VP, Relationship Management
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Job Description
Vice President of Relationship Management at LPL Financial, advocating for independent advisors. Managing top tier advisor territories and ensuring client satisfaction and growth.
Responsibilities:
- 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
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