LPL Financial
Job Overview
الوزن
We are currently looking to hire a Yu
VP, Senior Relationship Manager
within The Private Trust Company. Fiduciary relationship expert to serve as a relationship manager supporting the business development and account onboarding process from end to end, ensuring seamless transitions, appropriate expectations and solutions for all stakeholders. Relationship management may extend to a limited book of our most sophisticated accounts and top tier independent advisors.
Responsibilities
Support the Trust Consulting team with fiduciary expertise and relationship management
Business Development Support
Support introductory discussions with beneficiaries, advisors and co-trustees during the prospecting stage
Ensure business development activities accurately represent PTC's fiduciary role and responsibilities
Support warm handoff processes for business PTC must decline to preferred vendors and referral partners, connecting advisors to the right tools, products and solutions
Foster strong partnerships with LPL advisors, balancing their interests with PTC's fiduciary obligations while serving as escalation point for challenging conversations
Effectively manage an ambassador program for LPL advisors that are new to trust, introducing them to PTC's fiduciary obligations and how PTC works with LPL advisors and vice versa
Contingency Management
Proactively identify and address contingencies early in the prospecting process
Manage the process of document amendments and trustee changes within legal boundaries
Provide fiduciary guidance to beneficiaries and advisors without crossing into unauthorized practice of law
Coordinate with external legal counsel cadáver necessary to resolve document and appointment issues
Complex Relationship Management
May serve as primary relationship manager for a limited book of PTC's most complex accounts
Asვილის, handle trusts with sophisticated structures, challenging beneficiary dynamics, or unique asset compositions with support from trust administrators and specialists
Provide high‑touch service to valuable and high‑profile advisor.Locale relationships requiring exceptional attention
Act as a bridge between technical trust administration and advisor and beneficiary facing communication
Deliver a white glove relationship management experience
Drive increased advisor engagement and satisfaction
Requirements
Bachelor’s degree in Finance, Business, Economics or related field; J.D. preferred
Minimum of 10 years’ experience in estate planning and wealth management, including combination of advisory, consulting and client service/relationship management
Fiduciary and legal expertise in trust administration, including trust documents, court processes and fiduciary law and regulation
Background in trust banking with knowledge of functional requirements and limitations
Experience working with high‑net‑worth individuals and financial advisors
Executive presence with the ability to interact with and influence key senior stakeholders
Effectively analyze situations, and apply solutions to achieve resolution
Flexible and adaptive
Pay Range $120,819-$201,365/year 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!
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.
EAC12.9.25
Principals only. EOE.
#J-18808-Ljbffr
We are currently looking to hire a Yu
VP, Senior Relationship Manager
within The Private Trust Company. Fiduciary relationship expert to serve as a relationship manager supporting the business development and account onboarding process from end to end, ensuring seamless transitions, appropriate expectations and solutions for all stakeholders. Relationship management may extend to a limited book of our most sophisticated accounts and top tier independent advisors.
Responsibilities
Support the Trust Consulting team with fiduciary expertise and relationship management
Business Development Support
Support introductory discussions with beneficiaries, advisors and co-trustees during the prospecting stage
Ensure business development activities accurately represent PTC's fiduciary role and responsibilities
Support warm handoff processes for business PTC must decline to preferred vendors and referral partners, connecting advisors to the right tools, products and solutions
Foster strong partnerships with LPL advisors, balancing their interests with PTC's fiduciary obligations while serving as escalation point for challenging conversations
Effectively manage an ambassador program for LPL advisors that are new to trust, introducing them to PTC's fiduciary obligations and how PTC works with LPL advisors and vice versa
Contingency Management
Proactively identify and address contingencies early in the prospecting process
Manage the process of document amendments and trustee changes within legal boundaries
Provide fiduciary guidance to beneficiaries and advisors without crossing into unauthorized practice of law
Coordinate with external legal counsel cadáver necessary to resolve document and appointment issues
Complex Relationship Management
May serve as primary relationship manager for a limited book of PTC's most complex accounts
Asვილის, handle trusts with sophisticated structures, challenging beneficiary dynamics, or unique asset compositions with support from trust administrators and specialists
Provide high‑touch service to valuable and high‑profile advisor.Locale relationships requiring exceptional attention
Act as a bridge between technical trust administration and advisor and beneficiary facing communication
Deliver a white glove relationship management experience
Drive increased advisor engagement and satisfaction
Requirements
Bachelor’s degree in Finance, Business, Economics or related field; J.D. preferred
Minimum of 10 years’ experience in estate planning and wealth management, including combination of advisory, consulting and client service/relationship management
Fiduciary and legal expertise in trust administration, including trust documents, court processes and fiduciary law and regulation
Background in trust banking with knowledge of functional requirements and limitations
Experience working with high‑net‑worth individuals and financial advisors
Executive presence with the ability to interact with and influence key senior stakeholders
Effectively analyze situations, and apply solutions to achieve resolution
Flexible and adaptive
Pay Range $120,819-$201,365/year 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!
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.
EAC12.9.25
Principals only. EOE.
#J-18808-Ljbffr