AVP, Advisory Programs Strategy & RPM Enablement

Relha LLC; Fort Mill, Northern (SC, KY); Hybrid; USD 118,000 - 196,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an AVP for Advisory Programs Strategy & RPM Enablement in Fort Mill, SC. The role connects business strategy with product development, advisor experience, supervision, and field adoption to accelerate model-based investing.

You will partner across functions to align capabilities with advisor needs, lead initiatives, and influence leadership with data-driven recommendations, all while supporting a scalable advisory framework.

Qualifications

• Bachelor's degree required in wealth management, advisory platforms, investment products, consulting, strategy, or product management.
• 8+ years of experience in wealth management or related advisory fields.
• Experience with advisory programs, managed accounts, model portfolios, or investment platforms.
• MBA, CFA, or advanced business degree preferred.

Responsibilities

• Support evolution and growth of advisory platform strategy with focus on RPM and CFN integration.
• Translate strategic priorities into actionable initiatives for platform enhancements.
• Collaborate across Advisory Programs, Trading, and Go-to-Market to align with advisor needs and regulatory requirements.
• Define and execute strategic priorities for RPM and related advisory solutions.
• Drive adoption initiatives and advisor experience improvements.

Skills

Strategic thinking

Cross-functional leadership

Product strategy

Advisor experience

Analytical problem solving

Executive communication

Drive results

Education

Bachelor's degree

MBA or CFA preferred

Job description

AVP, Advisory Programs Strategy & RPM Enablement

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Description:

The AVP, Advisory Programs Strategy & RPM Enablement is responsible for supporting the evolution and growth of LPL's advisory platform strategy, with a primary focus on Representative Portfolio Management (RPM) and the integration of Commonwealth Financial Network (CFN) advisors into LPL’s advisory ecosystem.

This role serves as a critical connector between business strategy, product development, advisor experience, supervision, and field adoption. Working closely with the VP, RPM, the AVP helps translate strategic priorities into actionable initiatives that enhance platform capabilities, improve advisor engagement, and accelerate adoption of model-based investment practices.

The AVP partners across Advisory Programs, Trading, and Go-to-Market teams to ensure platform enhancements align with advisor needs, regulatory requirements, and enterprise objectives. This position plays a key role in shaping how advisors leverage RPM and related advisory solutions to optimize their practices and deliver improved client outcomes.

Support the VP, RPM in defining and executing strategic priorities for RPM and related advisory solutions.

Help identify opportunities to enhance platform capabilities, advisor workflows, and operating efficiencies.

Develop recommendations that support the firm's long-term vision of enabling scalable, model-based advisory practices.

Evaluate industry trends, competitive offerings, and advisor feedback to inform platform enhancements and strategic direction.

Commonwealth (CFN) Advisory Integration

Partner with stakeholders supporting the Commonwealth integration to ensure RPM capabilities align with advisor transition and adoption needs.

Serve as a strategic liaison between Advisory Programs and CFN stakeholders regarding advisory solutions and operating models.

Identify opportunities to streamline advisor migration, onboarding, and utilization of RPM, SAM, and SWM capabilities.

Support cross-functional efforts to align product capabilities with the target advisor experience.

Advisory Practice Optimization

Drive initiatives that help advisors transition toward scalable model-based portfolio management approaches.

Partner with field teams and consulting groups to understand advisor challenges and opportunities.

Help define advisor workflows, servicing models, and platform enhancements that improve practice efficiency and client outcomes.

Support development of advisor-facing value propositions focused on practice scalability, consistency, and growth.

Go-to-Market & Adoption Execution

Collaborate with Go-to-Market, Sales, Consulting, and Training teams to support advisor adoption initiatives.

Develop messaging, positioning, and educational content that articulates the value of RPM and model-based investing.

Monitor adoption trends and advisor feedback to identify opportunities for increased utilization and engagement.

Support launch readiness and change management activities for new capabilities and enhancements.

Business Planning & Strategic Execution

Support annual planning activities, business case development, and prioritization processes.

Develop executive-level presentations, recommendations, and performance reporting.

Track strategic initiatives and ensure alignment with organizational objectives.

Translate leadership priorities into actionable plans with measurable outcomes.

Leadership

Influence cross-functional stakeholders through strong partnership, communication, and execution.

Foster alignment across Advisory Programs, Trading, Product, Operations, Technology, and Field organizations.

Act as a trusted advisor to leadership by providing data-driven recommendations and strategic insights.

Contribute to a culture of innovation, accountability, and advisor-centric decision making.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

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.

Core Competencies

Strategic thinking with strong execution orientation

Knowledge of advisory platforms, managed accounts, and model portfolio solutions

Cross-functional leadership and influence

Product strategy and business requirements development

Advisor experience and practice management expertise

Analytical problem solving and decision making

Executive communication and presentation skills

Ability to drive results in a highly matrixed environment

Preferences:

MBA, CFA, or advanced business degree

Pay Range:

$117,626.00 - $196,112.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone].