LPL Financial
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
VP, Success Manager
Job not on LinkedIn
2 hours ago
🌵 Arizona – Remote
🏄 California – Remote
+1 more states
💵 $153.1k - $255.1k / year
⏰ Full Time
🟠 Senior
🏆 Customer Success
🦅 H1B Visa Sponsor
LPL Financial
Finance • Fintech
LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.
📋 Description
• Set the strategic direction for the division, including growth targets and sales plans; achieve or exceed goals through disciplined execution. • Drive outsized growth, retention, and advisor satisfaction by fostering a high-performance culture. • Build meaningful relationships with advisors and identify and implement programs to increase advisor satisfaction, retention, and sales growth. • Lead and develop a team of success managers; create a culture of engagement, empowerment, and accountability. • Manage complex situations and escalations with professionalism and strategic foresight.
🎯 Requirements
• 8+ years of experience in financial services or wealth management, with both branch and home office leadership experience preferred. • 8+ years of experience handling advisor growth, retention, and recruiting. • FINRA Series 7/66 (or equivalent) • 5+ years of people leadership experience, including recruiting, developing, coaching, and motivating teams. • Ability to travel up to 25% of the time.
🏖️ Benefits
• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off
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