Senior VP, Retirement & Wealth Distribution Strategy

LPL Financial; Boston (MA); On-site; USD 146,000 - 244,000; 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 executive to lead Distribution Strategy within its Retirement Partners team, part of the Wealth Management division. The role centers on advancing integration of retirement and wealth solutions, strengthening advisor engagement, and delivering scalable operating models that support advisors’ practices.

The role emphasizes driving strategic initiatives, improving service delivery, and creating a differentiated advisor experience to foster loyalty and growth.

Qualifications

• 15+ years in financial services, wealth management, retirement services, relationship management & distribution leadership.
• Proven ability to drive strategic initiatives and business growth.
• Strong relationship-building, leadership, and communication skills.
• MBA or equivalent advanced degree preferred.

Responsibilities

• Lead strategic initiatives to accelerate integration of retirement and wealth capabilities.
• Develop scalable engagement models to support advisor growth and deepen client relationships.
• Direct service-model leadership to improve advisor satisfaction and operating efficiency.
• Drive advisor engagement and adoption metrics to strengthen AUM retention and growth.

Skills

Relationship management

Strategic initiatives

Leadership & communication

Education

MBA or equivalent

Job description

LPL Financial is seeking an executive to lead Distribution Strategy within its Retirement Partners team, part of the Wealth Management division. The role centers on advancing integration of retirement and wealth solutions, strengthening advisor engagement, and delivering scalable operating models that support advisors’ practices.

The role emphasizes driving strategic initiatives, improving service delivery, and creating a differentiated advisor experience to foster loyalty and growth.