VP, Success Manager
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
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.
Responsibilities:
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
What are we looking for?
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.
Requirements:
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
Core Competencies:
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
Pay Range:
$129,368.00 - $215,682.00Company 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 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 www.lpl.com.
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.
For further information about LPL, please visit .
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com 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 (855) 575-6947.
EAC 5.19.26