VP of Outside Recruiting Partner Programs

LPL Financial; San Diego (CA); On-site; USD 137,000 - 228,000; Full time

Job summary

LPL Financial in San Diego is seeking a VP Outside Recruiting Firm Partner Program Leader to shape strategy and execution for partnerships with third-party advisor recruiting firms.

As a player-coach, the Partner Program Leader will lead the partner management team and will be accountable for all relationships, managing approximately five strategic partner relationships while expanding W-2 and wirehouse opportunities, and growing the 1099 channel.

Qualifications

• 10+ years of wealth management experience spanning sales, business development, advisor recruiting, or strategic relationship management.
• Sales and advisor recruiting experience, with a track record of generating qualified opportunities and improving conversion.
• Experience leading and developing a team, including coaching, goal setting, and performance management.
• Ability to travel up to 30% for partner meetings, home office visits, and industry events.

Responsibilities

• Personally manage approximately five strategic partners, building relationships with owners, decision-makers, and influential recruiters.
• Establish joint business plans that identify target advisor segments, qualified pipeline opportunities, and measurable commitments from both LPL and each partner firm.
• Apply advisor recruiting experience to help partners understand advisor motivations, position LPL's affiliation options, and improve the quality and conversion of referrals.
• Coordinate with the recruiting team to advance opportunities, clarify ownership, and resolve barriers throughout the recruiting process.
• Use pipeline data, partner feedback, and competitive intelligence to identify growth opportunities and recommend changes to coverage or investment.
• Hold the program accountable for agreed recruiting outcomes, including pipeline AUM, advisor meetings, joins, and conversion.

Skills

Sales leadership

Partner management

Strategic relationship mgmt

Forecasting

Executive communication

Tools

CRM software

Data analysis tools

Job description

LPL Financial in San Diego is seeking a VP Outside Recruiting Firm Partner Program Leader to shape strategy and execution for partnerships with third-party advisor recruiting firms.

As a player-coach, the Partner Program Leader will lead the partner management team and will be accountable for all relationships, managing approximately five strategic partner relationships while expanding W-2 and wirehouse opportunities, and growing the 1099 channel.