LPL Financial

AVP, Success Manager

LPL Financial

full-time

Posted on:

Location Type: Remote

Location: California • South Carolina • United States

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Salary

💰 $117,700 - $196,100 per year

Job Level

Lead

About the role

  • Develop an in-depth understanding of each advisor, their business objectives, and their impact within the broader organization.
  • Drive advisor satisfaction, revenue, asset growth, and profitability by proactively introducing LPL Financial’s services and solutions.
  • Design and execute business strategies in conjunction with LPL conference engagements throughout the year.
  • Act as a strategic liaison, supporting internal partners and programs through targeted connections and referrals.
  • Host advisors at our headquarters, deepening relationships and enhancing strategic alignment.
  • Engage regularly with executive leadership and management to advocate for advisor needs and promote organizational understanding.
  • Participate in internal committees and project teams, providing advisor perspectives to inform content, timing, and delivery strategies.
  • Navigate change and competing priorities with agility, driving informed decisions across multiple functions.
  • Stay abreast of industry trends, products, platforms, and resources to identify new opportunities for advisors.
  • Model exemplary engagement and peer leadership within the Client Success team.
  • Lead comprehensive annual Business Assessments and detailed advisor reviews.
  • Document advisor activities and opportunities in Salesforce CRM with accuracy and timeliness.
  • Develop and implement response plans to sustain or improve advisor satisfaction and manage attrition risk.
  • Master all facets of successful practice management, including systems, technology, marketing, sales, product expertise, regulatory training, and operational excellence.
  • Plan and execute travel rotations to maximize advisor engagement and support.

Requirements

  • Bachelor’s degree in Business, Finance, Economics, or a related field (preferred)
  • 5+ years’ experience in Financial Services, ideally within B2B sales, client service, relationship management, or practice consulting roles
  • 5+ years of experience with in-depth knowledge of industry competitors, platforms, services, systems, and products, consistently leveraging this expertise to drive strategic decision-making and competitive positioning.
  • Active Series 7 license required; Series 66 license required within 120 days of hire
  • Willingness and ability to travel as required
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business strategypractice managementfinancial servicesclient servicerelationship managementsalesregulatory trainingoperational excellenceadvisor reviewsSalesforce CRM
Soft skills
advisor satisfactionstrategic alignmentpeer leadershipagilitycommunicationadvocacycollaborationdecision-makingrelationship buildingengagement
Certifications
Bachelor’s degreeSeries 7 licenseSeries 66 license