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LPL Financial · 3 hours ago

AVP, Program Activation

Austin, TX

Full-time

Onsite

Mid, Senior Level

$116K/yr - $193K/yr

6+ years exp

LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Assistant Vice President, Program Activation, is responsible for managing strategic vendor partnerships and delivering impactful programs that enhance advisor engagement and success.

FinanceFinancial Services

Responsibilities

Serve as the primary point of contact for key external vendors, ensuring strong, collaborative, and growth results-oriented partnerships

Negotiate, manage, and monitor vendor contracts, service-level agreements (SLAs), and performance metrics to ensure alignment with business objectives

Coordinate regular vendor business reviews to assess service quality, identify improvement opportunities, and ensure compliance with organizational standards

Partner with leadership to identify strategic opportunities for vendor-supported advisor programs

Design, plan, and execute advisor-facing programs, workshops, and initiatives that enhance advisor engagement and success

Collaborate with internal teams (e.g., product, marketing, compliance, operations) to develop programming content and ensure seamless delivery

Track program participation, feedback, and outcomes to measure effectiveness and continuously improve offerings

Facilitate communication between advisors, vendors, and internal teams to ensure programming is relevant, impactful, and aligned with strategic goals

Develop and maintain reporting mechanisms to track vendor performance, program ROI, and advisor satisfaction

Provide insights and recommendations to senior leadership based on program performance, advisor needs, and vendor capabilities

Ensure adherence to regulatory, compliance, and internal risk management standards throughout vendor and advisor programming activities

Stay current with industry best practices, emerging technologies, and competitive benchmarks to inform program design and vendor strategy

Introduce process efficiencies, tools, and frameworks to enhance vendor management and program delivery

Qualification

Program ManagementVendor Relationship ManagementStakeholder ManagementFinancial Services ExperienceProject ManagementCollaborationOrganizational SkillsCommunication Skills