Sr Business Consultant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

The role of the Senior Business Consultant within the IAS Relationship Management Summit Team is to coordinate, streamline and execute key activities, projects and deliverables across the IAS Summit Relationship Management Team. 

 

Roles & Resposibilities:

 

The Senior Business Consultant will be responsible for the standardization, execution and operational discipline across key aspects of RM activities:

• Coordinate and manage growth strategies to drive organic growth and advisor retention.
• Manage key SM projects across numerous LPL departments and stakeholders
• Research client escalations and source solutions to practical client challenges that may or may not have existing internal solutions
• Drive operational execution of client-facing materials, including meeting agendas, scope and accountability documentation (e.g. meeting takeaways, next steps, closed-loop requirements)
• Execute community and peer-to-peer client events, coordinating with LPL stakeholders and third-party sponsors
• Manage coordination, application and execution for leading advisor industry rankings (e.g. Barrons, Forbes/SHOOK)
• Coordinate meeting, dossier and client materials the MC
• Manage the coordination, aggregation and distribution of client newsletters
• Lead internal reporting and data hygiene standards for SM team
• Conduct client surveys and competitive research

 

This role is 70% internal-facing and 30% advisor-facing, catering to LPL’s largest and most sophisticated independent advisors.  The Senior Business Consultant will be critical in supporting the SM team in researching and solving practical problems faced by our clients. This position is a development opportunity for an individual that is seeking to transition into a full-time independent advisor RM role.

 

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, Finance, Economics, or related field
• Minimum of 3-5 years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role
• Ability to travel 1-2 times per year

 

Core Competencies:

 

• Demonstrated knowledge of LPL platform, products and services
• Ability to effectively analyze situations, applying solutions to achieve resolution
• Ability to identify and balance the needs of multiple stakeholders
• Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability
• Able to translate high level business directives into operational procedures

 

Preferences:

• Series 7 and 63

 

Pay Range:

$75,600-$126,000/year

 

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. Your recruiter will be happy to discuss all that LPL has to offer!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) wa