AVP, Strategic Account Manager

🔥 5 minutes ago

🌲 North Carolina, South Carolina – Remote

🌲 North Carolina – Remote 🌴 South Carolina – Remote

💵 $100.1k - $166.9k / year

⏰ Full Time

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

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

• Manage relationships with LPL's largest RIA and OSJ relationships • Own and resolve complex business issues, including business structure and affiliation matters • Collaborate with Strategic Account Managers to complete and maintain Business/Relationship Assessments by firm • Maintain complete, up-to-date Salesforce records for all covered advisors • Own the contract accommodations and service-related credits process for Strategic Account Managers • Maintain strong relationships with vendor partners to drive value-added industry thought leadership • Maintain relationships with high-impact clients to understand key firm stakeholders and ensure complex issue resolution • Ensure VIP clients receive white-glove service • Handle day-to-day tasks supporting high client satisfaction and keeping Strategic Account Managers informed of potential risks with top clients • Meet with Large Enterprise clients to discuss service and resolutions • Prepare meeting documents and updates for Strategic Account Managers • Manage contract fulfillment for pricing and service accommodations • Project-manage complex requests from individual advisors across registration, compensation, service, and technology • Provide leadership for the Case Management process for Strategic Account Managers and Large Enterprises • Collaborate across multiple LPL departments on project management and updates • Maintain relationships with leaders across the LPL ecosystem • Communicate periodic updates to selected Large Enterprises

🎯 Requirements

• 5+ years of experience in sales, relationship management, wholesaling, or senior client service roles • 5+ years of experience within the financial services industry • Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses in lieu of Series 66, or the ability to obtain within 90 days • 3+ years of project management experience, including managing cross-functional initiatives • 3+ years of experience utilizing Salesforce CRM and related tools • Strong oral and written communication skills • Ability to manage multiple complex projects simultaneously • Strong listening skills and ability to assess and solve customer needs in a fast-paced environment • Proactive, self-starter approach with a passion for cultivating and supporting long-standing, complex business relationships • Ability to navigate challenging conversations and business opportunities with clients • Ability to act as a coach • Ability to educate and engage Large Enterprise leadership with ideas that can expand and improve their business • Bachelor's degree (preferred) • Experience in a fast-paced sales or progressive client service role (preferred) • Ability to thrive in structured and unstructured environments (preferred) • Understanding of LPL processes and platforms (preferred)

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Paid time off • Volunteer time off • Competitive LPL Total Rewards package