Sr. Internal Relationship Manager
LPL Financial, Tempe, AZ, United States
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 We are currently looking to hire a Sr. Internal Relationship Manager within 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 be responsible for managing a territory of LPL Financial advisors and branch offices with an emphasis on managing, growing and retaining his/her advisor relationships by using proven sales strategies and tactics with an emphasis on consulting their 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 be responsible for crafting effective solutions to assist them in meeting their business goals and objectives. Additionally the Sr. Internal Relationship Manager will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management skills, sales skills, project management skills and business analytics to fully understand and achieve business 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, applying solutions to achieve resolution
Ability to identify and balance the needs of multiple stakeholders
Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability
Preferences
Series 7 and 63
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
#LPL-PA
Pay Range $84,700-$141,100/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!
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 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 they need 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.
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.
EAC12.9.25
#J-18808-Ljbffr
Job Overview We are currently looking to hire a Sr. Internal Relationship Manager within 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 be responsible for managing a territory of LPL Financial advisors and branch offices with an emphasis on managing, growing and retaining his/her advisor relationships by using proven sales strategies and tactics with an emphasis on consulting their 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 be responsible for crafting effective solutions to assist them in meeting their business goals and objectives. Additionally the Sr. Internal Relationship Manager will act as the primary point of contact between his/her advisors and LPL Financial. This role will combine relationship management skills, sales skills, project management skills and business analytics to fully understand and achieve business 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, applying solutions to achieve resolution
Ability to identify and balance the needs of multiple stakeholders
Strong oral and written communicator who is able to convey messages, inspire action and drive performance within area of accountability
Preferences
Series 7 and 63
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
#LPL-PA
Pay Range $84,700-$141,100/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!
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 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 they need 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.
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.
EAC12.9.25
#J-18808-Ljbffr