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!

Excited to learn more? If so, then this could be the role 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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 Vice President, Institution Client Sucess serves as a strategic leader, dedicated to an institutional client that has both product manufacturing divisions and financial professionals or financial advisors. This VP role sits within LPL’s client success division supporting the institutional channel. The client success organization was formed at LPL to provide an integrated and consistent experience across primary touchpoints with LPL and to help institutions run thriving businesses. This role will be focused on deepening relationships and delivering added value by increasing the engagement with the full breadth of tools and resources LPL provides.

The VP, Institution Client Sucess will be responsible for deepening the value we provide to key institution clients, providing a proactive consultative approach.

The VP will be responsible for developing, supporting and executing an aligned strategy between firms to drive sales growth and business retention. This individual will need to build meaningful relationships through a high level of engagement representing the client perspective on various steering committees and projects with the ability to influence and drive towards smarter, simpler, and efficient solutions. Lastly, the VP will be responsible for the ideation and execution of initiatives within the IS SM department to help evolve the overall relationship management and consulting efforts of the broader team.

The successful candidate must possess strategic foresight and be skilled and experienced in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives.

Responsibilities:

• Identify opportunities and create programs to increase client satisfaction, retention and sales growth

• Successful navigate and manage high profile and complex situations

• Understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

• Develop a team culture to retain, develop and grow engaged employees

• Creating department goals, evaluating team’s results to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization

• Examine trends, develop insights, and create solutions in order to better support Advisors

• Manage attrition risk of advisors proactively in partnership with the institution

• Developing and executing business plan initiatives

• Partnering with conference services to deliver exceptional education, training and conference events

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:

• Minimum of 5 years’ experience in financial services, preferably in a sales and/or client service/relationship management capacity

• Bachelor’s degree in related field or equivalent experience

• Prior experience managing relationships in the institutional space or business-to-business space

• Ability to travel up to 25%

Core Competencies:

• High-level strategist experience coupled with the ability to implement methods that drive sales

• Strong executive presence with the ability to interact with and influence senior leadership

• Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions)

• Demonstrated knowledge of the financial service industry (LPL platforms), products, and services.

• Strong people management experience

• Ability to effectively analyze situations and apply solutions to achieve resolution

• Ability to identify and balance the needs of multiple stakeholders

Preferences:

• Series 7 or 63