Vice President, Independent Advisor Services Relationship Manager

2 hours ago


Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time
Job Overview

The Relationship Management division is accountable for advisor satisfaction and retention. To drive these outcomes, the team employs multiple strategies, tactics, and metrics. The ideal candidate will possess a deep understanding of the advisor's business objectives and their impact on the organization.

Responsibilities
  • Develop a comprehensive understanding of the advisor's business and their role within the organization.
  • Drive overall advisor satisfaction, revenue growth, and profitability by introducing LPL Financial services and products.
  • Prepare and curate business strategies and engagements at LPL conferences throughout the year.
  • Support internal partners and programs through strategic connections and referrals.
  • Assist the Business Development team with recruiting opportunities representing Relationship Management and the firm.
  • Host advisors at LPL headquarters locations to develop relationships and strategic awareness.
  • Engage in frequent interactions with LPL executive leadership and management to achieve outcomes and increase firm-wide understanding of advisors' businesses.
  • Participate in internal committees and project teams, providing thoughtful insight and advisor perspective.
  • Embrace change and competing priorities to ensure both LPL's and the advisor's expectations are met.
  • Understand industry trends, products, platforms, resources, and opportunities.
  • Demonstrate high levels of engagement and peer leadership within the team.
  • Conduct comprehensive annual Business Assessments and detailed reviews with advisors.
  • Document advisor activities, business opportunities, and communications in the Salesforce CRM.
  • Develop a response plan to maintain or improve advisor satisfaction, overall sentiment, and attrition risk.
  • Understand all aspects of managing a successful practice, including systems, technology, roles, responsibilities, marketing, sales process, product knowledge, and financial planning.
Requirements
  • Bachelor's degree in Business, Finance, Economics, or a related field.
  • Minimum of 10 years' experience in Financial Services, preferably in B2B sales and/or progressive client service, relationship management, or practice consultant roles.
  • High-level awareness of industry competitors across channels, including platforms, services, systems, and products.
  • Series 7 required; Series 66 required within 120 days.
  • Strong written and verbal communication skills, follow-through, and organizational skills.
  • Experience operating a Contact Management System, specifically Salesforce.
  • Experience with SmartSheet, Microsoft Teams, and standard MS Office Applications.
  • Ability to travel is required.


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