VP, Growth Success Manager

VP, Growth Success Manager

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. If you're ready to take the next step, discover what's possible with LPL Financial.

The VP, Growth Success Manager will serve as a specialist focusing on the retention and growth of Bank and Credit Union advisors in the field. In direct partnership with the Success Manager and the institutions' leadership, the objective of this role will be to facilitate, educate, coach, and train advisors and their staff on the benefits of adopting the breadth of LPL's offering to help them run more efficient practices, acquire new clients, deepen the wallet share of existing accounts and aid in retention of their existing client base through application of a comprehensive wealth management approach.

The VP, GSM is responsible for driving Net New Asset (NNA) growth for our advisors and the institutions they serve. At LPL Financial, our stated mission is "to take care of our advisors so they can take care of their clients". In line with this statement, the GSM is responsible for contributing to a culture and an environment where members of the team are empowered to live our mission statement. The GSM will provide guidance to assist the respective teammates in meeting their specific territory sales goals and is responsible for achieving the stated sales goals for the overall team.

Responsibilities

• Partner directly with the Institution Success Manager (ISM) on aiding in setting up and executing a strategic business plan with respect to all aspects of driving growth at the Institutional level
• Spend 60-70% of the time in the field interacting with clients, averaging 16-20 face-to-face meetings per week
• Increase same store sales across a broad-based territory comprised of designated institution advisors
• Meet all sales goals and firm objectives for the assigned advisors
• Leverage sponsor partners in the field to bring value added education to advisors in the form of small group workshops on topics ranging from practice management, business development, and investment related themes
• Represent the outlook and themes of LPL Research in the field
• Partner with IS Business Development teams to assist in recruiting
• Leverage proven practices to help advisors run a more efficient practice, with coaching from Service and Technology subject matter experts
• Participate in Home Office Visits, both home office based and those exported to the field.

What Are We Looking For?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

Core Competencies

Pay Range : $138,200-$230,400 / year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview : LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial : Where Your Potential Meets Opportunity. At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews : LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.