AVP, Strategic Account Manager

LPL Financial

. Manage relationships with LPL's largest RIA and OSJ relationships .

Posted 9/22/2026full-timeRemote • United StatesLead💰 $100,116 - $166,860 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and project management within the financial services industry, with a strong focus on client satisfaction and complex issue resolution. Proficient in utilizing Salesforce CRM to maintain accurate records and support strategic account management.

Highest-signal resume keywords

Salesforce CRM ExperienceProject ManagementRelationship ManagementSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementSalesforce CRMClient ServiceBusiness Issue ResolutionContract ManagementBusiness Relationship ManagementComplex Problem SolvingData AnalysisStrategic PlanningCross-Functional Collaboration

Soft Skills

Strong Communication SkillsListening SkillsProactive ApproachCoaching AbilityAdaptability

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Financial ServicesRIAOSJClient SatisfactionVendor ManagementBusiness StructureHigh-Impact ClientsLarge EnterprisesThought LeadershipLPL Processes

About the role

Key responsibilities & impact

Manage relationships with LPL's largest RIA and OSJ relationships
Own and resolve complex business issues, including business structure and affiliation matters
Collaborate with Strategic Account Managers to complete and maintain Business/Relationship Assessments by firm
Maintain complete, up-to-date Salesforce records for all covered advisors
Own the contract accommodations and service-related credits process for Strategic Account Managers
Maintain strong relationships with vendor partners to drive value-added industry thought leadership
Maintain relationships with high-impact clients to understand key firm stakeholders and ensure complex issue resolution
Ensure VIP clients receive white-glove service
Handle day-to-day tasks supporting high client satisfaction and keeping Strategic Account Managers informed of potential risks with top clients
Meet with Large Enterprise clients to discuss service and resolutions
Prepare meeting documents and updates for Strategic Account Managers
Manage contract fulfillment for pricing and service accommodations
Project-manage complex requests from individual advisors across registration, compensation, service, and technology
Provide leadership for the Case Management process for Strategic Account Managers and Large Enterprises
Collaborate across multiple LPL departments on project management and updates
Maintain relationships with leaders across the LPL ecosystem
Communicate periodic updates to selected Large Enterprises

Requirements

What you’ll need

5+ years of experience in sales, relationship management, wholesaling, or senior client service roles
5+ years of experience within the financial services industry
Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses in lieu of Series 66, or the ability to obtain within 90 days
3+ years of project management experience, including managing cross-functional initiatives
3+ years of experience utilizing Salesforce CRM and related tools
Strong oral and written communication skills
Ability to manage multiple complex projects simultaneously
Strong listening skills and ability to assess and solve customer needs in a fast-paced environment
Proactive, self-starter approach with a passion for cultivating and supporting long-standing, complex business relationships
Ability to navigate challenging conversations and business opportunities with clients
Ability to act as a coach
Ability to educate and engage Large Enterprise leadership with ideas that can expand and improve their business
Bachelor's degree (preferred)
Experience in a fast-paced sales or progressive client service role (preferred)
Ability to thrive in structured and unstructured environments (preferred)
Understanding of LPL processes and platforms (preferred)

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package