AVP, Success Manager

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As a key member of our Client Success team, you will play a pivotal role in ensuring advisor satisfaction, retention, and growth. Through a blend of innovative strategies, targeted metrics, and collaborative execution, you will support a territory of independent advisors while serving as a trusted consultant, connector, and loyalty strategist.

Responsibilities:

• Develop an in-depth understanding of each advisor, their business objectives, and their impact within the broader organization.

• Drive advisor satisfaction, revenue, asset growth, and profitability by proactively introducing LPL Financial’s services and solutions.

• Design and execute business strategies in conjunction with LPL conference engagements throughout the year.

• Act as a strategic liaison, supporting internal partners and programs through targeted connections and referrals.

• Host advisors at our headquarters, deepening relationships and enhancing strategic alignment.

• Engage regularly with executive leadership and management to advocate for advisor needs and promote organizational understanding.

• Participate in internal committees and project teams, providing advisor perspectives to inform content, timing, and delivery strategies.

• Navigate change and competing priorities with agility, driving informed decisions across multiple functions.

• Stay abreast of industry trends, products, platforms, and resources to identify new opportunities for advisors.

• Model exemplary engagement and peer leadership within the Client Success team.

• Lead comprehensive annual Business Assessments and detailed advisor reviews.

• Document advisor activities and opportunities in Salesforce CRM with accuracy and timeliness.

• Develop and implement response plans to sustain or improve advisor satisfaction and manage attrition risk.

• Master all facets of successful practice management, including systems, technology, marketing, sales, product expertise, regulatory training, and operational excellence.

• Plan and execute travel rotations to maximize advisor engagement and support.

What are we looking for?

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:

• Bachelor’s degree in Business, Finance, Economics, or a related field (preferred)

• 5+ years’ experience in Financial Services, ideally within B2B sales, client service, relationship management, or practice consulting roles

• 5+ years of experience with in-depth knowledge of industry competitors, platforms, services, systems, and products, consistently leveraging this expertise to drive strategic decision-making and competitive positioning.

• Active Series 7 license required; Series 66 license required within 120 days of hire

• Willingness and ability to travel as required

Preferences:

• Exceptional written and verbal communication skills, with proven effectiveness in advisor and executive interactions

• Demonstrated proficiency with Salesforce CRM, SmartSheet, Microsoft Teams, and standard MS Office applications

#LPL-PA

Pay Range:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

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.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• 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!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• 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!

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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