AVP Strategy Activation: Lead & Scale LAP Platform

LPL Financial; Boston (MA); On-site; USD 114,000 - 190,000; 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, Strategy Activation to lead the day-to-day operations of the LPL Access Portfolios program. You will own onboarding, governance, billing oversight, service coordination, and vendor management while coordinating with Product, Compliance, and Operations to scale LAP from pilot to enterprise capability.

You will partner with Legal, Risk, Finance, and Technology teams to ensure regulatory compliance, performance reporting, and effective execution.

Qualifications

• 7+ years of experience in wealth management, advisor platform operations, program management, business management, or related functions.
• Understanding of advisory platforms, custody relationships, onboarding, supervision, billing, or advisor operations.
• Stakeholder management, communication, and organizational skills.

Responsibilities

• Serve as the operational owner of the LAP program, overseeing day-to-day execution, performance management, risk identification, issue resolution, and operational readiness.
• Lead the end-to-end advisor lifecycle, including intake, eligibility review, onboarding, approvals, participation monitoring, and support for M&A-related transitions.
• Drive continuous improvement initiatives that enhance scalability, strengthen operational controls, improve advisor experience, and support future program growth.
• Maintain and evolve program governance, policies, procedures, operating rhythms, and supervisory requirements to ensure a controlled and sustainable operating environment.

Skills

Stakeholder management

Communication

Organizational skills

Program leadership

Change leadership

Analytics

Orion Advisor Technology

Tools

Orion Advisor Technology

Job description

LPL Financial is seeking an AVP, Strategy Activation to lead the day-to-day operations of the LPL Access Portfolios program. You will own onboarding, governance, billing oversight, service coordination, and vendor management while coordinating with Product, Compliance, and Operations to scale LAP from pilot to enterprise capability.

You will partner with Legal, Risk, Finance, and Technology teams to ensure regulatory compliance, performance reporting, and effective execution.