VP, Annuity & Insurance Growth - Advisor Engagement

Posted 20 Days Ago
Be an Early Applicant
4 Locations
In-Office
136K-227K Annually
Senior level
Fintech
The Role
The VP will lead strategies to increase adoption and success of annuity and insurance products at LPL, focusing on advisor engagement and profitability. Responsibilities include developing programs, analyzing data, and collaborating with strategic partners.
Summary Generated by Built In

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:

The VP, Growth and Enablement leader is responsible for the promotion, adoption, and overall success of the annuity and insurance product lines at LPL Financial. This role achieves this by developing, executing, and measuring strategies that increase product awareness, accelerate adoption, and enhance effective utilization of the annuity and insurance within advisor practices.

The position collaborates with key internal stakeholders, institutional partners, and our annuity and insurance Strategic Partners to translate product designs into actionable client solutions that advisors can integrate into their practices. Through these efforts, the role drives broader adoption of the product lines, enhances the value of advisor practices, and contributes to improved client outcomes.

Roles & Responsibilities:

  • Increase adoption and penetration rate of annuity and insurance products across the LPL advisor base
  • Improve advisor experience and adoption of LPL tools that support annuity and insurance products
  • Develop and execute advisor engagement programs, including campaigns, events, and training initiatives while measuring impact
  • Develop, deliver, and analyze data driven continuous improvement feedback feed-back loop to support informed decision making
  • Grow profitability of the annuity and insurance product line.

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:

  • Undergraduate degree in Business, Finance, or related.
  • 7-10+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles.
  • FINRA licenses 6 and 63 or willing to obtain.

Core Competencies:

  • Deep expertise in go-to-market planning and execution
  • Demonstrated experience driving product adoption, growth, or enablement initiatives, including development of messaging, campaigns, and advisor engagement strategies
  • Demonstrated experience developing simplifying complex capabilities with practical implementation frameworks and advisor guidance.
  • Experience working with or alongside strategic partners (e.g., carriers, asset managers) and coordinating thought leadership or content.
  • Excellent communication and presentation skills, with proven ability to influence both advisors and senior leaders.

Preferences:

  • CFP, CFA, or MBA.
  • Series 7, 24, or 66.

 

Pay Range:

$135,960.00 - $226,600.00
 
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 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.


EAC 5.19.26

Skills Required

  • Undergraduate degree in Business, Finance, or related
  • 7-10+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles
  • FINRA licenses 6 and 63 or willing to obtain

LPL Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.

  • Retirement Support Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
  • Equity Value & Accessibility An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
  • Parental & Family Support Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.

LPL Financial Insights

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The Company
HQ: San Diego, CA
8,926 Employees
Year Founded: 1989

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.

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