holding LE's accountable to their value delivery
• 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 fast-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:

Pay Range: $124,115.00 - $206,824.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 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(6) , 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 thri