Senior Success Manager
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • Arizona • California • United States
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Salary
💰 $84,400 - $140,600 per year
Job Level
About the role
- Provide relationship management support between Advisors and LPL
- Drive client satisfaction and retention
- Recommend growth initiatives for Advisors
- Consult with Advisors through various engagement methods
- Conduct digital business health assessments/business planning
Requirements
- Bachelor’s degree required; major in Finance, Accounting, Economics, or Business Administration preferred
- 5+ years of experience in the financial services industry within an advisor‑facing, account management, consultative sales, or service role
- Ability to travel as needed (approximately 1–2 trips per year)
- Active Series 7 license or ability to obtain within 120 days of hire
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 satisfactionconsultative salesbusiness planning
Certifications
Series 7 license