VP, Success Manager

LPL Financial•Charlotte, NC

13h

About The Position

The Vice President of Institutional Success Management is a strategic leader dedicated to an institutional client that may include product manufacturing divisions and financial professionals or advisors. The position is part of LPL’s client success division supporting the institutional channel, which aims to provide an integrated, consistent experience across key touchpoints and help institutions run thriving businesses. The VP, Success Manager deepens relationships with key institutional clients and increases their engagement with LPL’s tools and resources through a proactive, consultative approach. Institutional clients typically have approximately 50 advisors and multiple branches across the United States. The role helps develop, support, and execute aligned strategies between firms to drive sales growth and business retention. It involves building meaningful client and internal relationships, influencing stakeholders, and driving simpler and more efficient solutions. The position also ideates and executes initiatives to advance relationship management and consulting across the department. The successful candidate brings strategic foresight and can engage in high-level discussions with advisors, regional directors, institution executives, and LPL home office executives. They apply operational excellence, execution, problem solving, decision making, and strategic agility, while staying current on industry best practices, financial markets, regulation, 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 coupled with the ability to implement methods that drive sales.
Strong executive presence and the 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.
Help develop, support, and execute aligned strategies between firms to drive sales growth and business retention.
Develop and execute initiatives to evolve relationship management and consulting efforts across the department.