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LPL Financial · 1 day ago

AVP, Success Manager

Fort Mill/Charlotte

Full-time

Onsite

Mid, Senior Level

$118K/yr - $196K/yr

5+ years exp

LPL Financial is a leading wealth management firm empowering professionals to shape their success. The AVP, Success Manager will play a crucial role in ensuring advisor satisfaction and growth by supporting independent advisors through innovative strategies and collaboration.

FinanceFinancial Services

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

Qualification

Financial ServicesB2B SalesClient ServiceSeries 7 LicenseSalesforce CRMPractice ManagementSmartSheetMicrosoft TeamsMS OfficeCommunication Skills

Required

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