Strategic RPM & Advisory Programs Lead

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; USD 118,000 - 196,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Job summary

LPL Financial is seeking an AVP, Advisory Programs Strategy & RPM Enablement in Charlotte, NC to advance RPM capabilities and integrate CFN advisors into our advisory ecosystem. You will translate strategy into actionable initiatives, partner across Advisory Programs, Trading, and Go-to-Market, and influence product direction to improve advisor experiences.

Responsibilities include shaping model-based portfolio management, driving adoption, and delivering data-driven recommendations to

Qualifications

• Bachelor's degree required.
• 8+ years of wealth management and advisory platforms experience.
• Experience with advisory programs, managed accounts, model portfolios, or investment platforms.

Responsibilities

• Define RPM strategy and evolve platform capabilities.
• Enhance advisor workflows and operating efficiencies.
• Support integration of CFN advisors into LPL’s advisory ecosystem.
• Collaborate cross-functionally to align product capabilities with advisor needs.

Skills

Strategic thinking

Cross-functional leadership

Advisor experience

Product strategy

Executive communication

Education

Bachelor's degree

Job description

LPL Financial is seeking an AVP, Advisory Programs Strategy & RPM Enablement in Charlotte, NC to advance RPM capabilities and integrate CFN advisors into our advisory ecosystem. You will translate strategy into actionable initiatives, partner across Advisory Programs, Trading, and Go-to-Market, and influence product direction to improve advisor experiences.

Responsibilities include shaping model-based portfolio management, driving adoption, and delivering data-driven recommendations to