VP, Success Manager

LPL Financial•Fort Mill, SC

2d•$129,368 - $215,682

About The Position

The Vice President of Institutional Success Management is a strategic leader supporting an institutional client that may include product manufacturing divisions and financial professionals or financial advisors. The role is part of LPL’s client success division for the institutional channel, which aims to provide an integrated, consistent experience across client touchpoints and help institutions run thriving businesses. The VP deepens client relationships and delivers added value by increasing engagement with LPL’s tools and resources. Institutional client profiles typically include approximately 50 advisors with multiple branches across the United States. The VP develops, supports, and executes aligned strategies between LPL and client firms to drive sales growth and business retention. The role builds meaningful relationships through extensive client and internal engagement, influences stakeholders, and advances smarter, simpler, and more efficient solutions. It also involves developing and executing initiatives within the Institutional Success Management team to evolve relationship management and consulting efforts. The successful candidate brings strategic foresight and experience leading high-level discussions with advisors, regional directors, institution executives, and LPL home-office executives. The role calls for operational excellence, execution, problem-solving, decision-making, and strategic agility, along with staying current on industry best practices, financial markets, the regulatory environment, and the competitive landscape.

Requirements

At least 5 years of experience in financial services, preferably in sales and/or client service or relationship management.
At least 5 years of experience managing relationships in the institutional or business-to-business space.
Ability to travel up to 25% of the time.
Bachelor’s degree in a related field or equivalent experience.
Ability to effectively analyze situations and apply solutions to achieve resolution.
Ability to identify and balance the needs of multiple stakeholders.

Nice To Haves

High-level strategist experience combined with the ability to implement methods that drive sales.
Strong executive presence and ability to interact with and influence senior leadership.
Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions).
Demonstrated knowledge of the financial services industry, including LPL platforms, products, and services.

Responsibilities

Identify opportunities and create solutions to increase client satisfaction, retention, and sales growth.
Successfully navigate and manage high-profile and complex situations.
Examine trends, develop insights, and create solutions to better support advisors.
Proactively manage advisor attrition risk in partnership with the institution.
Develop and execute business plan initiatives.
Partner with conference services to deliver exceptional education, training, and conference events.
Develop, support, and execute aligned strategies between firms to drive sales growth and business retention.
Build meaningful client and internal relationships, influence stakeholders, and advance efficient solutions.
Develop and execute Institutional Success Management department initiatives to evolve relationship management and consulting efforts.
Stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.