Vice President, Financial Institutions Group

The Financial Institutions Group is responsible for growing and servicing the relationships of our client firms. The team works to grow our Solutions business while supporting the distribution of our various affiliates. This role strategically and tactically develops and maintains key account relationships with designated firms and will have a specific focus on LPL Financial.

Requirements

• Act as a proactive sales representative for the Company in seeking additional business at assigned accounts.
• Develop and maintain strategic key relationships with program managers/gatekeepers for mutual funds, separate accounts, and other platforms at assigned firm(s).
• Develop and execute business plans for assigned accounts resulting in increased assets, revenue and market share.
• Obtain and disseminate firm intelligence to field sales and home office resulting in improved sales execution.
• Create and implement new innovative product solutions and marketing strategies for assigned firms.
• Coordinate all marketing, sales and support services for the assigned accounts and anticipate and resolve more sophisticated problems.
• Continually work to improve product placement and visibility at assigned accounts on behalf of the Company.
• Liaise between Legal, Product Management and Marketing for issues affecting assigned firm(s).
• Lead affiliate relationships on behalf of assigned account(s).

Benefits

• Comprehensive medical, dental and vision insurance
• Paid time off
• 401k plan
• Tuition reimbursement
• Student loan repayment program
• Wellness benefits
• Volunteer programs