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LPL Financial

VP Product Manufacturer Relationship Management

LPL Financial, San Diego, California, United States, 92189


Job DescriptionAre 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 the belief that Americans deserve access to personalized guidance from a financial advisor.Job Overview:The Vice President (VP) of Institutional Relationship Management serves as a strategic leader, dedicated to an institutional client that has both product manufacturing divisions and financial professionals or financial advisors. This role sits within LPL’s client success division supporting the institutional channel. The VP will be responsible for the overall leadership of a product manufacturer institutional client, a national relationship where the VP provides a proactive consultative approach and is responsible for their client portfolio.Responsibilities:Identify opportunities and create programs to increase client satisfaction, retention, and sales growth.Successfully navigate and manage high-profile and complex situations.Develop a team culture to retain, develop, and grow engaged employees.Creating department goals, evaluating team’s results to ensure that departmental and organizational objectives are met.Examine trends, develop insights, and create solutions to better support Advisors.Manage attrition risk of advisors proactively in partnership with the institution.Develop and execute business plan initiatives.Partner with conference services to deliver exceptional education, training, and conference events.Requirements:Minimum of 10 years’ experience in financial services, preferably in a sales and/or client service/relationship management capacity.Series 7 and 63 required, additional licenses or designations a plus.Prior experience managing relationships in the institutional space or business-to-business space.Strong executive presence with the ability to interact with and influence senior leadership.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.Ability to travel up to 25% of the time.Pay Range:

$138,200.00 - $230,400.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.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.

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