VP, Success Manager Leader

Overview

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 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.

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.

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.

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.

Core Competencies:

• Executive presence with ability to interact with and influence senior leadership.
• Excellent communication skills; ability to frame complex issues and present to senior audiences.

Preferences:

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

Pay Range:

$157,700-$262,800/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest…