Vice President, Institutional Success Management Greater Charlotte, NC Area + 2 more

The Company is seeking a Vice President of Institutional Success Management to deepen relationships with institutional clients and deliver proactive, consultative support. The role involves developing and executing aligned strategies to drive sales growth and retention, identifying opportunities to improve client satisfaction, and managing complex situations and advisor attrition risks. The successful candidate will analyze trends, develop solutions to better support financial professionals, and lead business plan initiatives. They will also collaborate with internal teams to deliver education, training, and client events, while advancing relationship management and consulting practices. Candidates should have at least five years of financial services experience, preferably in sales, client service, or relationship management, and five years managing institutional or business-to-business relationships. A bachelor’s degree in a related field or equivalent experience is required. Strong strategic thinking, problem-solving, decision-making, and stakeholder management skills are essential, along with the ability to engage and influence senior leaders. Knowledge of financial services, industry practices, markets, regulation, and the competitive landscape is valued.

Hiring Company

LPL Financial