VP, Institution Success Manager
LPL Financial
About this role
The Vice President of Institutional Success Management at LPL Financial is a strategic leader responsible for deepening relationships, driving sales growth, and supporting credit union clients through a consultative approach. The role involves developing strategies, managing relationships with key stakeholders, and executing initiatives to enhance client satisfaction and retention.
Skills
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$129k – $216k
per year