VP, Success Manager Leader

LPL Financial•San Diego, CA

32d

About The Position

The VP Success Manager Leader is a senior leader within LPL’s Advisor Success Management organization, responsible for driving advisor success, growth, and satisfaction across a large geographic division. This role combines strategic leadership with a consultative approach to deepen relationships, deliver value, and create a thriving growth culture. As part of LPL’s mission—We take care of our advisors, so they can take care of their clients—you will lead a team of success managers to execute on growth strategies, optimize advisor engagement, and ensure operational excellence. You will also serve as an advocate for advisors and an ambassador of the LPL brand, influencing initiatives that simplify business processes and enhance advisor experience.

Requirements

8+ years of experience in financial services or wealth management, with both branch and home office leadership experience preferred.
8+ years of experience handling advisor growth, retention, and recruiting.
FINRA Series 7/66 (or equivalent)
5+ years of people leadership experience, including recruiting, developing, coaching, and motivating teams.
Ability to travel up to 25% of the time.

Nice To Haves

Series 9/10 or 24
Bachelor’s degree in related field or equivalent experience
Familiarity with industry best practices, regulatory environment, and competitive landscape.

Responsibilities

Strategic Leadership & Growth Set the strategic direction for the division, including growth targets and sales plans; achieve or exceed goals through disciplined execution.
Drive outsized growth, retention, and advisor satisfaction by fostering a high-performance culture.
Advisor Engagement & Consulting Build meaningful relationships with advisors
Identify and implement programs to increase advisor satisfaction, retention, and sales growth.
Strategize and execute on teaming and succession planning opportunities
People Leadership Lead and develop a team of success managers; create a culture of engagement, empowerment, and accountability.
Drive talent management initiatives, including recruiting, coaching, and succession planning.
Represent advisor and client perspectives on steering committees and projects to influence smarter, simpler solutions.
Operational Excellence Manage complex situations and escalations with professionalism and strategic foresight.
Examine trends, develop insights, and create solutions to better support advisors and improve ease of doing business.
Partner with conference services to deliver exceptional education, training, and events.