Hiring: VP, Institutional Leader (Wealth Advisors Group) Company: LPL Financial Location: Fort Mill, SC Job Posted Time: 2026-09-10 12:37:14 Target Skills & Keywords : CFA, CFP, CIMA, Change Management, Segment, Series 24, Series 7, Wealth Management About the job Experience: •10+ years of experience in the financial services industry with at least 5 years in sales leadership, relationship management or institutional program leadership capacity. •5+ years of experience utilizing CRM tools, sales pipeline management, SLA management, program segmentation and opportunity prioritization. •5+ years of experience in the institutional wealth management space, with specialization in opportunity channels, acquisition strategy, AUM growth, revenue drivers and asset retention levers. •At least 5 years in sales leadership, relationship management or institutional program leadership capacity. Required Skills: •Lead and manage the day-to-day activities of the CIS leadership team, including sales managers, relationship managers, and advisors, while creating clear accountability for execution, growth and client outcomes. •Build, maintain and deepen strategic relationships with Institutional Program Managers and their staff, serving as a senior point of partnership, escalation and business alignment. •Partner with Institutional sales, acquisition and enterprise growth teams to develop strategies that increase AUM, expand revenue opportunities, strengthen pipeline conversion and support new program acquisition. •Ensure the pull-through and delivery of new institutional programs, translating implementation activity into adoption, advisor engagement, consistent routines and measurable business results. •Retain and grow assets within existing programs by identifying risks, strengthening engagement routines, supporting relationship managers, and helping program leaders solve business challenges. •Diagnose segment performance and gaps using data related to AUM, revenue, retention, pipeline activity, relationship health, service levels and end-investor experience; develop action plans to improve outcomes. •Develop and implement consistent sales management, relationship management and program review routines across the CIS organization. •Interface directly with key partners to identify, develop and execute initiatives that improve advisor productivity, enhance the end-investor experience, accelerate new client acquisition and deepen institutional relationships. Qualifications: •Exercises good judgment and experience to make timely and effective decisions. •A passion for sales management, relationship management, growth strategy and client service. •Excellent communication skills and a track record of success in sales leadership, relationship leadership and overall leadership. •Comfortable with change management and able to translate new programs into repeatable operating routines and measurable business results. •Additional designations are preferred: CFP, CRPC, CFA, CIMA and/or AAMS. •Demonstrated ability to lead through multiple managers/direct reports and motivate high-performing teams across sales and relationship management disciplines. •Proven ability to build trusted relationships with senior institutional stakeholders, program leaders and cross-functional business partners. •Comprehensive industry and investment knowledge with sound judgment on risk, supervision and regulatory expectations. Compensation: •$136,990 - $228,248 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!