VP, Success Manager

Job Overview

The Vice President of Relationship Management - Summit is a true advocate and partner for our largest independent advisors. Serving as an internal advocate for independent advisory practices with $400m in assets under management or greater, this role is responsible for retention and satisfaction of LPL’s most sophisticated clients. Our Relationship Management team partners strategically with our clients, aligning the right resources at the right time to drive overall advisor satisfaction, retention and growth within LPL.

• Manage a territory of top tier independent advisors
• Responsible for near and long term advisor and asset retention
• Drive increased advisor engagement and satisfaction
• Navigate the complexities of competing advisor affiliation and engagement models
• Develop strategic and tactical business planning with practices, connecting them to the right tools, products and solutions
• Coordinate client problem-solving with our best-in-industry Client Success Pod support team
• Deliver a white glove relationship management experience

• Bachelor’s degree in business or related field
• Minimum 7 years of Financial Services experience
• Series 7/63/65 (or 66) required (or must be secured within first 12 months of employment)
• Up to 35% travel may be required

• Client focused relationship management experience with a demonstrated ability for strategy development, business planning and negotiation
• Excellent executive level communication capabilities, advocating and collaborating with internal cross functional leadership as well as business owners.
• Complex problem solving skills, knowledge of platforms and products relevant to investment advisors and registered representatives

$129,394-$215,656/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!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, visit

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Principals only. EOE.
Information on Interviews: LPL will only communicate with a job applicant directly from an  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 .

EAC
12.9.25