VP, Success Manager

Job Overview

The Vice President (VP) of Institutional Success Management serves as a strategic leader, dedicated to an institutional client that may have both product manufacturing divisions and financial professionals or financial advisors. This VP role sits within LPL’s client success division supporting the institutional channel.

Responsibilities

• Identify opportunities and create solutions to increase client satisfaction, retention and sales growth
• Successfully navigate and manage high profile and complex situations
• Examine trends, develop insights, and create solutions in order to better support Advisors
• Manage attrition risk of advisors proactively in partnership with the institution
• Partner with conference services to deliver exceptional education, training and conference events

Requirements

• 5+ years’ experience in financial services, preferably in a sales and/or client service/relationship management capacity
• 5+ years’ experience managing relationships in the institutional space or business-to-business space
• Bachelor’s degree in related field or equivalent experience

Core Competencies

• Ability to effectively analyze situations and apply solutions to achieve resolution
• Ability to identify and balance the needs of multiple stakeholders

Preferences

• High-level strategist experience coupled with the ability to implement methods that drive sales
• Strong executive presence with the ability to interact with and influence senior leadership
• Demonstrated knowledge of the financial service industry (LPL platforms), products, and services