VP, Senior Relationship Manager
LPL Financial(1 month ago)
About this role
A VP, Senior Relationship Manager at The Private Trust Company acts as a fiduciary relationship expert overseeing relationship management and business development processes. This role involves managing a limited book of sophisticated accounts and working closely with top-tier independent advisors to ensure smooth transitions and appropriate stakeholder solutions.
Required Skills
- Relationship Management
- Business Development
- Fiduciary Expertise
- Trust Administration
Qualifications
- Bachelor's Degree in Finance
- J.D. Preferred
- 10+ Years in Estate Planning
- Fiduciary Law Expertise
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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