Senior Success Manager
San Diego, North Carolina, United States of America
Full Time
2 hours ago
$84,400 - $140,600 USD
H1B Sponsor
Key skills
Account ManagementSales
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