VP, Relationship Management

LPL Financial•Charlotte, NC

7h•$129,394 - $215,656

About The Position

The Vice President of Relationship Management - Summit is a true advocate and partner for our largest independent advisors. Serving as an internal advocate for independent advisory practices with $400m in assets under management or greater, this role is responsible for retention and satisfaction of LPL’s most sophisticated clients. Our Relationship Management team partners strategically with our clients, aligning the right resources at the right time to drive overall advisor satisfaction, retention and growth within LPL.

Requirements

Bachelor’s degree in business or related field
Minimum 7 years of Financial Services experience
Series 7/63/65 (or 66) required (or must be secured within first 12 months of employment)
Up to 35% travel may be required
Client focused relationship management experience with a demonstrated ability for strategy development, business planning and negotiation
Excellent executive level communication capabilities, advocating and collaborating with internal cross functional leadership as well as business owners.
Complex problem solving skills, knowledge of platforms and products relevant to investment advisors and registered representatives

Responsibilities

Manage a territory of top tier independent advisors
Responsible for near and long term advisor and asset retention
Drive increased advisor engagement and satisfaction
Navigate the complexities of competing advisor affiliation and engagement models
Develop strategic and tactical business planning with practices, connecting them to the right tools, products and solutions
Coordinate client problem-solving with our best-in-industry Client Success Pod support team
Deliver a white glove relationship management experience