Senior Success Manager

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 Sr Success Manager serves LPL Advisors with up to $150 Million in AUM, providing relationship management support between their business and LPL. The Teams’ primary objectives include driving industry leading client satisfaction by making LPL feel small and personalized (NPS), driving a sense of community and loyalty to LPL (Retention), and recommending growth initiatives that help Advisors deliver results for their clients (Same Store Sales). 

The role will drive and consult with Advisors through proactive engagements, reactive calls web-based appointment scheduling and email; while managing targeted consulting engagements for new Advisor on-boarding; conducting digital business health assessments/business planning; and directing Advisor(s) to embrace the capabilities LPL has to offer to help grow their business. This includes developing an in-depth knowledge of LPL products and services and their benefits to drive opportunity lead generation. The role will also require participation in various projects that align to our department and team objectives.

Responsibilities:

• Advocacy & Complex Problem Solving: Our clients run complex businesses and have a wide variety of situations that need a partner. We are available to advocate, guide, escalate to and get things done across the firm. When you need a partner, we are that person. We won’t give up until our clients are satisfied.

• Uncover Referral Opportunities Across the Firm: Helping advisors navigate LPL is what we do. We seek to understand our client’s business priorities and create the right connections across the firm for subject matter expert assistance. Our clients don’t need to know where to go, or who to speak to, that’s us! We’ll find the right team, if we are not that person already.

• Connection: Being big should be empowering, it should mean more connections, wide reach of support and access to industry best practices. We make big feel small by creating connections across LPL with both peers and LPL corporate colleagues through study groups and virtual events. Our clients always have a connection at LPL and our role is to help broaden their network.

• Industry Trends and Updates: There is so much to be on top of. We are here to ensure clients don’t miss the big things. The items that matter most to them. We keep them informed and know that running a business means our proactive outreach is valued so they don’t have to worry about missing something essential.

• Conference & Event Support: LPL offers a wide array of ways to connect, learn and stay informed through an expansive conferences and events schedule. We offer support to design the right experience for advisor’s businesses to connect them to the right education & information strategy. We also customize more focused, small events that bring like-minded advisor roles and individuals together throughout the year.

• Earning Client Loyalty: Our role is to ensure LPL earns client loyalty day after day and that we build a stronger tomorrow through seeking, embracing and acting on feedback in order to ensure it gets to the right team for the right action every time.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree required; major in Finance, Accounting, Economics, or Business Administration preferred

• 5+ years of experience in the financial services industry within an advisor‑facing, account management, consultative sales, or service role

• Ability to travel as needed (approximately 1–2 trips per year)

• Active Series 7 license or ability to obtain within 120 days of hire

Core Competencies:

• Must have a strong understanding of the current competitive landscape and industry

• Ability to build collaborative relationships and trust through active listening, keeping commitments, exceeding expectations and driving outcomes 

• Excellent time management, strong organizational skills, ability to prioritize multiple tasks

• Strong verbal, presentation and written communication skills to articulate LPL’s value, products, and services

• Proven problem solver, able to anticipate potential problems and confidently present recommended solutions

• Ability to act as a coach, to educate, influence and engage advisors with ideas that can expand and improve their business

Preferences:

• Project Management/working group experience for tracking advisor feedback/issues, conference/event support and team projects

• Proficiency with Contact Management Systems, specifically Salesforce and standard MS Office Applications (Excel, Word, Power Point)

#LPL-PA

 

Pay Range:

$84,357.00 - $140,595.00
 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!
 

Company 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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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