Customer Success Manager

• Partner directly with the Institution Success Manager (ISM) on aiding in setting up and executing a strategic business plan with respect to all aspects of driving growth at the Institutional level
• Spend 60-70% of the time in the field interacting with clients, averaging 16-20 face-to-face meetings per week
• Increase same store sales across a broad-based territory comprised of designated institution advisors
• Meet all sales goals and firm objectives for the assigned advisors
• Leverage sponsor partners in the field to bring value added education to advisors in the form of small group workshops on topics ranging from practice management, business development, and investment related themes
• Represent the outlook and themes of LPL Research in the field
• Partner with IS Business Development teams to assist in recruiting
• Leverage proven practices to help advisors run a more efficient practice, with coaching from Service and Technology subject matter experts
• Participate in Home Office Visits, both home office based and those exported to the field.

VP, Growth Success Manager

Client Success Executive

Head of Platforms, Customer Success

Customer Success Manager

Customer Success Manager

Customer Success Manager – Strategic Accounts