LPL Financial · 13 hours ago
VP, Advisory Programs
Fort Mill, SC
Full-time
Onsite
Senior Level, Lead/Staff
$143K/yr - $239K/yr
10+ years expLPL 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 Vice President, Advisory Programs will lead the Rep as PM program, driving initiatives to increase adoption and managing technology improvements, while collaborating with cross-functional stakeholders to enhance the advisory experience.
FinanceFinancial Services
Responsibilities
Create and maintain a three-year business plan for the Rep as PM program, including thematic planned enhancements to the advisory experience (e.g. advisor workstation, trading, supervision, etc.)
Generate economic revenue scenarios to remain competitive in the marketplace and improve overall advisory platform adoption
Take a problem, identify and recruit partners in relevant areas of the firm, then prioritize and implement solutions in a timely fashion
Lead the implementation of new offerings through the evaluation of prototypes and pilots and eventual launch and support of these new offerings
Leverage the organization to develop and execute detailed, tactical plans to enhance the advisory experience
Work closely with cross-functional teams to develop feature set priorities to execute and achieve the overall strategic program vision
Synthesize internal and industry data into themes and patterns to provide insights and data-driven recommendations
Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team
Achieve alignment by communicating decisions and outcomes to various levels throughout the organization
Create and deliver presentations for senior members of the organization
Complete ad-hoc assignments that assist in development and implementation of strategies and new processes
Provide research, analysis, project management and project support on a variety of strategic initiatives
Qualification
Required
10+ years business experience with advisory programs
Excellent communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues
Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives
Entrepreneurial perspective, self-starter, ability to work with minimal supervision
Exceptional problem solving and critical thinking skills
Project management / multi-tasking skills across different projects
Preferred
5 plus years' experience with Rep-As-PM
BA/MBA degree
Series 65, 66, 7 licenses
Background in client-facing experience, financial services, technology project management, and/or R&D a plus
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-13
2026-01-12
Company data provided by crunchbase