AVP, Strategic Account Manager

This is a fully remote position, open to applicants in North Carolina, +1 more state.

📋 Description

• Oversee relationships with LPL's most significant RIA and OSJ partnerships.

• Take ownership of and resolve intricate business challenges, including matters related to business structure and affiliation.

• Collaborate with Strategic Account Managers to finalize and uphold Business/Relationship Assessments for each firm.

• Keep complete and current Salesforce records for all advisors under your coverage.

• Manage the contract accommodations and service-related credits process for Strategic Account Managers.

• Foster strong partnerships with vendor colleagues to promote value-added industry insights.

• Maintain connections with high-impact clients to comprehend key firm stakeholders and facilitate the resolution of complex issues.

• Ensure that VIP clients receive exceptional, white-glove service.

• Address daily tasks to ensure high client satisfaction while keeping Strategic Account Managers updated on potential risks with top clients.

• Meet with Large Enterprise clients to address service concerns and resolutions.

• Prepare documentation and updates for meetings with Strategic Account Managers.

• Oversee contract fulfillment concerning pricing and service accommodations.

• Manage intricate requests from individual advisors related to registration, compensation, service, and technology.

• Provide leadership for the Case Management process focused on Strategic Account Managers and Large Enterprises.

• Work collaboratively across various LPL departments on project management and updates.

• Maintain relationships with leaders throughout the LPL ecosystem.

• Communicate periodic updates to select Large Enterprises.

⛳️ Requirements

• Over 5 years of experience in sales, relationship management, wholesaling, or senior client service positions.

• More than 5 years of experience in the financial services sector.

• Possession of Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses in lieu of Series 66, or the ability to obtain them within 90 days.

• At least 3 years of project management experience, including managing cross-functional initiatives.

• A minimum of 3 years of experience utilizing Salesforce CRM and related tools.

• Excellent oral and written communication skills.

• Capability to manage multiple complex projects at once.

• Strong listening abilities and the capacity to assess and address customer needs in a fast-paced setting.

• A proactive, self-starting approach with a dedication to nurturing and supporting enduring, intricate business relationships.

• Proficiency in navigating challenging discussions and business opportunities with clients.

• Ability to serve as a coach.

• Competence in educating and engaging Large Enterprise leadership with ideas that can enhance and expand their business.

• Bachelor's degree (preferred).

• Experience in a high-speed sales or progressive client service environment (preferred).

• Ability to excel in both structured and unstructured settings (preferred).

• Familiarity with LPL processes and platforms (preferred).

🏝️ Benefits

• 401K matching.

• Health benefits.

• Employee stock options.

• Paid time off.

• Volunteer time off.

• Competitive LPL Total Rewards package.