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Senior Vice President of Client Relations

2 months ago

San Diego, California, United States LPL Financial Holdings, Inc. Full time
Position Overview

LPL Financial Holdings, Inc. is a prominent player in the financial services sector, dedicated to empowering advisors to serve their clients effectively. With a workforce exceeding 7,000 and a commitment to innovation, LPL supports a vast network of over 50,000 financial professionals, including independent advisory teams and institutional partners managing substantial assets.

Role Summary:

The Senior Vice President of Client Relations is responsible for leading a team of strategic relationship managers, acting as a vital link between the executive management team and the broader organization. This pivotal role is essential for enhancing overall client satisfaction and asset retention by supporting sophisticated financial planning practices recognized by industry leaders.

The ideal candidate will possess extensive experience in the financial services industry, with a comprehensive understanding of broker-dealer and custodian operations, as well as emerging trends that impact client needs. This position requires a strong executive presence to engage effectively with both corporate leaders and entrepreneurial clients, contributing to the development of strategies that elevate the client experience.

Reporting directly to the Executive Vice President of Client Relations, this role is integral to the leadership team, fostering collaboration across various business units to ensure a seamless client experience while driving innovation to meet future demands.

Key Responsibilities:
  • Developing an executive engagement strategy that includes listening sessions, individual meetings, and conference participation.
  • Collaborating with various teams to solve problems and maintain high levels of organization.
  • Utilizing data analytics to drive engagement, assess risks, and monitor client satisfaction.
  • Overseeing a team responsible for managing over $100 billion in assets.
  • Partnering with the relationship management and conference services teams to optimize executive-client interactions.
  • Providing insights to enhance the client experience and streamline operations.
  • Monitoring team performance through CRM systems and satisfaction metrics.
  • Engaging with senior management through presentations and updates.
  • Contributing to initiatives that promote an open-door policy within the organization.
  • Ensuring alignment of communication strategies with the company’s brand objectives.
  • Measuring success through established performance metrics, focusing on client retention and engagement.
Qualifications:
  • A minimum of 10 years of experience in financial services, particularly in client service or relationship management roles.
  • At least 5 years in leadership positions, managing teams of relationship management or sales professionals.
  • Proficiency in Microsoft Office, especially Excel and PowerPoint.
  • Experience with CRM systems, preferably Salesforce.
  • A client-centric mindset with a focus on enhancing the overall client experience.
Preferred Qualifications:
  • Licenses such as Series 7, 63, and 24.
  • A bachelor’s degree in Finance, Business, Management, or a related field.
  • An MBA or other advanced degree.
  • Experience engaging with C-suite executives.
  • In-depth knowledge of industry platforms, products, and services.
  • Proven leadership in dynamic environments.
  • Strategic thinking capabilities and experience in developing strategic plans.
  • Ability to manage high-pressure situations effectively.
  • Skill in balancing the needs of diverse stakeholders.
  • Willingness to travel as needed.
Compensation:
Salary range is competitive and commensurate with experience and qualifications. LPL Financial offers a comprehensive benefits package designed to support employee well-being and professional growth.

Why Choose LPL Financial?

At LPL, we are committed to providing objective financial guidance and fostering an environment that encourages creativity and professional development. Our integrated platform of technology and services empowers you to make a meaningful impact in the financial services industry. We value diversity and inclusion, and we strive to create a workplace where all employees can thrive. Join us in our mission to help individuals achieve their financial aspirations.