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VP, Key Account Manager

LPL Financial

LPL Financial

Sales & Business Development
Multiple locations
Posted on Thursday, December 14, 2023

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The VP, Key Account Manager will build strong working relationships with decision-makers and influencers within key client accounts to enable revenue growth. As well as being strategic, this person will need to be versatile sales leader and relationship builder. The role requires cross-functional influential leadership skills, strong verbal and written communication skills, the ability to have tough conversations, and executive presence.

Responsibilities:

  • Develop and execute annual strategic account plans and initiatives to achieve the sales goals.

  • Responsible for the management of account planning, quarterly business reviews, sales reporting, monthly forecasting, pipeline management

  • Demonstrate strong critical analysis and planning skills in reviewing data and market intelligence, understand trends, prepare and communicate applicable plans;

  • Actively manage selected strategic accounts to develop strong relationships and networks with existing partners to secure new business, open new markets and drive growth

  • Work with the field sales team to coordinate sales activities with key accounts, share ideas and create new business development strategies while ensuring clear and frequent communications across channels;

  • Monitor and communicate industry trends relevant and emerging business opportunities;

  • Consistently meets and/or exceeds sales goals.

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:

  • 5+ years of proven, hands-on account management experience with a successful track record of growing client accounts.

  • Ability to negotiate, trouble-shoot and problem-solve collaboratively with partners and internal team members.

  • Excellent time management and prioritization skills. Able to maintain an organized, well-run sales process and meet required turnaround times. Comfortable within a fast-paced work environment.

  • Ability to formulate, document, and articulate a strategic approach to sales and promotion

  • Able to occasionally travel to visit with prospective and/or key clients.

  • Wealth management experience

Core Competencies:

  • Communication Skills: Thoughtful at asking questions, listening, and articulating a value proposition in a manner that helps your customer understand how our solution helps them solve an existing problem. Must also be comfortable in facilitating group meetings/presentations that creates a meaningful learning environment tailored to your audience.

  • Interpersonal Skills: High level of Emotional Intelligence that enables you to navigate different personality types and motivations of your customer.

  • Judgment: Ability to independently research, develop, optimize, and implement tactics relevant to specific customer/market/business needs. The core of any decision must be made with the best interest of the client in mind.

  • Execution: Self-accountability to execute your plan, frequently monitor progress, and adjust when needed to exceed your market goals. In addition, you have a sense of urgency to deliver on customer requests with quality and timing that exceeds their expectations.


Pay Range:

$143,520-$215,280/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. This position is also eligible to earn sales incentive compensation. 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. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer!


Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 (800) 877-7210.