Sr. Internal Relationship Manager
LPL Financial, San Diego, CA, United States
Job Overview
We are currently looking to hire a Sr. Internal Relationship Manager within the IAS Success Management team.
The Business Consulting team is responsible for advisor satisfaction, growth, and retention of LPL top advisors and offices. The Sr. Internal Relationship Manager will manage a territory of LPL Financial advisors and branch offices, focusing on growing and retaining advisor relationships using proven sales strategies and consulting advisors on the value, benefits, and features of LPL’s platform.
By developing a thorough understanding of the advisor’s businesses, the Sr. Internal Relationship Manager will craft effective solutions to help them meet their business goals and objectives. This role serves as the primary point of contact between advisors and LPL Financial, combining relationship management, sales, project management, and business analytics to achieve growth, retention, and satisfaction objectives.
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.
Responsibilities
Develop a comprehensive understanding of each advisor, their business objectives, and their broader impact on the organization.
Serve as a representative of Business Consulting across multiple internal and external forums throughout the year.
Participate in cross‑functional committees, contributing thoughtful insights and business rationale to support decision‑making.
Create and deliver business‑focused presentations for advisor conferences and for use by Relationship Managers.
Demonstrate strong leadership and adaptability amid shifting priorities.
Design and implement effective frameworks to manage organizational and strategic change.
Present complex topics across multiple functions, articulating different perspectives to drive informed decisions.
Engage in high‑level strategic conversations with advisors and executive leadership.
Collaborate with internal and external partners to conduct thorough needs assessments.
Coordinate people, processes, and best practices across multiple business units to achieve departmental goals.
Requirements
Bachelor's degree in Business, Finance, Economics, or related field.
5+ years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role.
Core Competencies
Ability to effectively analyze situations and apply solutions to achieve resolution.
Ability to identify and balance the needs of multiple stakeholders.
Strong oral and written communication skills, inspiring action and driving performance within area of accountability.
Preferences
Series 7 and 63 licenses.
Extensive knowledge of the client segment, organization, product, industry, and end customer.
Demonstrated knowledge of LPL platform, products and services.
Ability to translate high level business directives into operational procedures.
Participation on project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies.
Budget and expense management of territory.
Pay Range $84,700–$141,100/year. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peer base, performance, and geographic location. LPL Total Rewards is highly competitive, offering 401(k) matching, health benefits, employee stock options, paid and volunteer time off, and more.
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, 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 about 8 million Americans.
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.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance, including a mix of traditional and unique benefits, perks, and resources.
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.
EAC12.9.25
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The Business Consulting team is responsible for advisor satisfaction, growth, and retention of LPL top advisors and offices. The Sr. Internal Relationship Manager will manage a territory of LPL Financial advisors and branch offices, focusing on growing and retaining advisor relationships using proven sales strategies and consulting advisors on the value, benefits, and features of LPL’s platform.
By developing a thorough understanding of the advisor’s businesses, the Sr. Internal Relationship Manager will craft effective solutions to help them meet their business goals and objectives. This role serves as the primary point of contact between advisors and LPL Financial, combining relationship management, sales, project management, and business analytics to achieve growth, retention, and satisfaction objectives.
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.
Responsibilities
Develop a comprehensive understanding of each advisor, their business objectives, and their broader impact on the organization.
Serve as a representative of Business Consulting across multiple internal and external forums throughout the year.
Participate in cross‑functional committees, contributing thoughtful insights and business rationale to support decision‑making.
Create and deliver business‑focused presentations for advisor conferences and for use by Relationship Managers.
Demonstrate strong leadership and adaptability amid shifting priorities.
Design and implement effective frameworks to manage organizational and strategic change.
Present complex topics across multiple functions, articulating different perspectives to drive informed decisions.
Engage in high‑level strategic conversations with advisors and executive leadership.
Collaborate with internal and external partners to conduct thorough needs assessments.
Coordinate people, processes, and best practices across multiple business units to achieve departmental goals.
Requirements
Bachelor's degree in Business, Finance, Economics, or related field.
5+ years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role.
Core Competencies
Ability to effectively analyze situations and apply solutions to achieve resolution.
Ability to identify and balance the needs of multiple stakeholders.
Strong oral and written communication skills, inspiring action and driving performance within area of accountability.
Preferences
Series 7 and 63 licenses.
Extensive knowledge of the client segment, organization, product, industry, and end customer.
Demonstrated knowledge of LPL platform, products and services.
Ability to translate high level business directives into operational procedures.
Participation on project teams providing the advisor point of view and making judgments and recommendations regarding timing, content, and delivery methodologies.
Budget and expense management of territory.
Pay Range $84,700–$141,100/year. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peer base, performance, and geographic location. LPL Total Rewards is highly competitive, offering 401(k) matching, health benefits, employee stock options, paid and volunteer time off, and more.
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, 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 about 8 million Americans.
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.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance, including a mix of traditional and unique benefits, perks, and resources.
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.
EAC12.9.25
#J-18808-Ljbffr