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Institutional Relationship Manager
2 months ago
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
- 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
- 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 service industry, compliance, products, and services
- Ability to identify and balance the needs of multiple stakeholders
- Series 7, 63
LPL Financial is a leader in the financial services industry, committed to providing objective financial guidance to individuals and institutions. As a company, we value our employees and strive to create a work environment that encourages creativity, growth, and collaboration. We are committed to supporting workplace equality and community involvement, and we encourage our employees to do the same.
