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Senior Success Manager at LPL Financial | JobVerse
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Senior Success Manager
LPL Financial
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LinkedIn
Senior Success Manager
San Diego, North Carolina, United States of America
Full Time
2 hours ago
$84,400 - $140,600 USD
H1B Sponsor
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Key skills
Account Management
Sales
About this role
Role Overview
Provide relationship management support between Advisors and LPL
Drive client satisfaction and retention
Recommend growth initiatives for Advisors
Consult with Advisors through various engagement methods
Conduct digital business health assessments/business planning
Requirements
Bachelor’s degree required; major in Finance, Accounting, Economics, or Business Administration preferred
5+ years of experience in the financial services industry within an advisor‑facing, account management, consultative sales, or service role
Ability to travel as needed (approximately 1–2 trips per year)
Active Series 7 license or ability to obtain within 120 days of hire
Benefits
401K matching
health benefits
employee stock options
paid time off
volunteer time off
Apply Now
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