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About the Role

The AVP, Senior Trustee Consultant will be an integral member of the Business Development team within LPL’s wholly owned subsidiary The Private Trust Company. Our innovative, entrepreneurial, high-performing team helps independent advisors and RIAs by providing trustee services to their clients. This role is responsible for delivering an exceptional experience while supporting LPL Advisor inquiries and advancing new trustee opportunities through our acceptance process and into onboarding.

Responsibilities

Serve as the lead consultant with LPL Advisors when they present new cases to PTC for trustee and/or settlement services.
Exhibit thorough knowledge of both trust administration and settlement services.
Analyze and interpret relevant legal documents and asset statements, including wills, trusts, agreements, entity documents, investment statements, and special asset information in relation to the clients’ trust(s) and/or estate.
Summarize and prepare new cases for legal and acceptance reviews.
Mentor and coach trust specialists to assist in preparing summaries, document management, and communication with advisors, trustees, attorneys, and beneficiaries.
Manage financial advisor and client experience while providing service and support for moderately complex to complex trustee cases.
Identify client needs, address client concerns, resolve issues, and respond to client inquiries while keeping relevant parties involved.
Effectively communicate with financial advisors, external partners, and colleagues throughout all steps of PTC’s trustee acceptance process.
Ensure the new business opportunity pipeline is managed both efficiently and diligently.
Participate in special projects and initiatives.
Create effective working relationships with colleagues and peers within PTC and across LPL.
Collaborate with colleagues and associates to enhance best practices, engage appropriate resources, and foster strong team dynamics.
Represent PTC in business development efforts with internal partners at LPL and with LPL Advisors.
Participate in LPL advisor and client meetings as needed.
Prepare special reports, spreadsheets, and correspondence as needed.

Requirements

Bachelor’s Degree
Five years’ experience in trustee services, preferably with a broker-dealer or in a traditional bank/trust company.
Knowledge of financial planning, philanthropic planning, and fiduciary law.
Experience working with high net worth (HNW) clients.
Proven ability to successfully handle multiple responsibilities and meet deadlines in a quality-first, team-oriented environment.
Strong use of Microsoft Office.

Skills

Verbal and written communication skills for effective interactions with clients, financial advisors, and other professionals.

Location

Remote

Work Type

Full-time

Experience Level

Associate

Education Level

Bachelor's Degree

Salary/Compensations

$88,580.00 - $147,599.00

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

About the Company

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.
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 the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Equal Opportunity

Principals only. EOE.