VP, Success Manager (Financial Services)

Location: Fort Mill/Charlotte, United States; travel up to 25% of the time.

Pay range: $129,368.00–$215,682.00 per year.

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with advisor affiliation models, investment solutions, fintech tools, and practice management services.

What you will do

• Deepen relationships with institutional clients through a proactive, consultative approach and increase engagement with LPL tools and resources.
• Develop, support, and execute aligned strategies that drive sales growth, business retention, and client satisfaction.
• Identify trends, develop insights, and create solutions to better support advisors and institutional businesses.
• Navigate complex, high-profile situations and proactively manage advisor attrition risk in partnership with institutional clients.
• Develop and execute business-plan initiatives and contribute ideas that improve relationship management and consulting efforts.
• Partner with conference services to deliver education, training, and conference events.

Requirements

• 5+ years of experience in financial services, preferably in sales, client service, or relationship management.
• 5+ years of experience managing relationships in the institutional or business-to-business space.
• Ability to travel up to 25% of the time.
• Bachelor’s degree in a related field or equivalent experience.
• Ability to analyze situations and apply solutions to achieve resolution.
• Ability to identify and balance the needs of multiple stakeholders.
• Strategic foresight and experience engaging in high-level discussions with advisors, regional directors, institution executives, and LPL home office executives.
• Strong operational excellence, execution, problem-solving, decision-making, and strategic agility skills.
• Ability to understand and apply industry best practices, financial markets, the regulatory environment, and the competitive landscape.

Nice to have

• High-level strategist experience with the ability to implement methods that drive sales.
• Strong executive presence and the ability to interact with and influence senior leadership.
• Extensive knowledge of the client segment, organization, products, industry, and financial-institution end customers.
• Demonstrated knowledge of the financial services industry, LPL platforms, products, and services.

Culture & Benefits

• Collaborative, team-oriented environment focused on exceptional client experiences, integrity, creativity, and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and technology intended to support financial advisors and institutions in running their businesses.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants will not be asked for payment or bank and credit card information.