Assistant Vice President of Succession Planning

3 days ago


Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time
Job Title: Assistant Vice President of Succession Planning

LPL Financial Holdings, Inc. is seeking a highly skilled Assistant Vice President of Succession Planning to join our Financial Solutions team. As a key member of our team, you will be responsible for delivering innovative succession planning solutions to our advisors, helping them to grow, protect, and plan for their legacy.

Responsibilities:
  • Lead succession planning engagements, implementing clear and concise strategies for execution
  • Develop and maintain efficient processes, leveraging technology to automate manual work and simplify processes
  • Interface with business unit counterparts to address specific needs of advisors
  • Create reporting and analysis to drive advisor business decisions
  • Handle escalations by both internal business partners and our advisors
Requirements:
  • Bachelor's Degree
  • 5+ years of succession planning, M&A, and/or wealth management practice management
What We Offer:

LPL Financial Holdings, Inc. offers a competitive compensation package, including a base salary range of $105,000 to $176,500, as well as a comprehensive benefits program, including 401K matching, health benefits, and paid time off. Our company culture values diversity, equality, and community involvement, and we encourage our employees to do the same.

We are committed to supporting our employees' growth and development, offering opportunities for professional advancement and continuous learning. If you are a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.



  • Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time

    Job OverviewThe Finance, Operations, and Risk (FOR) organization at LPL Financial Holdings, Inc. is seeking an Assistant Vice President - Strategic Support to facilitate primary strategic support function for LPL's Chief of Staff. In this role, the Assistant Vice President will collaborate with the VP, Chief of Staff and executive team members to help...


  • Fort Mill, South Carolina, United States LPL Financial Full time

    Operations Strategy Vice PresidentLPL Financial is a leader in the markets we serve, supporting thousands of financial advisors and institutions nationwide. We are committed to the advisor-centered model, providing the freedom for advisors to choose their business model, services, and technology resources. Our Operations organization is seeking a Vice...


  • Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time

    Job Title: Vice President, Public RelationsLPL Financial Holdings, Inc. is seeking a highly skilled and experienced Vice President, Public Relations to lead our public relations efforts and support our growth, brand, and reputation.Job Summary:The Vice President, Public Relations will be responsible for developing and implementing a comprehensive public...


  • Fort Mill, South Carolina, United States LPL Financial Full time

    Cloud Operations Vice PresidentLPL Financial is seeking a highly skilled Cloud Operations Vice President to lead our cloud infrastructure and services. As a key member of our IT team, you will be responsible for overseeing the design, implementation, and management of our cloud operations, ensuring high availability and optimal performance.Key...


  • Fort Mill, South Carolina, United States LPL Financial Full time

    Job OverviewWe are seeking an experienced and results-driven Assistant Vice President (AVP) to lead our Advisory Operations Risk and Remediation's team. As the AVP, you will oversee a specialized team of high-performing Analysts who play a crucial role in leading all remediation through each life cycle of the overall remediation process.Key...


  • Fort Mill, South Carolina, United States LPL Financial Full time

    Job OverviewThe Vice President, Strategic Account Manager will be responsible for managing Enterprise offices and top producing advisors associated with the Enterprise. This role will combine relationship management skills, consulting skills, sales skills, project management skills, and business analytics to fully understand and achieve business growth,...


  • Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time

    Transformative Leadership OpportunityLPL Financial Holdings, Inc. is seeking an exceptional leader to drive the transformation of our service digital enablement and client empowerment capabilities. As Executive Vice President, Service Digital Enablement, you will be responsible for developing and executing a strategy to empower our clients and their staff to...


  • Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time

    Job Overview:LPL Financial Holdings, Inc. is seeking a highly skilled and experienced Product Manager to lead the development and implementation of our Market Data platforms. As a key member of our team, you will be responsible for creating and maintaining a vision, roadmap, and product backlog for our Market Data platforms. You will work closely with...


  • Fort Mill, South Carolina, United States LPL Financial Full time

    Job SummaryLPL Financial is seeking a seasoned leader to join our team as Assistant Vice President, Operations. As a key member of our Client Compensation department, you will lead a team of experts in quality assurance and process improvement. Your expertise will be instrumental in driving strategic plans and ensuring timely completion of critical tasks.Key...


  • Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time

    Job OverviewThe Assistant Vice President (AVP) of Institutional Relationship Management serves as a key member of the client success division, supporting the institutions distribution channel. This role focuses on deepening relationships and delivering added value by increasing engagement with the full breadth of tools and resources provided by LPL...


  • Fort Mill, South Carolina, United States LPL Financial Holdings, Inc. Full time

    Job OverviewThe Assistant Vice President (AVP) of Institutional Relationship Management plays a critical role in driving revenue growth, business efficiencies, and strategic partnerships between LPL Financial and its institutional clients. This position requires a strong understanding of the financial services industry, compliance, products, and services, as...


  • Fort Mill, South Carolina, United States BrightStar Care of Rock Hill Full time

    Certified Nursing Assistant Job OpportunityBrightStar Care of Rock Hill, SC is seeking a Certified Nursing Assistant to join our team. As a CNA, you will provide care to patients in their homes and in assisted living facilities, assisting with daily tasks, providing transportation, and performing vital signs.Responsibilities:Providing care as directed by a...


  • Fort Mill, South Carolina, United States Lancaster City Fire Department Full time

    Job SummaryWe are seeking a highly skilled and dedicated Instructional Assistant to join our team at the Lancaster City Fire Department. As an Instructional Assistant, you will play a vital role in supporting our instructional staff and providing a high-quality educational experience for our students.Key ResponsibilitiesAssist instructional staff in...


  • Fort Mill, South Carolina, United States Always Best Care of Rock Hill Full time

    About the RoleWe are seeking a compassionate and dedicated Certified Nursing Assistant to join our team at Always Best Care of Rock Hill. As a Home Health Care Professional, you will play a vital role in providing high-quality care to our clients in the comfort of their own homes.Key ResponsibilitiesProvide personal care and assistance to clients with daily...


  • Fort Mill, South Carolina, United States Always Best Care of Rock Hill Full time

    Job Opportunity at Always Best Care of Rock HillWe are a close-knit team of caregivers who rely on each other to ensure our clients receive the highest quality of care possible. We only hire committed professional caregivers who love working with the elderly.Your Role and Responsibilities:You will be working with our clients helping them with day-to-day...


  • Fort Mill, South Carolina, United States BrightStar Care of Rock Hill Full time

    Job Title: Certified Nursing AssistantWe are seeking a Certified Nursing Assistant to join our team at BrightStar Care of Rock Hill, SC. As a CNA, you will provide high-quality care to our clients in their homes and assisted living facilities.Responsibilities:Provide care as directed by a nursing supervisor, including bathing, grooming, oral care, dressing,...


  • Fort Mill, South Carolina, United States Always Best Care of Rock Hill Full time

    About Always Best Care of Rock HillWe are a reputable home care agency dedicated to providing exceptional care and support to our clients. Our team of caregivers is committed to delivering high-quality services that enable our clients to live independently and safely in their own homes.Your Role and ResponsibilitiesAs a caregiver with Always Best Care of...


  • Fort Mill, South Carolina, United States BrightStar Care of Rock Hill Full time

    Join Our Team as a Certified Nursing AssistantWe are seeking a compassionate and skilled Certified Nursing Assistant to join our team at BrightStar Care of Rock Hill. As a CNA, you will play a vital role in providing high-quality care to our clients in their homes and in our facilities.Responsibilities:Provide personal care services to clients, including...


  • Fort Mill, South Carolina, United States Five Guys Burgers and Fries Full time

    Assistant Manager Opportunity at Five Guys Burgers and FriesWe are seeking a motivated and customer-focused Assistant Manager to join our team at Five Guys Burgers and Fries. As an Assistant Manager, you will play a key role in ensuring the success of our restaurant by providing exceptional customer service, managing daily operations, and leading a...


  • Fort Mill, South Carolina, United States YMCA of Upper Palmetto Full time

    Job Summary:As a Preschool Teacher at the YMCA of Upper Palmetto, you will play a vital role in providing a nurturing and engaging environment for young children to learn and grow. We are seeking a dedicated and passionate individual to join our team and contribute to the development of our preschool program.Key Responsibilities:Collaborate with the...