What if you could lead the transformation of how Salesforce drives Client Success? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As AVP, Salesforce Analytics, you’ll play a critical role in optimizing our CRM strategy, ensuring data integrity, and delivering innovative solutions that enable our Client Success organization to thrive. If you’re ready to make an impact with cutting-edge tools and strategic thinking, discover what’s possible with LPL Financial.
Job Overview:
The AVP, Salesforce Analytics will serve as the Salesforce subject matter expert for the Client Success organization, leading CRM strategy, data governance, and system optimization. This role is responsible for driving adoption and enhancements of Salesforce, managing critical initiatives, and acting as a liaison between business stakeholders and technology teams. The AVP will combine product management, analytics, and operational rigor to deliver scalable solutions that improve efficiency and enable growth.
Responsibilities:
Own the Salesforce roadmap for Client Success, including optimization and new feature implementation.
Conduct monthly CRM audits to maintain data integrity and trust in the platform.
Act as the primary liaison between Client Success stakeholders and Product/Technology teams, translating business requirements into actionable solutions.
Develop and maintain campaign reporting and playbooks to support strategic initiatives.
Prioritize and manage backlog items, balancing current needs with future opportunities.
Support change management and training efforts to drive adoption of Salesforce tools.
Monitor downstream impacts of new configurations and ensure scalability across teams.
What are we looking for?
We’re looking for a strategic thinker and strong collaborator who thrives in a fast-paced environment and is passionate about leveraging Salesforce to deliver exceptional client experiences. Our ideal candidate combines technical proficiency with business acumen, embraces continuous improvement, and can influence outcomes without direct authority. 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:
5–10+ years of experience in Salesforce analytics, product management, or CRM strategy
Proven expertise as a Salesforce SME
Strong leadership, communication, and stakeholder management skills
Ability to work cross-functionally and drive outcomes in an agile environment
Proficiency in data analysis, Excel, and PowerPoint
Core Competencies:
Strategic Agility
Problem Solving & Decision Making
Operational Rigor
Leadership & Influence
Preferences:
Experience in financial services or fintech
Familiarity with agile methodologies and product lifecycle management
Advanced presentation and roadmap development skills
Salesforce certification preferred
Pay Range:
$100,275-$167,125/yearActual 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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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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Top Skills
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
