AVP, Strategic Account Manager
At a glance
Mid-level Account Management role at LPL Financial. 2 Locations · full-time · $100,116–$166,860 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Resolve complex business matters involving structure, affiliation, pricing, registration, compensation, service, and technology
- Keep Salesforce profiles current while tracking covered advisors, key firm contacts, risks, and relationship details
- Coordinate contract accommodations, service credits, fulfillment, and case resolution for strategic accounts
- Prepare SAM meetings and updates, then coordinate across LPL departments and enterprise leaders
- Guide complex case management while maintaining client, vendor, and internal leadership relationships
What you bring
- At least five years in sales, relationship management, wholesaling, or senior client service work
- At least five years working in financial services, plus project management across cross-functional initiatives
- Series 7 and Series 66, or Series 63 and Series 65, or the ability to secure them within 90 days
- At least three years using Salesforce CRM and related tools
Who this fits
You’ll suit a senior client-facing operator who can juggle complex projects, handle difficult conversations, and build durable relationships with large enterprise clients. The work calls for strong communication, listening, initiative, coaching, and comfort moving between structured and unstructured situations. A bachelor’s degree is preferred, and the position is full-time in the United States.
From the employer
Where Ambition Meets Innovation
Build 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 firm
- Maintain complete, up-to-date SalesForce records for all covered advisors
- Own the contract accommodations and service-related credits process for the SAM
- Maintain strong relationships with vendor partners to drive value added industry thought leadership
- Maintain relationships with high impact clients to understand key players in the firms and ensure complex issue resolution is completed
- Ensure VIP clients are receiving white glove service
- Handling of day-to-day tasks required for high client satisfaction and to ensure SAMs are informed of any potential risk with top clients
- Meetings with Large Enterprise clients to discuss service and resolutions
- Meeting preparation documents and updates for SAM
- Contract fulfillment for pricing and service accommodations
- Project 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 manner
- Collaboration across multiple LPL departments for project management and updates; maintaining relationships with leaders across the ecosystem
- Communications to select Large Enterprises for periodic updates
Requirements:
- 5+ years of experience in sales, relationship management, wholesaling, or senior client service roles
- 5+ years of experience within the financial services industry
- Series 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 days
- 3+ years of project management experience, including managing cross-functional initiatives
- 3+ years of experience utilizing Salesforce CRM and related tools
Core Competencies:
- Strong oral and written communication skills, ability to manage multiple complex projects simultaneously
- Strong listening skills who can be assess and solve the needs of the customer in a fast paced environment
- Proactive, self-starter with a passion for cultivating and support long-standing, complex business relationships
- Ability to navigate with ease between challenging conversations and business opportunities with clients
- Ability to act as a coach
- Educate and engage Large Enterprise leadership with ideas that can expand and improve their business
Preferences:
- Bachelor's degree
- Experience in a high paced experience in a sales or progressive client service role
- Ability to thrive in structured and unstructured environments
- Understanding of LPL processes and platforms
Pay Range:
$100,116.00 - $166,860.00Company 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 www.lpl.com.
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.
For further information about LPL, please visit www.lpl.com.
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 (855) 575-6947.
EAC 5.19.26
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