Posted in Other 30+ days ago.
Location: San Diego, California
LPL Business Solutions (LBS) (https://www.lplbusinesssolutions.comm) is seeking our first AVP of Client Success/Experience. This person will be responsible for helping design, execute, and optimize the advisor (our client) experience for the Admin Solutions program.
LBS is a suite of professional services (Admin, Marketing, and CFO Solutions) and business planning and protection subscription solutions (M&A Solutions, Assurance Plan, and Digital Office) that are leveraged by LPL's 18,000 financial advisors to help them run exceptional businesses. We'll be expanding over time to also serve other small businesses outside of financial advice.
The AVP of Client Success/Experience will build programs and processes through a digital lens. The goal is to facilitate scalable engagements with LBS clients to ensure they maximize their realized value from LBS. LBS seeks to be strategic partners, sitting shoulder to shoulder with advisors and their teams, bringing ideas to life. We can significantly increase efficiency, help provide better service, and create savings for advisor practices, all while empowering them to focus on what is truly important - taking care of their clients.
Candidates from all US locations will be considered for in-office or remote status.
Your Team:
The LBS Client Success team specifically aims to drive long-term and sustainable growth, satisfaction, retention, and profitability from our clients. You will report to the head of LBS Client Success and oversee client success/client experience projects and programs for the largest LBS offering, Admin Solutions. The team has divided the client experience into four core areas that need to be optimized: 1) onboarding experience, 2) business-as-usual experience, 3) moments that matter, and 4) overall LBS community experience. As one of the first team members, you will be able to both lead the Admin Solutions components of these efforts (primarily #2 and #3) as well as help build out the longer-term vision for the Client Success team as we expand our impact to the other LBS programs.
What You'll Do:
Who You Are:
Your Skills & Experiences:
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 areone 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.
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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 (800) 877-7210.
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