AVP, Client Success Management

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, 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 an AVP within our Independent Advisor Services Relationship Management Organization. The Relationship Management team is responsible for satisfaction, growth and retention of LPL’s top advisors and offices. There will be an ongoing emphasis on managing, growing, and retaining his/her advisor relationships by using proven sales strategies and tactics with an emphasis on promoting the value, benefits, and features of LPL’s platform.

By developing a thorough understanding of the advisors’ businesses, the AVP will be responsible for crafting effective solutions to assist them in developing their business goals and objectives. Additionally, the Success Manager 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.

The Relationship Management division is accountable for advisor satisfaction and retention. There are multiple strategies, tactics and metrics the Relationship Management team utilizes to drive those two outcomes.

Responsibilities:

Develop a master understanding of the advisor, their business objectives and their impact on the organization

Drive overall advisor satisfaction, revenue and asset growth, profitability; introduce LPL Financial services and products

Support internal partners and programs through strategic connection and referrals

Assist the Business Development team with recruiting opportunities representing Relationship Management and the firm Deliver regular reporting of client account status, including activities, open items, notable wins, and any concerns.

Embrace change and competing priorities to ensure both LPL’s and the advisor’s expectations are met; present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in order to drive informed decision-making

Understand industry trends, products, platforms, resources and opportunities

Demonstrate the highest levels of engagement and peer leadership within the team Manage attrition risk by proactively partnering with internal stakeholders to resolve high profile and complex situations.

Conduct comprehensive annual Business Assessments and detailed reviews among key advisor relationships

Document advisor activities, business opportunities, communications in the Salesforce CRM on a timely basis

Develop a response plan to maintain or improve advisor satisfaction, overall sentiment and attrition risk Understand all areas related to the management of a successful practice including systems, technology, roles, responsibilities, marketing, sales process, product knowledge and financial planning with specific expertise in product & platform, advisor workflow, regulatory training and service and operations

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:

Bachelor’s degree in Finance, Business, Economics or related field5+ years of experience in financial services preferable in sales, consulting and/or client…