LPL Financial

VP, Relationship Management

LPL Financial

full-time

Posted on:

Location Type: Remote

Location: North Carolina • United States

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Salary

💰 $129,394 - $215,656 per year

Job Level

Lead

About the role

  • 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

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
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.

Soft Skills
relationship managementclient problem-solvingstrategic planningtactical planningadvisor engagementadvisor satisfaction
Certifications
Bachelor’s degreeSeries 7Series 63Series 65Series 66