VP, Success Manager

LPL Financial

. Serve as a strategic leader dedicated to an institutional client with product manufacturing divisions and financial professionals or advisors .

Posted 10/21/2026full-timeUnited StatesLead💰 $129,368 - $215,682 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive knowledge of the financial services industry, particularly in managing institutional client relationships and driving sales growth. Proven ability to analyze complex situations, develop strategic initiatives, and engage effectively with senior leadership.

Highest-signal resume keywords

5+ Years Experience In Financial ServicesInstitutional Client Relationship ManagementHigh-Level Strategic DiscussionsSales Growth Strategy DevelopmentExecutive Presence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementSales Strategy DevelopmentBusiness Plan ExecutionData AnalysisSolution Development

Soft Skills

Proactive Consultative ApproachStakeholder Needs BalancingEffective CommunicationProblem SolvingInfluencing Senior Leadership

Tools & Technologies

LPL Platforms

Industry Keywords

Financial ServicesInstitutional ClientBusiness-To-BusinessClient SatisfactionAdvisor Attrition Risk Management

About the role

Key responsibilities & impact

Serve as a strategic leader dedicated to an institutional client with product manufacturing divisions and financial professionals or advisors
Support LPL’s institutional channel within the client success division
Deepen institutional client relationships and increase engagement with LPL tools and resources
Provide a proactive consultative approach to key institution clients
Develop, support, and execute aligned strategies between firms to drive sales growth and business retention
Build meaningful client and internal relationships and drive smarter, simpler, and efficient solutions
Ideate and execute initiatives within the Institutional Success Management department
Engage in high-level strategic discussions with advisors, regional directors, institution executives, and LPL home office executives
Identify opportunities and create solutions to increase client satisfaction, retention, and sales growth
Navigate and manage high-profile and complex situations
Examine trends, develop insights, and create solutions to better support advisors
Proactively manage advisor attrition risk in partnership with the institution
Develop and execute business plan initiatives
Partner with conference services to deliver education, training, and conference events

Requirements

What you’ll need

5+ years’ experience in financial services, preferably in a sales and/or client service/relationship management capacity
5+ years’ experience managing relationships in the institutional space or business-to-business space
Ability to travel up to 25% of the time
Bachelor’s degree in related field or equivalent experience
Ability to effectively analyze situations and apply solutions to achieve resolution
Ability to identify and balance the needs of multiple stakeholders
High-level strategist experience coupled with the ability to implement methods that drive sales
Strong executive presence with the ability to interact with and influence senior leadership
Extensive knowledge of the client segment, organization, product, industry, and end customer (financial institutions)
Demonstrated knowledge of the financial service industry (LPL platforms), products, and services

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package
Competitive total rewards designed to support success at work, at home, and at play