AVP, Program Activation
LPL Financial
VP, Relationship Management Team Leader – Retirement Services
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Merrimack • Massachusetts, New Hampshire • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Oversee a team of 10-15 Managing Directors
- Establish and expand client connections
- Address client demands and solve challenges
- Assist institutional clients in benefits programs
- Develop and execute strategy and goals for profitability
- Manage client relationships including HR, Treasury, Legal, and Procurement
- Provide leadership for client re-pricing and renewal activities
- Collaborate with MD, Sales and other business partners in retention activities
- Drive engagement with internal business leaders
- Coach and mentor team for career development.
Requirements
- College degree preferred
- Relationship management experience preferred
- Management experience preferred
- Complete series 7, 24 & 63 exams within 90 days of hire
- Strong proven negotiation skills
- Ability to navigate and influence executive level business leaders
- Strong revenue management and overall financial acuity
- Validated consultative sales skills
- Experienced presentation, meeting management, and interpersonal skills
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
relationship managementnegotiation skillsrevenue managementfinancial acuityconsultative sales skillspresentation skillsmeeting managementinterpersonal skills
Soft skills
leadershipcoachingmentoringcollaborationclient engagement
Certifications
series 7series 24series 63
