Sr. Internal Success Manager

Overview

Where Ambition Meets Innovation

Build a career that matches your initiative with innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

We are currently looking to hire a Senior Internal Relationship Manager within the IAS Success Management team. The Business Consulting team is responsible for advisor satisfaction, growth and retention of LPL top advisors and offices. The Senior Internal Relationship Manager will be responsible for managing a territory of LPL Financial advisors and branch offices with an emphasis on managing, growing and retaining advisor relationships by using proven sales strategies and tactics with an emphasis on consulting advisors on the value, benefits and features of LPL’s platform.

By developing a thorough understanding of the advisor’s business, the RM will craft effective solutions to assist them in meeting their business goals and objectives. The RM will act as the primary point of contact between advisors and LPL Financial. This role combines relationship management, sales, project management and business analytics to achieve growth, retention and satisfaction objectives.

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:

• Develop a comprehensive understanding of each advisor, their business objectives, and their broader impact on the organization.

• Serve as a representative of Business Consulting across multiple internal and external forums throughout the year.

• Participate in cross-functional committees, contributing insights and business rationale to support decision-making.

• Create and deliver business-focused presentations for advisor conferences and for use by Relationship Managers.

• Demonstrate strong leadership and adaptability amid shifting priorities.

• Design and implement effective frameworks to manage organizational and strategic change.

• Present complex topics across multiple functions, articulating different perspectives to drive informed decisions.

• Engage in high-level strategic conversations with advisors and executive leadership.

• Collaborate with internal and external partners to conduct thorough needs assessments.

• Coordinate people, processes, and best practices across multiple business units to achieve departmental goals.

Requirements:

• Bachelor's degree in Business, Finance, Economics, or related field

• 5+ years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role

Core Competencies:

• Ability to effectively analyze situations, applying solutions to achieve resolution

• Ability to identify and balance the needs of multiple stakeholders

• Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability

Preferences:

• Series 7 and 63

• Extensive knowledge of the client segment, organization, product, industry, and end customer

• Demonstrated knowledge of LPL platform, products and services

• Ability to translate high level business directives into operational procedures

• Participation on project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies

• Budget and expense management of territory

Pay Range:

$84,700-$141,100/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 r recruiter will be happy to discuss all that LPL has to offer.

Company Overview:

L…