VP, Distribution Strategy

LPL Financial Corp; Fort Mill, Charlotte (SC, NC); On-site; USD 146,000 - 244,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Job summary

LPL Financial's Retirement Partners team within Wealth Management seeks a visionary leader for the Distribution Strategy role. You will guide initiatives to integrate retirement and wealth capabilities, enhance advisor engagement, and create scalable operating models that support advisors’ practices.

Qualified candidates bring 15+ years in financial services with strong relationship-building, leadership, and strategic execution skills; an MBA or equivalent is preferred.

Qualifications

• 15+ years of financial services, wealth management, retirement services, relationship management & distribution leadership experience.
• Proven ability to drive strategic initiatives and business growth
• Strong relationship-building, leadership, and communication skills

Responsibilities

• Lead strategic initiatives designed to accelerate the integration of retirement and wealth capabilities.
• Develop scalable engagement models that support advisor growth and deepen client relationships.
• Develop and execute relationship management strategies for key retirement and wealth advisors.
• Create a differentiated advisor experience that drives loyalty and engagement.
• Design and implement service strategies that enhance advisor satisfaction and operational effectiveness.
• Drive continuous improvement efforts focused on efficiency and service excellence.

Skills

Relationship building

Leadership

Communication

Strategic initiatives

Education

MBA or equivalent

Job description

Job Overview

The Retirement Partners team within LPL Financial's Wealth Management division is responsible for delivering a market-leading suite of retirement solutions that enable advisors and their clients to achieve better retirement outcomes. The team drives product strategy, platform innovation, pricing, advisor engagement, and business growth across the retirement ecosystem. The Vice President, Distribution Strategy will play a critical leadership role in advancing LPL's Wealth and Retirement convergence strategy. This executive will be responsible for developing and executing initiatives that strengthen advisor engagement, enhance service delivery, and create scalable operating models that help advisors seamlessly integrate retirement and wealth management solutions into their practices.

Responsibilities

• Lead strategic initiatives designed to accelerate the integration of retirement and wealth capabilities.
• Develop scalable engagement models that support advisor growth and deepen client relationships.
• Develop and execute relationship management strategies for key retirement and wealth advisors.
• Create a differentiated advisor experience that drives loyalty and engagement.
• Design and implement service strategies that enhance advisor satisfaction and operational effectiveness.
• Drive continuous improvement efforts focused on efficiency and service excellence.

Key Success Metrics

• Advisor Net Promoter Score (NPS)
• Assets Under Management (AUM) Retention
• Growth of the Wealth & Retirement Advisor Segment
• Advisor Engagement and Adoption
• Service Effectiveness and Satisfaction

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

• 15+ years of financial services, wealth management, retirement services, relationship management & distribution leadership experience
• Proven ability to drive strategic initiatives and business growth
• Strong relationship‑building, leadership, and communication skills

Preferences

• Advanced degree (MBA or equivalent)
• Relevant industry credentials
• Experience leading advisor experience or service model transformation initiatives

#LPL-PA Pay Range: $146,466.00 - $244,110.00 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.

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].

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 they need 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.

Principal only. EOE. EAC 5.19.26 LPL Financial is the nation’s largest independent broker‑dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue.