AVP, Strategic Account Manager

Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The Strategic Accounts team is responsible for managing the relationships with LPLs largest RIA and OSJ relationships, with over 55 firms, 7500 advisors and $500B in AUM. These are amongst the most important and complex relationships within the LPL ecosystem.The Internal Strategic Account Manager works alongside the Strategic Account Management (SAM) team to assist with pivotal relationships within LPL. The primary mission of the Internal Strategic Account Manager is to align the right resources at the right time to help drive results in growth, retention and client satisfaction through complex problem resolution, often working directly with advisors and the enterprise home office.Responsibilities:Own and resolve complex business issues (ie business structure, affiliation, etc.)Collaborate with Strategic Account manager to complete and maintain Business/Relationship Assessments by firmMaintain complete, up-to-date SalesForce records for all covered advisorsOwn the contract accommodations and service-related credits process for the SAMMaintain strong relationships with vendor partners to drive value added industry thought leadershipMaintain relationships with high impact clients to understand key players in the firms and ensure complex issue resolution is completedEnsure VIP clients are receiving white glove serviceHandling of day-to-day tasks required for high client satisfaction and to ensure SAMs are informed of any potential risk with top clientsMeetings with Large Enterprise clients to discuss service and resolutionsMeeting preparation documents and updates for SAMContract fulfillment for pricing and service accommodationsProject management for complex requests from individual advisors (registration, comp, service, technology, etc.) Provide leadership for Case Management process for SAMs and LEs, making sure that complex requests are getting resolved in a timely mannerCollaboration across multiple LPL departments for project management and updates; maintaining relationships with leaders across the ecosystemCommunications to select Large Enterprises for periodic updatesRequirements:5+ years of experience in sales, relationship management, wholesaling, or senior client service roles5+ years of experience within the financial services industrySeries 7 and Series 66 licenses (or the Series 63 and Series 65 licenses in lieu of the Series 66) or the ability to obtain within 90 days3+ years of project management experience, including managing cross-functional initiatives3+ years of experience utilizing Salesforce CRM and related toolsCore Competencies:Strong oral and written communication skills, ability to manage multiple complex projects simultaneouslyStrong listening skills who can be assess and solve the needs of the customer in a fast paced environmentProactive, self-starter with a passion for cultivating and support long-standing, complex business relationshipsAbility to navigate with ease between challenging conversations and business opportunities with clientsAbility to act as a coachEducate and engage Large Enterprise leadership with ideas that can expand and improve their businessPreferences:Bachelor's degreeExperience in a high paced experience in a sales or progressive client service roleAbility to thrive in structured and unstructured environmentsUnderstanding of LPL processes and platformsPay Range: $100,116.00 - $166,860.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!Company Overview:LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.For further information about LPL, please visit .Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at View phone number on click.appcast.io.EAC 5.19.26SummaryLocation: Fort Mill/Charlotte; Remote USAType: Full time