<p>Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? 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!</p> <p>Job Overview:</p> <p>We are currently looking to hire Vice President, Relationship Manager within our Institution Services (IS) Relationship Management Department.</p> <p>The IS Relationship Management team is responsible for Financial Institution satisfaction, growth, and retention. This role will be responsible for managing a territory of LPL Financial Institutions comprised of both bank and credit union relationships with an emphasis on managing, growing, and retaining client relationships by using proven sales strategies and tactics with an emphasis on consulting related to the value, benefits, and features of LPL's platform. Client interactions on a day-to-day basis include relationship management at the executive level, Program Manager, and Financial Consultant level.</p> <p>By developing a thorough understanding of the financial institution's businesses, the Relationship Manager will be responsible for crafting effective solutions to assist them in meeting their business goals and objectives. Additionally, this role will act as the primary point of contact between his/her institutions and LPL Financial. This role will combine relationship management skills, sales skills, project management skills, and business analytics to fully understand and achieve business growth, retention, and satisfaction objectives.</p> <p>Responsibilities:</p> <ul> <li> <p>It is imperative that this role develops a full understanding of the institution, their business objectives, and impact on the organization</p> </li><li> <p>Consultative phone conversations, home office, and field visits to Financial Advisors, Program Managers, and executives at LPL financial institutions clients; the goal of each conversation/visit is to deepen the LPL relationship with the financial institution by providing consultative advice focused on empowering the financial institution to reach its full potential regarding investment and insurance services</p> </li><li> <p>Coordinate LPL's support and operational services to advance financial institutions toward reaching their goals and conducting their business in a manner consistent with firm policies, procedures, and processes</p> </li><li> <p>Represent IS Relationship Management in several venues and forums throughout the year</p> </li><li> <p>Participate in various committees providing thoughtful insight on the business rationale of their contributions</p> </li><li> <p>Responsible for creating and presenting business sessions during conferences and for the use of other Relationship Managers</p> </li><li> <p>Lead by example in the face of changing priorities</p> </li><li> <p>Create and implement a successful framework for managing potential change</p> </li><li> <p>Present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in order to drive informed decision making</p> </li><li> <p>Engage in high-level strategic discussions with both advisors and the executive team</p> </li><li> <p>Partner with internal and external customers on needs assessment</p> </li><li> <p>Integrate and direct people, practices, and processes (often across multiple functions and business un</p> </li><li> <p>Articulate LPL and industry best practices to help the institution, Program Manager, Financial Consultant, and staff understand how to improve through actionable activities and execution</p> </li><li> <p>Participation in project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies</p> </li></ul> <p>What are we looking for?</p> <p>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 are able to execute in a way that encourages creativity and continuous improvement.</p> <p>Requirements:</p> <ul> <li> <p>High School Diploma/GED minimally required; Bachelor's degree in Business, Finance, Economics, or related field preferred; MBA highly preferred</p> </li><li> <p>Minimum of 10 years' experience in Financial Services, preferably in a B2B sales or progressive client service/relationship management role</p> </li><li> <p>Ability to travel up to 50%</p> </li><li> <p>Extensive knowledge of the client segment, organization, product, industry, and end customer</p> </li><li> <p>Budget and expense management of territory</p> </li><li> <p>Experience with Contact Management Systems, specifically Salesforce.com and standard MS Office Applications (Excel, Word, PowerPoint)</p> </li></ul> <p>Core Competencies:</p> <ul> <li> <p>Ability to effectively analyze situations, applying solutions to achieve resolution</p> </li><li> <p>Ability to identify and balance the needs of multiple stakeholders</p> </li><li> <p>Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability</p> </li><li> <p>Able to translate high-level business directives into operational procedures</p> </li></ul> <p>Preferences:</p> <ul> <li> <p>Preferred: Series 6/7, 63/65/66, 24 and/or CFP</p> </li><li> <p>Demonstrated knowledge of LPL platform, products and services</p> </li></ul> <p>#LI-PA</p> <p>Pay Range:</p> <p>$138,200-$230,400/year</p> <p>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!</p> <p>Company Overview:</p> <p>LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.</p> <p>At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.</p> <p>Join LPL Financial: Where Your Potential Meets Opportunity</p> <p>At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.</p> <p>Why LPL?</p> <ul> <li> <p>Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</p> </li><li> <p>Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</p> </li><li> <p>Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</p> </li><li> <p>Impactful Work: Our size is just right for you to make a real impact. Learn more here!</p> </li><li> <p>Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!</p> </li><li> <p>Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!</p> </li><li> <p>Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!</p> </li></ul> <p>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.</p> <p>Information on Interviews:</p> <p>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.</p> <p>EAC1.22.25</p>