Sr. Internal Success Manager

LPL Financial•San Diego, CA

32d

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: We are currently looking to hire a Senior Internal Relationship Manager within IAS Success Management team. The Business Consulting team is responsible for advisor satisfaction, growth and retention of LPL top advisors and offices. The Senior Internal Relationship Manager will be responsible for managing a territory of LPL Financial advisors and branch offices with an emphasis on managing, growing and retaining his/her advisor relationships by using proven sales strategies and tactics with an emphasis on consulting their advisors on the value, benefits and features of LPL’s platform. By developing a thorough understanding of the advisor’s businesses, the RM will be responsible for crafting effective solutions to assist them in meeting their business goals and objectives. Additionally the RM will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management skills, sales skills, project management skills and business analytics to fully understand and achieve business growth, retention and satisfaction objectives. 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
5+ years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role
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

Nice To Haves

Series 7 and 63
Extensive knowledge of the client segment, organization, product, industry, and end customer
Demonstrated knowledge of LPL platform, products and services
Ability to translate high level business directives into operational procedures
Participation on project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies
Budget and expense management of territory

Responsibilities

Develop a comprehensive understanding of each advisor, their business objectives, and their broader impact on the organization.
Serve as a representative of Business Consulting across multiple internal and external forums throughout the year.
Participate in cross‑functional committees, contributing thoughtful insights and business rationale to support decision‑making.
Create and deliver business‑focused presentations for advisor conferences and for use by Relationship Managers.
Demonstrate strong leadership and adaptability amid shifting priorities.
Design and implement effective frameworks to manage organizational and strategic change.
Present complex topics across multiple functions, articulating different perspectives to drive informed decisions.
Engage in high‑level strategic conversations with advisors and executive leadership.
Collaborate with internal and external partners to conduct thorough needs assessments.
Coordinate people, processes, and best practices across multiple business units to achieve departmental goals.