Sr Busn ConsultantApply Job ID: R-006058 Date posted: 02/28/2019 Primary Location CA-San Diego
We are currently looking to hire a Senior Internal Relationship Manager within IAS Business Consulting Department.
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 his/her advisor relationships by using proven sales strategies and tactics with an emphasis on consulting their advisors on the value, benefits and features of LPL’s platform.
By developing a thorough understanding of the advisor’s businesses, the RM will be responsible for crafting effective solutions to assist them in meeting their business goals and objectives. Additionally the RM will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management skills, sales skills, project management skills and business analytics to fully understand and achieve business growth, retention and satisfaction objectives.
•It is imperative that this role develops a full understanding of the advisor, their business objectives, and impact on theorganization
•Represent Business Consulting in several venues and forums throughout the year
•Participate in various committees providing thoughtful insight on the business rationale of their contributions
•Responsible for creating and presenting business sessions during advisor conferences and for the use of otherRelationship Managers
•Lead by example in the face of changing priorities
•Create and implement a successful framework for managing potential change.
•Present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in orderto drive informed decision making
•Engage in high level strategic discussions with both advisors and the executive team
• Partner with internal and external customers on needs assessment
• Integrate and direct people, practices and processes (often across multiple functions and business units) to achieve departmental goals
• Bachelor's degree in Business, Finance, Economics, or related field
• Minimum of 5 years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role
• Series 7 and 63 (Recommended - not required)
• Extensive knowledge of the client segment, organization, product, industry, and end customer
• Demonstrated knowledge of LPL platform, products and services
• 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
• Able 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
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.