VP of Retirement & Wealth Distribution Strategy

LPL Financial; 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

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.