Senior Success Manager

LPL Financial•San Diego, CA

About The Position

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: The Sr Success Manager serves LPL Advisors with up to $150 Million in AUM, providing relationship management support between their business and LPL. The Teams’ primary objectives include driving industry leading client satisfaction by making LPL feel small and personalized (NPS), driving a sense of community and loyalty to LPL (Retention), and recommending growth initiatives that help Advisors deliver results for their clients (Same Store Sales). The role will drive and consult with Advisors through proactive engagements, reactive calls web-based appointment scheduling and email; while managing targeted consulting engagements for new Advisor on-boarding; conducting digital business health assessments/business planning; and directing Advisor(s) to embrace the capabilities LPL has to offer to help grow their business. This includes developing an in-depth knowledge of LPL products and services and their benefits to drive opportunity lead generation. The role will also require participation in various projects that align to our department and team objectives.

Requirements

Bachelor’s degree required; major in Finance, Accounting, Economics, or Business Administration preferred
5+ years of experience in the financial services industry within an advisor‑facing, account management, consultative sales, or service role
Ability to travel as needed (approximately 1–2 trips per year)
Active Series 7 license or ability to obtain within 120 days of hire
Must have a strong understanding of the current competitive landscape and industry
Ability to build collaborative relationships and trust through active listening, keeping commitments, exceeding expectations and driving outcomes
Excellent time management, strong organizational skills, ability to prioritize multiple tasks
Strong verbal, presentation and written communication skills to articulate LPL’s value, products, and services
Proven problem solver, able to anticipate potential problems and confidently present recommended solutions
Ability to act as a coach, to educate, influence and engage advisors with ideas that can expand and improve their business

Nice To Haves

Project Management/working group experience for tracking advisor feedback/issues, conference/event support and team projects
Proficiency with Contact Management Systems, specifically Salesforce and standard MS Office Applications (Excel, Word, Power Point)

Responsibilities

Advocacy & Complex Problem Solving : Our clients run complex businesses and have a wide variety of situations that need a partner. We are available to advocate, guide, escalate to and get things done across the firm. When you need a partner, we are that person. We won’t give up until our clients are satisfied.
Uncover Referral Opportunities Across the Firm : Helping advisors navigate LPL is what we do. We seek to understand our client’s business priorities and create the right connections across the firm for subject matter expert assistance. Our clients don’t need to know where to go, or who to speak to, that’s us! We’ll find the right team, if we are not that person already.
Connection : Being big should be empowering, it should mean more connections, wide reach of support and access to industry best practices. We make big feel small by creating connections across LPL with both peers and LPL corporate colleagues through study groups and virtual events. Our clients always have a connection at LPL and our role is to help broaden their network.
Industry Trends and Updates: There is so much to be on top of. We are here to ensure clients don’t miss the big things. The items that matter most to them. We keep them informed and know that running a business means our proactive outreach is valued so they don’t have to worry about missing something essential.
Conference & Event Support: LPL offers a wide array of ways to connect, learn and stay informed through an expansive conferences and events schedule. We offer support to design the right experience for advisor’s businesses to connect them to the right education & information strategy. We also customize more focused, small events that bring like-minded advisor roles and individuals together throughout the year.
Earning Client Loyalty: Our role is to ensure LPL earns client loyalty day after day and that we build a stronger tomorrow through seeking, embracing and acting on feedback in order to ensure it gets to the right team for the right action every time.