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VP, Relationship Management - Elite

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Job ID R-025268 Date posted 09/06/2022 Primary Location SC-Fort Mill Other Locations CA-Remote

Do you have a passion for problem solving, relationship management, and strategic business support?

Would you like to be a true advocate and partner for LPL's largest practices?

Have you had significant experience (5-10 years +) in the financial services industry in relationship management, account management, sales or sales functions?

Have you shown acumen driving partnering and long term achievement and results for clients?

Excited to learn more? If so, then this could be the role for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Vice President of Relationship Management - Elite is a true advocate and partner for our large practice advisors. Sitting in the Care organization, this role is primarily responsible for retention and satisfaction of our largest clients. The primary mission of the relationship manager is to align the right resources at the right time to drive overall advisor satisfaction and retention within LPL.

Responsibilities:

  • Manage a territory of top tier large practice advisors
  • Responsible for near and long term advisor and asset retention
  • Drive increased advisor engagement and satisfaction
  • Navigate business planning with practices, connecting them to tools products and solutions
  • Deliver a white glove relationship management experience

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

  • Client focused relationship management experience, up to 50% travel may be required
  • Excellent executive level communication capabilities. Advocating and collaborating with internal cross functional leadership as well as business owners.
  • Demonstrated ability for business planning and negotiation
  • Complex problem solving skills, knowledge of platforms and products relevant to BDs
  • Leading through influence and collaboration
  • Bachelor’s degree in business or related field
  • Minimum 10 years Financial Services experience (licenses preferred, but not required) Series 7/63/65 (or 66)

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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We take social responsibility seriously.

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