Institutional Relationship Manager

1 week ago

Charlotte, North Carolina, United States LPL Financial Holdings, Inc. Full time
Job Overview

The Assistant Vice President (AVP) of Institutional Relationship Management plays a key role in driving revenue growth, business efficiencies, and strategic partnerships between LPL Financial and its institutional clients.

This role requires a strong understanding of the financial services industry, compliance, products, and services, as well as excellent relationship-building and project management skills.

Responsibilities
  • Identify opportunities to increase client satisfaction, retention, and sales growth
  • Manage high-profile and complex situations with ease
  • Execute the operating governance structure across specific functional partnership pods to deliver contractual obligations and desired business results
  • Responsible for ongoing strategic alignment, contractual, and day-to-day business management
  • Deliver ongoing KPI and SLA reporting management aligned to the institutional priorities and strategy
  • Coordinate and maintain standing governance structures with frequent meetings and connection points at all levels of the firm to ensure alignment, assess progress, and drive results
  • Implement the institutional client interaction model, including coordination, presentation material creation, objective setting, and reporting
  • Lead efforts supporting day-to-day operational and solutions management
  • Examine trends, develop insights, and create solutions to better support advisors
  • Partner with conference services to deliver exceptional education and conference events
Requirements
  • 4-7+ years of experience in financial services, preferably in a sales and/or client service/relationship management capacity
  • Experience with Salesforce, PowerPoint, Excel, and Tableau
  • Bachelor's degree in a related field or equivalent experience
Core Competencies
  • Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
  • Prior experience managing relationships and projects in the institutional space or business-to-business space
  • Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions)
  • Demonstrated knowledge of the financial services industry, compliance, products, and services
  • Ability to identify and balance the needs of multiple stakeholders
Preferences
  • Series 7, 63
Why LPL?

LPL Financial is a leader in the financial services industry, providing an integrated platform of proprietary technology, brokerage, and investment advisor services.

We offer a work environment that encourages creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career with no limits.

We are committed to supporting workplace equality and embracing the different perspectives and backgrounds of our employees.

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