Vice President, Strategic Account Manager

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Vice President, Strategic Account Manager will be responsible for managing Enterprise offices and top producing advisors associated with the Enterprise.  The VP will report to the SVP, Strategic Accounts.  The focus of the Vice President, Strategic Account Manager will be on managing, growing and retaining his/her Enterprises and their advisor relationships by using effective consulting, sales strategies and tactics with an emphasis on educating their advisors on the value, benefits and features of LPL’s platform. 

Responsibilities:

The Vice President, Strategic Account Manager must be skilled and experienced in engaging in high level strategic discussions with Enterprise owners, their Advisors, and the internal LPL executive team. Additionally, the candidate must understand, utilize and stay current with industry best practices, financial markets, technology products, regulations, competitive pressures, services, workflow, demographics and systems knowledge to optimize results by developing a thorough understanding of the enterprise’s value proposition and the advisor’s businesses.

In addition to a thorough understanding of LPL’s strategic initiatives, the VP will be responsible for crafting and aligning effective solutions to assist them in meeting their business goals and objectives, in conjunction with LPL’s.  Additionally, the Vice President, Strategic Account Manager will act as the primary point of contact between his/her advisors and LPL Financial.

This role will combine relationship management skills, consulting skills, sales skills, project management skills and business analytics to fully understand and achieve business growth, retention and yield objectives.  The Vice President, Strategic Account Manager will also be responsible for providing direction to and in partnership with a dedicated internal support who will assist in the effort.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree in business, finance or related field.

• Minimum of 10 years of experience in financial services preferably in sales and progressive client service/relationship management role.

• Extensive knowledge of the client segment, organization, product, industry, and end customer.

• Ability to travel around 25% of the time

Preferences:

• Series 7/63/65 (or 66)

• Strong knowledge RIA's a plus

• Ability to effectively analyze situations, applying solutions to achieve resolution

• Ability to identify and balance the needs of multiple stakeholders

• Demonstrated knowledge of LPL platform, products, services and business objectives

#LI-PA

 

Pay Range:

$120,488-$200,813/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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