Senior Trustee Consultant

Responsibilities

• New business liaison between PTC and LPL Advisors: Responsible for providing exemplary communication to LPL Advisors in support of general inquiries and through all steps of the new business acceptance process.
• Pipeline Manager: Superior organizational and follow up skills to ensure the new business opportunity pipeline is managed both efficiently and diligently.
• PTC Brand Ambassador: Represent PTC in business development efforts with internal partners at LPL and with LPL Advisors.
• Participating in LPL advisor and client meetings as needed
• Preparation of special reports, spreadsheets and correspondence, as needed
• What are we looking for?

Requirements

• Bachelor's Degree
• 5+ years of professional work experience
• Trustee services experience with a trust company or in the investment industry
• Experience working with high net worth (HNW) clients
• Core Competencies:
• Ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment
• Preferences:
• CTFA, CFP or ChFC
• Pay Range:
• $68,083.00 - $113,403.00
• Company Overview:
• For further information about LPL, please visit www.lpl.com .
• 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:
• LP

Benefits

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Senior Trustee Consultant will be an integral member of the Business Development team within LPL's wholly owned subsidiary The Private Trust Company. Through our delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management responsibilities. We are looking for an experienced and engaging trust professional who is passionate about helping LPL Advisors provide trustee services to their clients. This role is responsible for delivering exceptional customer service while supporting LPL Advisor inquiries and advancing new potential business through our acceptance process and into onboarding. This role will be a key contributor to LPL advisor satisfaction and PTC's ability to generate repeat business.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at lplfinancial? Share your experience