VP, Strategic Accounts

LPL Financial•Charlotte, NC

23h

About The Position

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: Reporting to the VPII of Large Enterprise (LE) Strategic Account Management, the VP will play a critical role managing Large Enterprise relationships as part of our Strategic Accounts Management department within Client Success. Strategic Accounts Manager are responsible for client efficiency, growth, retention and profitability as well as managing the business planning and relationships with LPLs largest RIA and OSJ clients. The VP will collaborate with the VPII to help plan, execute and measure the success of our key LE relationships. This highly visible role will provide the candidate with an exceptionally broad view of LPL’s business and serve as critical support for senior management.

Requirements

7+ years of leadership experience, strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization
7+ years of experience with the following: Navigating a complex data environment
Identifying, extracting, integrating and working with data from multiple systems
Using a thorough, detailed approach to ensure the highest level of data accuracy
7+ years of experience utilizing the Microsoft Office product suite: Excel - expert, PowerPoint - expert, Word – intermediate

Nice To Haves

A client-centric mind-set and commitment to identifying opportunities to continually improve the client experience, while balancing LPL resource requirements and profitability
Action orientation, willingness to take the initiative
A commitment to constant self-improvement and a willingness to be coached
Grace under pressure and a positive attitude
High general business acumen
Proven ability to independently plan, organize, prioritize, and execute multiple work streams concurrently in a fast-paced environment to deliver outstanding “CEO ready” results
Sharp strategic and analytical thinking skills along with intellectual curiosity
Strong communication skills (oral and written)
Ability to find creative solutions for project and data challenges

Responsibilities

Providing critical business management, project management and insight support to the EVP and SVP of IAS Business Consulting
Lead the identification, creation and development of consulting tools and reporting views related to enhancing the value proposition of our LE relationships to underlying LPL advisors
Partnering with our Business Development organization and consulting teams in capturing and shaping our LE relationship’s new store sales growth plans, recruiting mechanisms and outcomes
Lead the identification, creation and development of consulting tools and reporting views related to enhancing the value proposition of our LE relationships to underlying LPL advisors and holding LE’s accountable to their value delivery
Lead the identification, creation and development of consulting tools and reporting views related to general retention of LE relationships and assisting our LE relationships in the retention of underlying advisors
Lead special projects on behalf of Strategic Account Management related to areas that impact our LE relationships
Improving client experience related to our LE Relationships by capturing opportunities and working with key departments in LPL who participate in the execution/implementation of deliverables and outcomes