AVP, Senior Trustee Consultant

Clevelandonsitesenior$89K – $148K

Posted today · via Workday

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About this role

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 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

This role is senior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Cleveland. We weight your proximity and willingness to relocate.

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