VP, Institution Success Manager

Job not on LinkedIn

November 25

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

+1 more states

🌵 Arizona – Remote ⛰️ Colorado – Remote 🌶️ New Mexico – Remote

💵 $125.6k - $209.4k / year

⏰ Full Time

🔴 Lead

🏆 Customer Success

🦅 H1B Visa Sponsor

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LPL Financial

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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.

5001 - 10000 employees

Founded LPL Financial

💸 Finance

💳 Fintech

📋 Description

• 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 5 years’ experience in financial institutions (i.e. banks and/or credit unions), preferably in a sales, client service, or relationship management capacity • 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 • 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 • Ability to travel up to 25% of the time

🏖️ Benefits

• 401K matching • health benefits • employee stock options • paid time off • volunteer time off