VP, Institution Success Manager

LPL Financial•Tempe, AZ

About The Position

The Vice President (VP) of Institutional Success Management serves as a strategic leader, dedicated to an institutional client. This VP role sits within LPL’s client success division supporting the credit union channel. The client success organization was formed at LPL to provide an integrated and consistent experience across primary touchpoints with LPL and to help institutions run thriving businesses. This role will be focused on deepening relationships and delivering added value by increasing the engagement with the full breadth of tools and resources LPL provides. The VP, Success Management will be responsible for deepening the value we provide to key credit union clients, providing a proactive consultative approach. The VP will be responsible for developing, supporting and executing an aligned strategy between firms to drive sales growth and business retention. This individual will need to build meaningful relationships through a high level of engagement representing the client perspective on various steering committees and project with the ability to influence and drive towards smarter, simpler, and efficient solutions. Lastly, the VP will be responsible for the ideation and execution of initiatives within the IS SM department to help evolve the overall relationship management and consulting efforts of the broader team. The successful candidate must possess strategic foresight and be skilled and experienced in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives. Additionally, the candidate must have a strong skillset in the areas of operational excellence and execution, problem solving, decision making, and strategic agility. They must also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

Requirements

Minimum of 5 years’ experience in financial institutions (i.e. banks and/or credit unions), preferably in a sales, client service, or relationship management capacity
5+ years' experience managing relationships in the institutional space or business-to-business space
Bachelor’s degree in related field or equivalent experience
3+ years people management experience
Ability to travel up to 25% of the time
Strong executive presence with the ability to interact with and influence senior leadership
Ability to effectively analyze situations and apply solutions to achieve resolution
Ability to identify and balance the needs of multiple stakeholders
Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions)
Demonstrated knowledge of the financial service industry (LPL platforms), products, and services

Nice To Haves

Series 7, 63 or additional licenses or designations a plus
1+ years' experience supporting or leading wealth management programs at financial institutions

Responsibilities

Identify opportunities and create programs to increase client satisfaction, retention and sales growth
Successful navigate and manage high profile and complex situations
Develop a team culture to retain, develop and grow engaged employees
Creating department goals, evaluating team’s results to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization
Examine trends, develop insights, and create solutions in order to better support Advisors
Manage attrition risk of advisors proactively in partnership with the institution
Developing and executing business plan initiatives
Partnering with conference services to deliver exceptional education, training and conference events