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LPL Financial · 22 hours ago

VP, Senior Relationship Manager

United States

Full-time

Remote

Senior Level, Lead/Staff

$121K/yr - $201K/yr

10+ years exp

LPL Financial is among the fastest growing wealth management firms in the U.S. They are seeking a VP, Senior Relationship Manager to support business development and account onboarding processes, ensuring seamless transitions and managing complex relationships with high-profile advisors. The role involves providing fiduciary expertise and fostering strong partnerships with LPL advisors.

FinanceFinancial Services

Responsibilities

Support the Trust Consulting team with fiduciary expertise and relationship management

Business Development Support

Support introductory discussions with beneficiaries, advisors and co-trustees during the prospecting stage

Ensure business development activities accurately represent PTC's fiduciary role and responsibilities

Support warm handoff processes for business PTC must decline to preferred vendors and referral partners, connecting advisors to the right tools, products and solutions

Foster strong partnerships with LPL advisors, balancing their interests with PTC's fiduciary obligations while serving as escalation point for challenging conversations

Effectively manage an ambassador program for LPL advisors that are new to trust, introducing them to PTC's fiduciary obligations and how PTC works with LPL advisors and vice versa

Proactively identify and address contingencies early in the prospecting process

Manage the process of document amendments and trustee changes within legal boundaries

Provide fiduciary guidance to beneficiaries and advisors without crossing into unauthorized practice of law

Coordinate with external legal counsel when necessary to resolve document and appointment issues

May serve as primary relationship manager for a limited book of PTC's most complex accounts

As needed, handle trusts with sophisticated structures, challenging beneficiary dynamics, or unique asset compositions with support from trust administrators and specialists

Provide high-touch service to valuable and high-profile advisor relationships requiring exceptional attention

Act as a bridge between technical trust administration and advisor and beneficiary facing communication

Deliver a white glove relationship management experience

Drive increased advisor engagement and satisfaction

Qualification

Fiduciary expertiseEstate planning experienceWealth management experienceTrust administration knowledgeExecutive presenceHigh-net-worth client experienceAnalytical skillsRelationship managementFlexibility

Required

Bachelor's degree in Finance, Business, Economics or related field; J.D. preferred

Minimum of 10 years' experience in estate planning and wealth management, including combination of advisory, consulting and client service/relationship management

Fiduciary and legal expertise in trust administration, including trust documents, court processes and fiduciary law and regulation

Background in trust banking with knowledge of operational requirements and limitations

Experience working with high-net-worth individuals and financial advisors

Executive presence with the ability to interact with and influence key senior stakeholders

Effectively analyze situations, and apply solutions to achieve resolution

Flexible and adaptive