VP, Success Manager

LPL Financial LLC; 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 Holdings Inc. invites you to apply for the Vice President of Relationship Management - Summit, a role serving as an advocate for independent advisors with $400m+ in assets.

You will drive retention, advisor engagement, and satisfaction by coordinating with Client Success and connecting practices to tools, products, and solutions.

If you excel at strategic planning, negotiation, and executive communication, join us to help advisors succeed and clients prosper.

Qualifications

• Bachelor’s degree in business or related field.
• 7+ years of financial services experience preferred.
• Series 7/63/65 (or 66) required or to be secured within 12 months.

Responsibilities

• Manage a territory of top tier independent advisors.
• Responsible for near and long term advisor and asset retention.
• Drive increased advisor engagement and satisfaction.
• Navigate complexities of competing advisor affiliation and engagement models.
• Develop strategic and tactical business planning with practices, connecting to tools and solutions.
• Coordinate client problem-solving with Client Success Pod support.
• Deliver a white glove relationship management experience.

Skills

Client relationship management

Executive communication

Strategic planning

Negotiation

Problem solving

Education

Bachelor’s degree in business or related field

Job description

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

The Vice President of Relationship Management - Summit is a true advocate and partner for our largest independent advisors. Serving as an internal advocate for independent advisory practices with $400m in assets under management or greater, this role is responsible for retention and satisfaction of LPL’s most sophisticated clients. Our Relationship Management team partners strategically with our clients, aligning the right resources at the right time to drive overall advisor satisfaction, retention and growth within LPL.

Responsibilities:

• Manage a territory of top tier independent advisors
• Responsible for near and long term advisor and asset retention
• Drive increased advisor engagement and satisfaction
• Navigate the complexities of competing advisor affiliation and engagement models
• Develop strategic and tactical business planning with practices, connecting them to the right tools, products and solutions
• Coordinate client problem-solving with our best-in-industry Client Success Pod support team
• Deliver a white glove relationship management experience

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in business or related field
• Minimum 7 years of Financial Services experience
• Series 7/63/65 (or 66) required (or must be secured within first 12 months of employment)
• Up to 35% travel may be required

Core Competencies:

• Client focused relationship management experience with a demonstrated ability for strategy development, business planning and negotiation
• Excellent executive level communication capabilities, advocating and collaborating with internal cross functional leadership as well as business owners.
• Complex problem solving skills, knowledge of platforms and products relevant to investment advisors and registered representatives.

Pay Range: $129,368.00 - $215,682.00. 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 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 that allow them to run a thriving business. 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. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

EOE.

Learn About Our Culture: We're committed to a welcoming culture that helps everyone be their best and most valuable.

Explore Our Locations: With offices nationwide, we've got job opportunities in the Carolinas, California, and everywhere in between.

Make a Difference: We believe in empowering employees to support their communities.

Shape the Future of Financial Advice: Contribute to the development of industry-leading technology, advanced tools, and innovative platforms that can shape the future of wealth management.