VP, Strategic Accounts

LPL Financial Holdings, Inc. • $124K — $206K *
Fort Mill, SC 29708In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 7+ years of leadership experience in a collaborative environment across various business functions
  • Proven expertise in navigating complex data environments for business insights
  • Skilled at data extraction, integration, and maintaining data accuracy
  • Advanced knowledge of Microsoft Excel and PowerPoint; intermediate in Word
  • Demonstrated ability to identify opportunities for client experience improvement

Responsibilities

  • Deliver business management and project support to senior executives
  • Develop consulting tools to enhance value for Large Enterprise relationships
  • Collaborate with Business Development to shape growth and recruiting plans
  • Create reporting views for retention strategies of LE relationships
  • Lead special projects impacting Client Success for Large Enterprises
  • Capture client experience opportunities and improve deliverables execution

Benefits

  • 401K matching
  • Comprehensive health benefits
  • Employee stock options
  • Generous paid time off
  • Volunteer time off opportunities
Full Job Description
Job Overview:

Reporting to the VPII of Large Enterprise (LE) Strategic Account Management, the VP will play a critical role managing Large Enterprise relationships as part of our Strategic Accounts Management department within Client Success. Strategic Accounts Manager are responsible for client efficiency, growth, retention and profitability as well as managing the business planning and relationships with LPLs largest RIA and OSJ clients. The VP will collaborate with the VPII to help plan, execute and measure the success of our key LE relationships. This highly visible role will provide the candidate with an exceptionally broad view of LPL's business and serve as critical support for senior management.

Responsibilities:
  • Providing critical business management, project management and insight support to the EVP and SVP of IAS Business Consulting
  • Lead the identification, creation and development of consulting tools and reporting views related to enhancing the value proposition of our LE relationships to underlying LPL advisors
  • Partnering with our Business Development organization and consulting teams in capturing and shaping our LE relationship's new store sales growth plans, recruiting mechanisms and outcomes
  • Lead the identification, creation and development of consulting tools and reporting views related to enhancing the value proposition of our LE relationships to underlying LPL advisors and holding LE's accountable to their value delivery
  • Lead the identification, creation and development of consulting tools and reporting views related to general retention of LE relationships and assisting our LE relationships in the retention of underlying advisors
  • Lead special projects on behalf of Strategic Account Management related to areas that impact our LE relationships
  • Improving client experience related to our LE Relationships by capturing opportunities and working with key departments in LPL who participate in the execution/implementation of deliverables and outcomes


Requirements:
  • 7+ years of leadership experience, strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization
  • 7+ years of experience with the following:
    • Navigating a complex data environment
    • Identifying, extracting, integrating and working with data from multiple systems
    • Using a thorough, detailed approach to ensure the highest level of data accuracy
  • 7+ years of experience utilizing the Microsoft Office product suite: Excel - expert, PowerPoint - expert, Word - intermediate


Core Competencies:
  • A client-centric mind-set and commitment to identifying opportunities to continually improve the client experience, while balancing LPL resource requirements and profitability
  • Action orientation, willingness to take the initiative
  • A commitment to constant self-improvement and a willingness to be coached
  • Grace under pressure and a positive attitude
  • High general business acumen


Preferences:
  • Proven ability to independently plan, organize, prioritize, and execute multiple work streams concurrently in a fast-paced environment to deliver outstanding "CEO ready" results
  • Sharp strategic and analytical thinking skills along with intellectual curiosity
  • Strong communication skills (oral and written)
  • Ability to find creative solutions for project and data challenges


#LPL-PA

Pay Range:
$124,115.00 - $206,824.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

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Finance & Insurance
* Ladders Estimates

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