VP, Success Manager
LPL Financial(6 days ago)
About this role
The Vice President of Relationship Management - Summit at LPL Financial is responsible for managing and growing relationships with large independent financial advisors, ensuring their retention and satisfaction. The role involves strategic partnership, client advocacy, and delivering exceptional service to the firm's most sophisticated clients.
Required Skills
- Relationship Management
- Client Advocacy
- Business Planning
- Negotiation
- Financial Services
- Investment Products
- Strategic Partnership
- Communication
- Problem Solving
- Financial Planning
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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