AVP, Senior Trustee Consultant
About the role
The AVP, Senior Trustee Consultant plays a crucial role within LPL Financial’s wholly owned subsidiary, The Private Trust Company. This position is part of the Business Development team and focuses on providing trustee services to independent advisors and RIAs.
Responsibilities
Serve as the lead consultant with LPL Advisors when presenting new cases to PTC for trustee and/or settlement services.
Analyze and interpret legal documents and asset statements related to clients' trusts and estates.
Prepare summaries and new cases for legal and acceptance reviews, including mentoring and coaching trust specialists.
Manage financial advisor and client experience, addressing inquiries and resolving issues.
Effectively communicate with advisors, external partners, and colleagues throughout the trustee acceptance process.
Ensure efficient management of the new business opportunity pipeline and participate in special projects.
Represent PTC in business development efforts with internal partners and LPL Advisors.
Prepare special reports, spreadsheets, and correspondence as needed.
Requirements
Bachelor’s Degree
Five years’ experience in trustee services, preferably with a broker-dealer or traditional bank/trust company.
Knowledge of financial planning, philanthropic planning, and fiduciary law.
Experience working with high net worth (HNW) clients.
Proven ability to handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment.
Strong use of Microsoft Office.
What are we looking for?
We're seeking strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates are creative, continuously improving, and committed to helping our clients succeed.
Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leading wealth management firm serving over 32,000 financial advisors and approximately 1,100 financial institutions, managing approximately $2.3 trillion in assets. LPL offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services to support advisors and institutions in running successful businesses.
Pay Range
$88,580.00 - $147,599.00
Additional Information
LPL will only communicate with applicants via email from an @lplfinancial.com address. Interviews will not be conducted online or in chat forums. For further information about LPL, visit www.lpl.com. To learn more about joining the LPL team, please log in or create an account to apply to this position. Principals only. EOE.