AVP, Institution Program Management

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Do you excel at building and scaling programs that drive client growth and retention? Are you energized by coordinating across complex stakeholder groups and enabling frontline teams to deliver exceptional client outcomes? If so, this could be the ideal role for you. 

The Assistant Vice President, Institution Program Management, plays a critical role in designing, orchestrating, and delivering programs that enable Client Success Managers (CSMs) to drive growth and retention across institutional clients. 

This role is highly cross-functional, requiring strong program management discipline and the ability to navigate and align internal partnerships across product, marketing, operations, compliance, and sales. The AVP serves as a central connector—translating strategic priorities into actionable programs that empower CSMs to deepen client relationships, unlock growth opportunities, and deliver measurable impact. 

The Program Manager will lead end-to-end program execution, establish governance frameworks, and ensure initiatives are scalable, measurable, and aligned to the firm’s institutional growth strategy. This individual will also partner closely with vendor and internal teams to ensure seamless delivery and continuous optimization of programs that support client acquisition, engagement, and retention. 

Responsibilities:

Program Strategy & Execution 

• Develop and execute scalable programs that enable Client Success Managers to activate growth and retention priorities within institutional client relationships. 
• Translate strategic business objectives into actionable program roadmaps, with clear milestones, success metrics, and adoption plans. 
• Drive end-to-end program management, including planning, execution, communication, and performance tracking. 
• Ensure programs are aligned to key business outcomes, including net new assets (NNA), client engagement, and retention. 

Internal Partnership & Stakeholder Management 

• Serve as a key integrator across internal teams to bring key initiatives and projects to life cohesively. 
• Build strong, trusted relationships with cross-functional stakeholders to align priorities, remove obstacles, and ensure program success. 
• Partner closely with Client Success leadership to understand field needs and continuously refine program delivery to maximize impact. 
• Facilitate clear communication and alignment across stakeholders, ensuring transparency on priorities, timelines, and outcomes. 

Enabling Client Success Managers 

• Equip CSMs with the tools, insights, and programming needed to engage institutional clients and drive measurable business outcomes. 
• Develop playbooks, training, and adoption strategies to ensure consistent and effective program execution in the field. 
• Gather feedback from CSMs and institutional clients to inform ongoing program enhancements. 
• Act as a thought partner to the field, identifying opportunities to drive deeper client engagement and unlock growth. 

Governance, Measurement & Continuous Improvement 

• Establish program governance frameworks, including KPIs, reporting, and performance tracking mechanisms. 
• Measure program effectiveness, adoption, and ROI, and provide actionable insights to senior leadership. 
• Identify opportunities to streamline processes, improve scalability, and enhance program impact. 
• Stay informed on industry trends and best practices to continuously evolve program strategy and execution. 
• Provide insights and recommendations to senior leadership based on program performance, advisor needs, and vendor capabilities. 

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:

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• 6+ years of experience in program management within financial services, institutional (i.e. bank or credit union) client management, or a related function. 
• 6+ years’ experience enabling frontline teams (e.g., Client Success, Sales, Relationship Management) through tools, programming, or playbooks. 

Core Competencies:

• Demonstrated success leading cross-functional programs and navigating complex internal stakeholder environments.  
• Proven ability to translate strategy into executable programs that drive growth, engagement, and retention. 
• Strong relationship-building and stakeholder management skills, with experience influencing at multiple levels. 
• Excellent organizational and project management abilities, with the capacity to manage multiple priorities and deadlines. 
• Strong relationship-building and influencing skills, with the ability to align stakeholders at multiple levels 
• Analytical mindset with the ability to evaluate program impact, vendor performance, and ROI. 
• Exceptional communication and presentation skills, both written and verbal

Preferences:

• Strong preference for wealth management exposure within banking and/or credit union environments.
• Master’s degree.

 

Pay Range:

$99,704.00 - $166,139.00
 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. Your recruiter will be happy to discuss all that LPL has to offer!
 

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 that allow them 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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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 (855) 575-6947.

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