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Senior Vice President, Advisor Services Management

2 months ago

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

The Advisor Services Management division is responsible for ensuring advisor satisfaction and retention. The team employs various strategies, methodologies, and performance indicators to achieve these objectives.

Key Responsibilities:
  • Gain a comprehensive understanding of the advisor's business goals and their influence on the organization.
  • Enhance overall advisor satisfaction, revenue, and asset growth while promoting LPL Financial's services and products.
  • Design and organize business strategies and engagements at LPL conferences throughout the year.
  • Collaborate with internal partners and programs through strategic connections and referrals.
  • Support the Business Development team in recruiting efforts by representing Advisor Services and the firm.
  • Host advisors at corporate headquarters to strengthen relationships and strategic insights.
  • Engage in regular interactions with LPL executive leadership and management to achieve desired outcomes and enhance firm-wide understanding of advisors' businesses.
  • Participate in various internal committees and project teams, providing valuable insights and advisor perspectives while recommending timing, content, and delivery methods.
  • Adapt to change and competing priorities to meet both LPL's and the advisor's expectations; present complex topics for discussion across multiple functions and effectively address various aspects of issues to facilitate informed decision-making.
  • Stay informed about industry trends, products, platforms, resources, and opportunities.
  • Exhibit high levels of engagement and peer leadership within the team.
  • Conduct thorough annual Business Assessments and detailed reviews with advisors.
  • Document advisor interactions, business opportunities, and communications in the Salesforce CRM promptly.
  • Develop a response strategy to maintain or enhance advisor satisfaction, overall sentiment, and attrition risk.
  • Comprehend all facets related to managing a successful practice, including systems, technology, roles, responsibilities, marketing, sales processes, product knowledge, and financial planning, with specific expertise in product & platform, advisor workflow, regulatory training, and service operations.
  • Create and implement regular travel schedules to maximize effectiveness and meet the needs of covered advisors.
Desired Qualifications:

We seek collaborative individuals who can provide an exceptional client experience. Ideal candidates thrive in a demanding environment, are client-centric, team-oriented, and can execute in a manner that fosters innovation and continuous improvement.

Essential Requirements:
  • Bachelor's degree in Business, Finance, Economics, or a related field is preferred.
  • A minimum of 10 years of experience in Financial Services, ideally in a B2B sales and/or progressive client service, relationship management, or practice consulting role.
  • Strong awareness of industry competitors across various channels, including platforms, services, systems, and products.
  • Series 7 license is required; Series 66 must be obtained within 120 days.
  • Excellent written and verbal communication skills (both advisor-facing and executive-facing), along with strong follow-through and organizational abilities.
  • Experience with a Contact Management System, particularly Salesforce.
  • Familiarity with SmartSheet, Microsoft Teams, and standard MS Office applications such as Excel and Word.
  • Willingness to travel is required.

Compensation Range:
$129,840-$194,760/year

Actual base salary may vary based on factors such as relevant skills, prior experience, education, internal peer salaries, demonstrated performance, and geographic location. Additionally, LPL's Total Rewards package is highly competitive, designed to support your success in both professional and personal realms, including 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Why Choose LPL?

At LPL, we believe that objective financial guidance is essential for everyone. As the leading independent broker-dealer in the nation, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide a work environment that fosters creativity and growth, a supportive and responsive leadership team, and the opportunity to build a career with limitless potential.

We are one team on one mission. We prioritize our advisors' needs, enabling them to serve their clients effectively.

Our company strikes a balance between size and impact, allowing you to make a meaningful difference. We are committed to workplace equality and value the diverse perspectives and backgrounds of our employees. We also care for our communities and encourage our employees to do the same, creating an environment where you can perform at your best.