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VP, Success Manager at LPL Financial - ApplyBlast

VP, Success Manager

LPL Financial

7 days ago

3.5 on Glassdoor

Fort Mill, South Carolina, United States

Onsite

Full Time

Executive

0 applicants

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About this role

The Vice President of Institutional Success Management serves as a strategic leader within LPL Financial's client success division, supporting the institutional channel. This role focuses on deepening relationships with key institutional clients, driving sales growth, and ensuring business retention through proactive consultative engagement. The position involves collaborating with internal teams and external stakeholders to deliver exceptional client experiences and optimize results.

Responsibilities

Develop and execute aligned strategies to drive sales growth and business retention
Deepen relationships with institutional clients through proactive consultative approaches
Manage advisor attrition risk and optimize client engagement with LPL tools

Skills

About LPL Financial

lpl.com

Headquarters

San Diego, California, United States

Company Size

5001-10000 employees

Founded

1989

View Profile

A 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.