VP, Success Manager

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

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

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness
, act with integrity
, and are driven to help our clients succeed
. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 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

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, please visit

• Innovative Environment:
  We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential:
  Your career at LPL has no limits, only amazing potential.
• Unified Mission:
  We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work:
  Our size is just right for you to make a real impact.
• Commitment to Equality:
  We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus:
  We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards:
  Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

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 .

Principals only. EOE.