VP, Success Manager Leader

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview

The VP Success Manager Leader is a senior leader within LPL’s Advisor Success Management organization, responsible for driving advisor success, growth, and satisfaction across a large geographic division. This role combines strategic leadership with a consultative approach to deepen relationships, deliver value, and create a thriving growth culture.

As part of LPL’s mission—We take care of our advisors, so they can take care of their clients—you will lead a team of success managers to execute on growth strategies, optimize advisor engagement, and ensure operational excellence. You will also serve as an advocate for advisors and an ambassador of the LPL brand, influencing initiatives that simplify business processes and enhance advisor experience.

Responsibilities

Strategic Leadership & Growth

• Set the strategic direction for the division, including growth targets and sales plans; achieve or exceed goals through disciplined execution.
• Drive outsized growth, retention, and advisor satisfaction by fostering a high-performance culture.

Advisor Engagement & Consulting

• Build meaningful relationships with advisors
• Identify and implement programs to increase advisor satisfaction, retention, and sales growth.
• Strategize and execute on teaming and succession planning opportunities

People Leadership

• Lead and develop a team of success managers; create a culture of engagement, empowerment, and accountability.
• Drive talent management initiatives, including recruiting, coaching, and succession planning.
• Represent advisor and client perspectives on steering committees and projects to influence smarter, simpler solutions.

Operational Excellence

• Manage complex situations and escalations with professionalism and strategic foresight.
• Examine trends, develop insights, and create solutions to better support advisors and improve ease of doing business.
• Partner with conference services to deliver exceptional education, training, and events.

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.

Requirements:

• 8+ years of experience in financial services or wealth management, with both branch and home office leadership experience preferred.
• 8+ years of experience handling advisor growth, retention, and recruiting.
• FINRA Series 7/66 (or equivalent)
• 5+ years of people leadership experience, including recruiting, developing, coaching, and motivating teams.
• Ability to travel up to 25% of the time.

Core Competencies:

• Executive presence with ability to interact with and influence senior leadership.
• Excellent communication skills; ability to frame complex issues and present to senior audiences.

Preferences:

• Series 9/10 or 24
• Bachelor’s degree in related field or equivalent experience
• Familiarity with industry best practices, regulatory environment, and competitive landscape.

Pay Range:

$157,700-$262,800/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(6) , 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 that allow them 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.

For further information about LPL, please visit www.lpl.com.

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.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance.

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.

Key skills/competency

• Success Management
• Strategic Leadership
• Advisor Engagement
• People Leadership
• Financial Services
• Wealth Management
• Client Relationship Management
• Team Development
• Sales Strategy
• Operational Excellence