LPL Financial
Client Success Team Member
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. You will play a pivotal role in ensuring advisor satisfaction, retention, and growth. Through a blend of innovative strategies, targeted metrics, and collaborative execution, you will support a territory of 120150 independent advisorsrepresenting between $8B and $12B in assetswhile serving as a trusted consultant, connector, and loyalty strategist. Responsibilities: Develop an in-depth understanding of each advisor, their business objectives, and their impact within the broader organization. Drive advisor satisfaction, revenue, asset growth, and profitability by proactively introducing LPL Financial's services and solutions. Design and execute business strategies in conjunction with LPL conference engagements throughout the year. Act as a strategic liaison, supporting internal partners and programs through targeted connections and referrals. Host advisors at our headquarters, deepening relationships and enhancing strategic alignment. Engage regularly with executive leadership and management to advocate for advisor needs and promote organizational understanding. Participate in internal committees and project teams, providing advisor perspectives to inform content, timing, and delivery strategies. Navigate change and competing priorities with agility, driving informed decisions across multiple functions. Stay abreast of industry trends, products, platforms, and resources to identify new opportunities for advisors. Model exemplary engagement and peer leadership within the Client Success team. Lead comprehensive annual Business Assessments and detailed advisor reviews. Document advisor activities and opportunities in Salesforce CRM with accuracy and timeliness. Develop and implement response plans to sustain or improve advisor satisfaction and manage attrition risk. Master all facets of successful practice management, including systems, technology, marketing, sales, product expertise, regulatory training, and operational excellence. Plan and execute travel rotations to maximize advisor engagement and support. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's degree in Business, Finance, Economics, or a related field (preferred) 10+ years' experience in Financial Services, ideally within B2B sales, client service, relationship management, or practice consulting roles 10+ years of experience with in-depth knowledge of industry competitors, platforms, services, systems, and products, consistently leveraging this expertise to drive strategic decision-making and competitive positioning. Active Series 7 license required; Series 66 license required within 120 days of hire Willingness and ability to travel as required Preferences: Exceptional written and verbal communication skills, with proven effectiveness in advisor and executive interactions Demonstrated proficiency with Salesforce CRM, SmartSheet, Microsoft Teams, and standard MS Office applications Pay Range: $138,200-$230,400/year. Actual 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! LPL Financial Holdings Inc. was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. You will play a pivotal role in ensuring advisor satisfaction, retention, and growth. Through a blend of innovative strategies, targeted metrics, and collaborative execution, you will support a territory of 120150 independent advisorsrepresenting between $8B and $12B in assetswhile serving as a trusted consultant, connector, and loyalty strategist. Responsibilities: Develop an in-depth understanding of each advisor, their business objectives, and their impact within the broader organization. Drive advisor satisfaction, revenue, asset growth, and profitability by proactively introducing LPL Financial's services and solutions. Design and execute business strategies in conjunction with LPL conference engagements throughout the year. Act as a strategic liaison, supporting internal partners and programs through targeted connections and referrals. Host advisors at our headquarters, deepening relationships and enhancing strategic alignment. Engage regularly with executive leadership and management to advocate for advisor needs and promote organizational understanding. Participate in internal committees and project teams, providing advisor perspectives to inform content, timing, and delivery strategies. Navigate change and competing priorities with agility, driving informed decisions across multiple functions. Stay abreast of industry trends, products, platforms, and resources to identify new opportunities for advisors. Model exemplary engagement and peer leadership within the Client Success team. Lead comprehensive annual Business Assessments and detailed advisor reviews. Document advisor activities and opportunities in Salesforce CRM with accuracy and timeliness. Develop and implement response plans to sustain or improve advisor satisfaction and manage attrition risk. Master all facets of successful practice management, including systems, technology, marketing, sales, product expertise, regulatory training, and operational excellence. Plan and execute travel rotations to maximize advisor engagement and support. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: Bachelor's degree in Business, Finance, Economics, or a related field (preferred) 10+ years' experience in Financial Services, ideally within B2B sales, client service, relationship management, or practice consulting roles 10+ years of experience with in-depth knowledge of industry competitors, platforms, services, systems, and products, consistently leveraging this expertise to drive strategic decision-making and competitive positioning. Active Series 7 license required; Series 66 license required within 120 days of hire Willingness and ability to travel as required Preferences: Exceptional written and verbal communication skills, with proven effectiveness in advisor and executive interactions Demonstrated proficiency with Salesforce CRM, SmartSheet, Microsoft Teams, and standard MS Office applications Pay Range: $138,200-$230,400/year. Actual 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! LPL Financial Holdings Inc. was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.