VP, IAS Success Management

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

The Vice President (VP) of Success Management (Summit) serves as a strategic leader, dedicated to developing deep, meaningful partnerships with LPL’s largest and most sophisticated independent advisors.  This role functions as part of a team formed at LPL to provide elevated and integrated client experiences, leveraging key touchpoints across LPL and to help advisors develop, operate and grow thriving businesses. Reporting to the Senior Vice-President of Relationship Management, this role will be focused on deepening relationships, improving advisor satisfaction and delivering added value by enhancing advisor engagements with the full breadth of tools and resources offered across LPL.

 

Responsibilities:

• Lead a territory of highly-valued Summit Segment (>$350m AUM) independent advisors, each with >$350m

• 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 want strong collaborators who can deliver a world-class client experience. We are looking for independent leaders who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

 

Requirements:

• 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

• Minimum 10 years Financial Services experience

Preferences:

• Series 7/63/65 (or 66) desired

 

Pay Range:

$125,625-$209,375/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-