AVP, Success Manager

LPL Financial•San Diego, CA

About The Position

As a key member of our Client Success team, you will play a pivotal role in ensuring advisor satisfaction, retention, and growth. Through a blend of innovative strategies, targeted metrics, and collaborative execution, you will support a territory of independent advisors while serving as a trusted consultant, connector, and loyalty strategist.

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related field (preferred)
5+ years’ experience in Financial Services, ideally within B2B sales, client service, relationship management, or practice consulting roles
5+ years of experience with in-depth knowledge of industry competitors, platforms, services, systems, and products, consistently leveraging this expertise to drive strategic decision-making and competitive positioning.
Active Series 7 license required; Series 66 license required within 120 days of hire
Willingness and ability to travel as required

Nice To Haves

Exceptional written and verbal communication skills, with proven effectiveness in advisor and executive interactions
Demonstrated proficiency with Salesforce CRM, SmartSheet, Microsoft Teams, and standard MS Office applications

Responsibilities

Develop an in-depth understanding of each advisor, their business objectives, and their impact within the broader organization.
Drive advisor satisfaction, revenue, asset growth, and profitability by proactively introducing LPL Financial’s services and solutions.
Design and execute business strategies in conjunction with LPL conference engagements throughout the year.
Act as a strategic liaison, supporting internal partners and programs through targeted connections and referrals.
Host advisors at our headquarters, deepening relationships and enhancing strategic alignment.
Engage regularly with executive leadership and management to advocate for advisor needs and promote organizational understanding.
Participate in internal committees and project teams, providing advisor perspectives to inform content, timing, and delivery strategies.
Navigate change and competing priorities with agility, driving informed decisions across multiple functions.
Stay abreast of industry trends, products, platforms, and resources to identify new opportunities for advisors.
Model exemplary engagement and peer leadership within the Client Success team.
Lead comprehensive annual Business Assessments and detailed advisor reviews.
Document advisor activities and opportunities in Salesforce CRM with accuracy and timeliness.
Develop and implement response plans to sustain or improve advisor satisfaction and manage attrition risk.
Master all facets of successful practice management, including systems, technology, marketing, sales, product expertise, regulatory training, and operational excellence.
Plan and execute travel rotations to maximize advisor engagement and support.