Advisory Platform Strategy & RPM Enablement Lead

lplfinancial; Fort Mill (SC); On-site; USD 150,000 - 210,000; Full time

Job summary

LPL Financial in Fort Mill, SC is seeking an AVP, Advisory Programs Strategy & RPM Enablement to drive the evolution of the advisory platform. You will translate strategic priorities into actionable initiatives that enhance RPM capabilities, advisor experience, and adoption of model-based investing.

Collaborating with cross-functional teams across Advisory Programs, Trading, and Go-to-Market, you will shape platform roadmaps, align with regulatory requirements, and support leadership with

Qualifications

• Bachelor's degree required.
• 8+ years of experience in wealth management, advisory platforms, investment products, consulting, strategy, or product management.
• Experience working with advisory programs, managed accounts, model portfolios, or investment platforms.

Responsibilities

• Define RPM strategy and drive platform evolution to enable scalable, model-based advisory practices.
• Partner with CFN advisory integration teams to ensure alignment and adoption across platforms.
• Collaborate with Advisory Programs, Trading, Product, Operations, Technology, and Field to translate leadership priorities into actionable plans.

Skills

Strategic thinking

Execution orientation

Knowledge of advisory platforms

Education

Bachelor's degree

Job description

LPL Financial in Fort Mill, SC is seeking an AVP, Advisory Programs Strategy & RPM Enablement to drive the evolution of the advisory platform. You will translate strategic priorities into actionable initiatives that enhance RPM capabilities, advisor experience, and adoption of model-based investing.

Collaborating with cross-functional teams across Advisory Programs, Trading, and Go-to-Market, you will shape platform roadmaps, align with regulatory requirements, and support leadership with