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We take care of our advisors, so they can take care of their clients.
AVP, Success Manager
Location
California + 1 moreAll locations: California | South Carolina
Posted
158 days ago
Salary
$117.7K - $196.1K / year
Seniority
Lead
Job Description
AVP, Success Manager
LPL Financial
• 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.
Job Requirements
- 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
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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