LPL Financial
Vice President, Strategic Account Manager
LPL Financial, San Diego, California, United States, 92189
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and believe that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom to choose the business model, services, and technology resources that allow them to run their perfect practice.Job Overview:The Vice President, Strategic Account Manager will be responsible for managing Enterprise offices and top producing advisors associated with the Enterprise. The VP will report to the SVP of Enterprise Relationship Management. The focus of the Vice President, Strategic Account Manager will be on managing, growing, and retaining Enterprises and their advisor relationships by using effective consulting and sales strategies with an emphasis on educating their advisors on the value, benefits, and features of LPL’s platform.Responsibilities:The VP will develop a thorough understanding of the enterprise’s value proposition and the advisor’s businesses, in addition to LPL’s strategic initiatives. The VP will be responsible for crafting and aligning effective solutions to assist them in meeting their business goals and objectives. Additionally, the Vice President, Strategic Account Manager will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management, consulting, sales, project management, and business analytics skills to achieve business growth, retention, and yield objectives.The Vice President, Strategic Account Manager must be skilled in engaging in high-level strategic discussions with Enterprise owners, their Advisors, and the internal LPL executive team. Additionally, the candidate must stay current with industry best practices, financial markets, technology products, regulations, competitive pressures, services, workflow, demographics, and systems knowledge to optimize results.What are we looking for?We want
strong collaborators
who can deliver a world-class client experience. We are looking for people who thrive in a
fast-paced environment , are
client-focused ,
team oriented , and can execute in a way that encourages
creativity
and
continuous improvement .Requirements:Bachelor's degree in business, finance, or related field.Minimum of 10 years of experience in financial services, preferably in sales and progressive client service/relationship management role.Extensive knowledge of the client segment, organization, product, industry, and end customer.Ability to travel around 25% of the time.Preferences:Series 7/63/65 (or 66).Strong knowledge of RIA's a plus.Ability to effectively analyze situations, applying solutions to achieve resolution.Ability to identify and balance the needs of multiple stakeholders.Demonstrated knowledge of LPL platform, products, services, and business objectives.Pay Range:
$132,500.00 - $220,900.00. Actual base salary varies based on factors, including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL's Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.Why LPL?At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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strong collaborators
who can deliver a world-class client experience. We are looking for people who thrive in a
fast-paced environment , are
client-focused ,
team oriented , and can execute in a way that encourages
creativity
and
continuous improvement .Requirements:Bachelor's degree in business, finance, or related field.Minimum of 10 years of experience in financial services, preferably in sales and progressive client service/relationship management role.Extensive knowledge of the client segment, organization, product, industry, and end customer.Ability to travel around 25% of the time.Preferences:Series 7/63/65 (or 66).Strong knowledge of RIA's a plus.Ability to effectively analyze situations, applying solutions to achieve resolution.Ability to identify and balance the needs of multiple stakeholders.Demonstrated knowledge of LPL platform, products, services, and business objectives.Pay Range:
$132,500.00 - $220,900.00. Actual base salary varies based on factors, including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL's Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.Why LPL?At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
#J-18808-Ljbffr