Senior Internal Success Manager
LPL Financial
full-time
Posted on:
Location Type: Office
Location: San Diego • Arizona • California • United States
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Salary
💰 $84,700 - $141,100 per year
Job Level
About the role
- Develop a comprehensive understanding of each advisor, their business objectives, and their broader impact on the organization.
- Serve as a representative of Business Consulting across multiple internal and external forums throughout the year.
- Participate in cross‑functional committees, contributing thoughtful insights and business rationale to support decision‑making.
- Create and deliver business‑focused presentations for advisor conferences and for use by Relationship Managers.
- Demonstrate strong leadership and adaptability amid shifting priorities.
- Design and implement effective frameworks to manage organizational and strategic change.
- Present complex topics across multiple functions, articulating different perspectives to drive informed decisions.
- Engage in high‑level strategic conversations with advisors and executive leadership.
- Collaborate with internal and external partners to conduct thorough needs assessments.
- Coordinate people, processes, and best practices across multiple business units to achieve departmental goals.
Requirements
- Bachelor's degree in Business, Finance, Economics, or related field
- 5+ years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role
- Ability to effectively analyze situations, applying solutions to achieve resolution
- Ability to identify and balance the needs of multiple stakeholders
- Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability
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 & Tools
business analysisstrategic change managementpresentation designneeds assessmentfinancial analysis
Soft Skills
leadershipadaptabilitycommunicationcollaborationstakeholder management
Certifications
Bachelor's degree