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.
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
5 days ago
🌲 North Carolina – Remote
💵 $125.6k - $209.4k / year
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor
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.
Independent Broker/Dealer • Institution Services • RIA • Independent Advisors • Custom Clearing Services
• Serve as a strategic leader managing institutional clients. • Focus on deepening relationships and delivering value through LPL's resources. • Drive sales growth and business retention while navigating complex situations.
• Minimum of 5 years’ experience in financial services, preferably in a sales and/or client service/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 • Strong executive presence with the ability to interact with and influence senior leadership • 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.
• 401K matching • health benefits • employee stock options • paid time off • volunteer time off • competitive total rewards
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