VP, Growth Success Manager

LPL Financial Services•Boston, MA

47d

About The Position

Are you a proven consultative sales leader focused on driving results? Are you motivated by the opportunity to lead seasoned sales professionals? If so, this could be the role for you! The VP, Growth Success Manager (GSM) will serve as a specialist focusing on the retention and growth of Bank and Credit Union advisors in the field. In direct partnership with the Success Manager and the institutions' leadership, the objective of this role will be to facilitate, educate, coach, and train advisors and their staff on the benefits of adopting the breadth of LPL's offering to help them run more efficient practices, acquire new clients, deepen the wallet share of existing accounts and aid in retention of their existing client base through application of a comprehensive wealth management approach. The VP, GSM is responsible for driving Net New Asset (NNA) growth for our advisors and the institutions they serve. At LPL Financial, our stated mission is "to take care of our advisors so they can take care of their clients". In line with this statement, the GSM is responsible for contributing to a culture and an environment where members of the team are empowered to live our mission statement. The GSM will provide guidance to assist the respective teammates in meeting their specific territory sales goals and is responsible for achieving the stated sales goals for the overall team.

Requirements

5-8 years' experience in wealth management, preferably in a sales and/or client relationship management capacity
Ability to travel 50% of the time
Demonstrated experience in designing, launching, and leading new programs or initiatives from concept to successful execution
Strong business acumen and proven ability to implement methods that drive sales
Ability to identify and balance the needs of multiple stakeholders
Strong executive presence with the ability to interact with and influence senior leadership
Demonstrated knowledge of the financial service industry (LPL platforms), products, and services

Responsibilities

Partner directly with the Institution Success Manager (ISM) on aiding in setting up and executing a strategic business plan with respect to all aspects of driving growth at the Institutional level
Spend 60-70% of the time in the field interacting with clients, averaging 16-20 face-to-face meetings per week
Increase same store sales across a broad-based territory comprised of designated institution advisors
Meet all sales goals and firm objectives for the assigned advisors
Leverage sponsor partners in the field to bring value added education to advisors in the form of small group workshops on topics ranging from practice management, business development, and investment related themes
Represent the outlook and themes of LPL Research in the field
Partner with IS Business Development teams to assist in recruiting
Leverage proven practices to help advisors run a more efficient practice, with coaching from Service and Technology subject matter experts
Participate in Home Office Visits, both home office based and those exported to the field.