Vice President of Institutional Relationship Management

2 days ago


Fort Mill, South Carolina, United States LPL Financial Full time
Job Title: Vice President of Institutional Relationship Management

At LPL Financial, we are seeking a highly skilled and experienced Vice President of Institutional Relationship Management to join our team. As a strategic leader, you will be responsible for developing and executing a comprehensive relationship management strategy to drive sales growth and business retention for our institutional clients.

Key Responsibilities:
  • Identify opportunities to increase client satisfaction, retention, and sales growth
  • Develop and execute a strategic plan to deepen relationships with institutional clients
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Manage and develop a team of relationship managers to achieve business objectives
  • Stay up-to-date with industry trends and best practices to optimize results
Requirements:
  • Minimum of 10 years' experience in financial services, preferably in a sales and/or client service/relationship management capacity
  • Series 7 and 63 required, additional licenses or designations a plus
  • Proven track record of success in managing relationships in the institutional space or business-to-business space
  • Strong executive presence with the ability to interact with and influence senior leadership
  • Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions)
What We Offer:
  • A competitive salary range of $138,200.00 - $230,400.00
  • A comprehensive benefits package, including 401K matching, health benefits, and paid time off
  • The opportunity to work with a leading independent broker-dealer and make a meaningful impact in the financial services industry

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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