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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Vice President Distribution Strategy

Business OperationsConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • At least 15 years of experience in financial services, wealth management, retirement services, relationship management, and distribution leadership.
  • Ability to drive strategic initiatives and business growth.
  • Strong relationship-building, leadership, and communication skills.

Responsibilities

  • Lead strategic initiatives designed to accelerate the integration of retirement and wealth capabilities.
  • Develop scalable engagement models that support advisor growth and deepen client relationships.
  • Develop and execute relationship management strategies for key retirement and wealth advisors.
  • Create a differentiated advisor experience that drives loyalty and engagement.
  • Design and implement service strategies that enhance advisor satisfaction and operational effectiveness.
  • Drive continuous improvement efforts focused on efficiency and service excellence.

Desired Qualifications

  • An advanced degree, such as an MBA or equivalent.
  • Relevant industry credentials.
  • Experience leading advisor experience or service model transformation initiatives.

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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