Larry Bernstein

About Larry Bernstein

PROFESSIONAL OVERVIEWAccomplished AVP, Client Success Management with a proven track record of building strategic relationships, driving growth, and delivering value for financial clients. Experienced in connecting financial advisors with institutional resources, streamlining processes, and uncovering growth opportunities. Proficient in leading cross-functional teams and collaborating with regional and executive leadership to implement effective business development strategies. Skilled in contract negotiation, business planning, and delivering engaging, results-oriented presentations. Known for driving client retention through a team-focused approach, presenting innovative solutions, and navigating RFP processes to meet and exceed client objectives.RECENT ACHIEVEMENTS• Successfully managed the expansion of assets from $26 billion to $42 billion within two years, driving significant portfolio growth and delivering enhanced value creation.• Achieved an average annual growth rate of 6%, increasing AUM from $32.5 billion to $39 billion, including $5 billion in fee-based assets and $2 billion in brokerage assets.• Led presales initiatives and secured over 24 contracts in the past year, showcasing superior negotiation skills and contributing to substantial revenue growth.KEY SKILLSAccount Management | DevelopmentBusiness DevelopmentBusiness PlansCall Center ServicingClient SuccessContract DevelopmentContract NegotiationsCorporate | Team LeadershipCross PlatformExecutive PresentationsGenerating RevenueInvestment ManagementMentoring | CoachingNegotiation StrategiesNew Business DevelopmentNew Market DevelopmentNew Product LaunchesPortfolio ExpansionPresales ActivitiesPublic SpeakingRelationship-Based SellingRevenue SharingRFP ManagementStrategic PlanningStrategic PricingTeam BuildingTraining ProgramsBranchnetClientWorksMicrosoft ExcelMicrosoft PowerPointMicrosoft VisioMicrosoft WordRedtailSalesforceSharePoint

Experience

1. AVP, Success Manager, is Client Success

   LPL Financial

   Jan 2007 — Present · Fort Mill, SC, US

   Direct client success efforts by fostering strong relationships between financial advisors and institutional resources, ensuring growth opportunities through continuous collaboration with regional and executive leadership.• Drive business development initiatives, identifying and implementing strategies for long-term client retention and growth for institutions with deposits of $100M—$1B.• Negotiate contracts and develop customized business plans to meet client needs, enhance institutional partnerships, and boost revenue growth• Present value propositions persuasively, ensuring impactful presales engagements and fostering new business opportunities• Facilitate the end-to-end RFP process, consistently delivering proposals that align with client expectations and business objectives.• Collaborate with program managers, financial advisors, and support staff to implement strategic planning, deliver growth-driven outcomes, and align with client objectives.• Implement best practices for investment program management, positioning institutions for improved performance and client satisfaction.• Subject matter expert (SME) on LPL’s cross-platform and revenue-sharing agreements with independent advisors, providing expertise in optimizing institutional partnerships.

Education

• University of Phoenix

  Bachelor of Science - BS

  2003 — 2007

Skills

• Sales Management
• Customer Service
• Financial Services
• Investments
• Institutional Relations
• Refinance
• Coaching
• Banking
• Retail
• Customer Relations
• Relationship Management
• Team Building
• Mortgage Lending
• Sales
• Technology Adoption
• Selling
• Loans
• Problem Solving
• Business Consulting
• Credit Analysis
• Customer Satisfaction
• New Business Development
• Call Centers
• Credit
• Call Center
• Analysis
• Mortgage Banking
• Negotiation