What are the responsibilities and job description for the Senior Business Consultant position at LPL Financial Holdings, Inc.?
Have a passion for helping people, solving problems, working independently and as part of a dynamic team to achieve team deliverables, programs and projects? How about collaborating with internal partners to create a best-in-class, customized differentiated client experience? Do you thrive working with financial advisors and in a fast-paced environment? Maybe you already have a Series 7 license or have an interest in obtaining?
Firm Overview :
LPL Financial (Nasdaq : LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader
- in the markets we serve, supporting more than 20,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Position Overview and Key Responsibilities :
The Advisor Relations Manager serves LPL Advisors with up to $100 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.
What Makes This Role Exciting?
What are we looking for?
We want strong collaborators who can deliver a world-class client experience with a minimum of 5 years in an advisor facing role. We are looking for confident, servant leaders who thrive in a fast-paced environment , are client-focused, team-oriented , and can execute in a way that encourages creativity and continuous improvement.
Other responsibilities include :
What skills, experiences, and education are required?
Pay Range :
83,200.00 - $138,600.00
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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 @lp lfinancial.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.
Salary : $83,200 - $138,600