VP, Success Manager

Overview

VP, Success Manager LPL Financial Holdings, Inc.
• Tempe, AZ, United States

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

Job Overview

The Vice President (VP) of Institutional Success Management serves as a strategic leader dedicated to an institutional client that may have both product manufacturing divisions and financial professionals or financial advisors. This VP role sits within LPL's client success division supporting the institutional channel. The client success organization was formed at LPL to provide an integrated and consistent experience across primary touchpoints with LPL and to help institutions run thriving businesses.

This role will be focused on deepening relationships and delivering added value by increasing client engagement with the full breadth of tools and resources LPL provides.

The VP, Success Manager will be responsible for deepening the value we provide to key institution clients, providing a proactive consultative approach. Institutional client profiles typically have ~50 advisors with multiple branches across the US.

The VP will be responsible for helping to develop, support and execute an aligned strategy between firms to drive sales growth and business retention. This individual will need to build meaningful relationships through a high level of client and internal engagement with the ability to influence and drive toward smarter, simpler, and efficient solutions. Lastly, the VP will be responsible for the ideation and execution of initiatives within the IS SM department to help evolve the overall relationship management and consulting efforts of the broader team.

The successful candidate must possess strategic foresight and be skilled and experienced in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives. Additionally, the candidate must have a strong skillset in the areas of operational excellence and execution, problem solving, decision making, and strategic agility. They must also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

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 in order to better support Advisors
• Manage attrition risk of advisors proactively in partnership with the institution
• Develop and execute business plan initiatives
• Partner with conference services to deliver exceptional education, training and conference events

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness
, act with integrity
, and are driven to help our clients succeed
. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

• 5+ years' experience in financial services, preferably in a sales and/or client service/relationship management capacity
• Series 7 and 63 required, additional licenses or designations a plus
• 5+ years' experience managing relationships in the institutional space or business-to-business space
• Ability to travel up to 25% of the time
• Bachelor's degree in related field or equivalent experience

Core Competencies

• Ability to effectively analyze situations and apply solutions to achieve resolution
• Ability to identify and balance the needs of multiple stakeholders

Preferences

• High-level strategist experience coupled with the ability to implement methods that drive sales
• Strong executive presence…