VP, Corporate RIA Channel Strategy

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Vice President, Corporate RIA Channel Strategy reports to the Senior Vice President of 1099 Business Lines and will be responsible for supporting the development and execution of strategy across the firm's dually registered and corporate RIA affiliation models for our independent advisors. This role involves contributing to strategic planning, project management, enhancing the advisor experience, and collaborating with cross-functional teams to drive growth.

Responsibilities:Strategy Development and Analysis

• Assist in creating and evaluating strategic initiatives for our independent advisor affiliation models.
• Help define and evolve the value proposition on our corporate RIA for advisors and independent wealth management firms, considering their unique needs and market trends.
• Leverage market data to assist with competitive assessments, identify market opportunities, and inform strategic recommendations.
• Conduct market analysis to monitor industry trends, developments, and competitive moves to inform strategy.
• Data analytics, drawing upon large, disparate data-sets that when combined, release actionable business insights.

Collaboration and Execution Support

• Work closely with cross-functional teams, including Product, Business Development, Compliance, Legal and Client Success to support the execution of tactical plans that enhance the advisory experience.
• Support the integration of technology and business solutions that improve advisor efficiency and service capabilities.
• Coordinate efforts across multiple business units and departments to ensure alignment and progress on strategic projects.

Advisor Enablement and Experience

• Synthesize advisor feedback and business intelligence into insights and data-driven recommendations to improve the advisor experience.
• Create briefing materials for key internal and external meetings, summarizing analysis for senior leadership.
• Support efforts to increase advisor satisfaction and retention by identifying and addressing key pain points.
• Provide strategic expertise and operational support to expand our efforts to further develop our multi-custody capabilities.

Communication and Project Management

• Project Management and execution of key strategic initiatives that span multiple stakeholders and departments.
• Assist in communicating initiative details proactively to stakeholders across the organization.
• Help manage multiple project requests of various sizes and scopes, ensuring tasks are prioritized and delivered in a timely manner.

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
• 5+ years of experience in financial services, with knowledge of wealth management or advisory platforms
• Familiarity with various advisory business models (e.g., independent, hybrid, institutional)
• Experience in corporate strategy, product management, or strategic program management
• Strong communication, presentation, and analytical skills, with the ability to summarize complex information
• Ability to work both independently and collaboratively in a fast-paced, dynamic environment

Preferences:

• Advanced degree in business strategy or related field
• Experience with Salesforce and other business intelligence tools

 

Pay Range:

$141,188-$235,313/year
 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. 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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