AVP, Strategic Account Manager

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:

The Strategic Accounts team is responsible for managing the relationships with LPLs largest RIA and OSJ relationships, with over 55 firms, 7500 advisors and $500B in AUM. These are amongst the most important and complex relationships within the LPL ecosystem.

The Internal Strategic Account Manager works alongside the Strategic Account Management (SAM) team to assist with pivotal relationships within LPL. The primary mission of the Internal Strategic Account Manager is to align the right resources at the right time to help drive results in growth, retention and client satisfaction through complex problem resolution, often working directly with advisors and the enterprise home office.

Responsibilities:

Own and resolve complex business issues (ie business structure, affiliation, etc.)Collaborate with Strategic Account manager to complete and maintain Business/Relationship Assessments by firm Maintain complete, up-to-date Sales Force records for all covered advisors

Own the contract accommodations and service-related credits process for the SAM Maintain strong relationships with vendor partners to drive value added industry thought leadership

Maintain relationships with high impact clients to understand key players in the firms and ensure complex issue resolution is completed

Ensure VIP clients are receiving white glove service

Handling of day-to-day tasks required for high client satisfaction and to ensure SAMs are informed of any potential risk with top clients

Meetings with Large Enterprise clients to discuss service and resolutions

Meeting preparation documents and updates for SAM Contract fulfillment for pricing and service accommodations

Project management for complex requests from individual advisors (registration, comp, service, technology, etc.) Provide leadership for Case Management process for SAMs and LEs, making sure that complex requests are getting resolved in a timely manner

Collaboration across multiple LPL departments for project management and updates; maintaining relationships with leaders across the ecosystem

Communications to select Large Enterprises for periodic updates

Requirements:5+ years of experience in sales, relationship management, wholesaling, or senior client service roles5+ years of experience within the financial services industry

Series 7 and Series 66 licenses (or the Series 63 and Series 65 licenses in lieu of the Series 66) or the ability to obtain within 90 days3+ years of project management experience, including managing cross-functional initiatives3+ years of experience utilizing Salesforce CRM and related tools

Core Competencies:

Strong oral and written communication skills, ability to manage multiple complex projects simultaneously

Strong listening skills who can be assess and solve the needs of the customer in a fast paced environment

Proactive, self-starter with a passion for cultivating and support long-standing, complex business relationships

Ability to navigate with ease between challenging conversations and business opportunities with clients

Ability to act as a coach

Educate and engage Large Enterprise leadership with ideas that can expand and improve their business

Preferences:

Bachelor's degree

Experience in a high paced experience in a sales or progressive client service role Ability to thrive in structured and unstructured environments

Understanding of LPL processes and platforms

Pay Range:$ - $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!

Company Overview:

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(6) , LPL supports over 32,000 financial advisors and the wealth…