Senior Trustee Consultant

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:

The Senior Trustee Consultant will be an integral member of the Business Development team within LPL’s wholly owned subsidiary The Private Trust Company. Through our delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities.

We are looking for an experienced and engaging trust professional who is passionate about helping LPL Advisors provide trustee services to their clients.  This role is responsible for delivering exceptional customer service while supporting LPL Advisor inquiries and advancing new potential business through our acceptance process and into onboarding. This role will be a key contributor to LPL advisor satisfaction and PTC's ability to generate repeat business. 

Responsibilities

• Trustee Services Expert – Exhibits thorough knowledge of both trust administration and settlement services.  Capable of reviewing all governing documents and asset statements associated with new business opportunities and preparing them for legal review.  Post legal review, present new business cases to the acceptance working group.
• New business liaison between PTC and LPL Advisors:  Responsible for providing exemplary communication to LPL Advisors in support of general inquiries and through all steps of the new business acceptance process.
• Pipeline Manager:  Superior organizational and follow up skills to ensure the new business opportunity pipeline is managed both efficiently and diligently.
• PTC Brand Ambassador:  Represent PTC in business development efforts with internal partners at LPL and with LPL Advisors.
• Participating in LPL advisor and client meetings as needed
• Preparation of special reports, spreadsheets and correspondence, as needed

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
• 5+ years of professional work experience
• Trustee services experience with a trust company or in the investment industry
• Experience working with high net worth (HNW) clients

Core Competencies:

• Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment

Preferences:

• CTFA, CFP or ChFC

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 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.

EAC 5.19.26