VP, Institution Success Manager

Vice President (VP) of Institutional Success Management

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We are looking for a strategic leader dedicated to an institutional client within LPL's client success division supporting the credit union channel. This role will focus on deepening relationships and delivering added value by increasing the engagement with the full breadth of tools and resources LPL provides.

The VP, Success Management will be responsible for deepening the value we provide to key credit union clients, providing a proactive consultative approach. The VP will be responsible for developing, supporting and executing an aligned strategy between firms to drive sales growth and business retention. This individual will need to build meaningful relationships through a high level of engagement representing the client perspective on various steering committees and projects with the ability to influence and drive towards smarter, simpler, and efficient solutions. Lastly, the VP will be responsible for the ideation and execution of initiatives within the IS SM department to help evolve the overall relationship management and consulting efforts of the broader team.

The successful candidate must possess strategic foresight and be skilled and experienced in engaging in high-level strategic discussions with advisors, regional directors, institution executives and LPL home office executives. Additionally, the candidate must have a strong skillset in the areas of operational excellence and execution, problem solving, decision making, and strategic agility. They must also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

Responsibilities include identifying opportunities and creating programs to increase client satisfaction, retention and sales growth; successfully navigating and managing high profile and complex situations; developing a team culture to retain, develop and grow engaged employees; examining trends, developing insights, and creating solutions to better support advisors; managing attrition risk of advisors proactively in partnership with the institution; developing and executing business plan initiatives; and partnering with conference services to deliver exceptional education, training and conference events.

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements include a minimum of 5 years' experience in financial institutions, preferably in a sales, client service, or relationship management capacity; prior experience managing relationships in the institutional space or business-to-business space; high-level strategist experience coupled with the ability to implement methods that drive sales; extensive knowledge of the client segment, organization, product, industry, and end customer; and demonstrated knowledge of the financial service industry. A bachelor's degree in a related field or equivalent experience is also required.

Core competencies include strong executive presence with the ability to interact with and influence senior leadership; the ability to effectively analyze situations and apply solutions to achieve resolution; and the ability to identify and balance the needs of multiple stakeholders. Preferred qualifications include Series 7, 63 or additional licenses or designations, and experience supporting or leading wealth management programs at financial institutions.

The pay range for this position is $125,625-$209,375 / year, with actual base salary varying based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

LPL Financial Holdings Inc. is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.