Advisor Relations ManagerApply Job ID: R-023039 Date posted: 05/10/2022 Primary Location CA-San Diego
Do you have at least 5 years of project and client-facing experience in the financial services industry? How about a Series 7 and/or 63 license? Even better. Are you energized by helping people, solving problems, working independently and as part of a team on projects, programs and team deliverables? How about collaborating with internal partners to create a best-in-class client experience? Do you thrive in a fast-paced environment? Change and growth doesn’t scare you? If so, LPL Financial is the place 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.
Sr Business Consultant, Program Manager - Advisor Relations supports our business and our LPL Advisors with up to $100 Million in AUM, while managing and executing on key initiatives to help their businesses thrive. The teams’ primary objectives include driving strong client satisfaction by making LPL feel small and personalized (NPS), driving a sense of community and loyalty to LPL (Retention), and supporting growth initiatives that help Advisors deliver results for their clients (Same Store Sales). The role will help enable the team to work with Advisors through proactive calls and email; will require ownership, prioritization and execution of various department projects, programs and reporting that align to our team objectives and OKRs.
Enhance our client retention and growth by increasing the effectiveness of our outreach and engagement and programmatic campaigns through the creation of sales or educational materials used throughout the consultative sales process. Examples include fact sheets, newsletters, Q&A’s and campaign scripts
Create and support business session content used for advisor conferences and meetings
Serve as liaison between Advisor Relations Team and Relationship Management Enablement Team to align on delivery and execution of programs and key initiatives
Create, develop and manage reporting and metrics on programs and activities
Develop and deliver compelling presentations and executive level reporting
Create and implement program frameworks that support key performance indicators (KPIs)
Management of Advisor Relations team website, including identifying relevant content and resources for advisors
Ownership of the team mailbox, including triaging advisor and internal partner requests to team and development of reporting to understand trends and volume
Assist with NPS (Net Promotor Score) and CSAT, Transactional Survey reporting and other programs and processes
Support other projects as needed
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.
Bachelor's degree and experience in a fast-paced sales/account management environment
5+ years’ experience in a project management/client-facing role with experience in the financial services industry; Series 7 & 63 licenses
Strong oral and written communication skills to articulate LPL’s value, products, and services
Experience with Contact Management Systems, specifically Salesforce and standard MS Office Applications (Excel, Word, PowerPoint)
A client centric mindset and commitment to identifying opportunities to continually improve the client experience
Ability to work well and adapt in a fast-paced, changing environment
Ability to lead project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies
Proven ability to independently plan, organize, prioritize, and execute multiple work streams concurrently in a fast-paced environment to deliver outstanding results
Strong teamwork and experience collaborating with individuals across lines of business, functional areas, and all levels of the organization
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.
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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.