AVP, Strategic Account Manager
Core
Align resources and resolve complex business issues to drive growth, retention, and client satisfaction for LPL's largest RIA and OSJ relationships.
Role type
Senior IC strategic account manager (internal support)
Builds
Complex issue resolution, contract accommodations, and project management for top-tier financial advisor firms
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
complex problem resolution, Salesforce CRM, project management, contract negotiation, stakeholder management, relationship management
Preferred skills
Series 7/66 licenses, cross-functional collaboration, white glove service delivery
Technologies
Salesforce CRM
Responsibilities
Own and resolve complex business issues (structure, affiliation), maintain Business/Relationship Assessments, manage contract accommodations and service credits, handle VIP client service, manage complex advisor requests (registration, comp, technology), prepare meeting materials for Strategic Account Managers, collaborate across LPL departments
Seniority
Senior, hands-on IC