VP Product Manufacturer Relationship Management

Job Description 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? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! 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 VP role sits within LPL’s client success division supporting the institutional channel. The client success organization was formed at LPL to provide an integrated and consistent experience across primary touchpoints with LPL and to help institutions run thriving businesses. This role will be focused on deepening relationships and delivering added value by increasing the engagement with the full breadth of tools and resources LPL provides. The PMRM 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. Institutional client profiles typically have over 2000 advisors with multiple branches across the US. 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 RM 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 talent management and development, 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: 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 Create department goals, evaluating team’s results to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization Examine trends, develop insights, and create solutions in order 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 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 Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions) Demonstrated knowledge of the financial service industry (LPL platforms), products, and services. Strong people management experience 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. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer! 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. We are

one team on one mission.

We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. 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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