VP, Success Manager
Core
Strategic leader dedicated to institutional clients (firms with ~50 advisors) to deepen relationships, drive sales growth, and ensure business retention through consultative engagement.
Role type
VP, Institutional Success Manager
Builds
Integrated client experience and thriving business operations for financial institutions
Domain
Financial Services / Wealth Management
Required skills
Strategic foresight, operational excellence, problem solving, decision making, strategic agility, high-level stakeholder engagement, attrition risk management, business plan execution
Preferred skills
High-level strategist experience, executive presence, extensive knowledge of financial institutions and LPL platforms
Responsibilities
Identify opportunities to increase client satisfaction and sales growth, manage complex situations, develop insights to support advisors, manage advisor attrition risk, execute business plan initiatives, partner on education and training events
Seniority
VP, strategic leadership