Job Details

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

The Strategy & Growth (S&G) organization unites strategy, experience design, and innovation to enhance the end-to-end client journey for advisors, enterprises, and institutions. S&G plays a pivotal role in defining the firm's strategic direction while delivering scalable, differentiating solutions that fuel advisor success. Our mission: proactively identify and address our clients' most significant challenges and position LPL as the destination of choice in Wealth Management.

Within S&G, the Advisor Business Line Strategy team stewards the evolution of LPL's affiliation models for independent-minded financial advisors. We are seeking a strategic, execution-oriented leader to accelerate growthparticularly within our supported modelswhile strengthening the effectiveness of our recruiting and realignment processes.

Reporting to the SVP, Advisor Business Line Strategy Growth & Profitability, this leader is accountable for defining and managing the enterprise realignment strategy and roadmap. You will convert firm-level targets into actionable plans, oversee key pilots and initiatives, and build seamless pathways for advisors entering or transitioning across LPL's affiliation models. Your work will remove friction, increase conversion, and drive long-term advisor partnership with LPL.

You will collaborate closely with Business Development, Marketing, Distribution, Success Management, Affiliation Consulting, Transitions, Field Leadership, and executive stakeholders to deliver coordinated execution across the entire advisor acquisition and conversion funnel.

Responsibilities

• Lead growth strategy and execution across affiliation models, with emphasis on supported models.
• Own and refine the enterprise realignment strategy and multi-year roadmap informed by advisor insights, performance data, competitive intelligence, and pilot outcomes.
• Plan and execute initiatives that expand awareness, deepen engagement, accelerate decision cycles, and increase adoption of supported models.
• Partner cross-functionally to scale the realignment engine, including marketing, education, pre-qualification, consultations, economic analyses, onboarding, and post-conversion support.
• Serve as strategic lead for advisor experience improvements, eliminating friction and elevating satisfaction, growth, and retention.
• Create compelling executive narratives and strategic reporting.
• Influence value leverspricing, incentives, business support, competitive positioningto increase realignment volume.
• Advise senior leaders and shape the long-term evolution of LPL's affiliation strategy and ecosystem.

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

• 710 years in GTM strategy, Business Development, Sales Enablement, consulting, or other growth-focused roles within financial services and/or technology.
• 7+ years' experience leading multi-year, cross-functional strategic initiatives.
• Ability to travel up to ~10%.

Core Competencies

• Exceptional written and verbal communication, including executive-level storytelling.
• Strong influencing and relationship-building skills across organizational levels.
• Ability to simplify complexity and drive clarity across teams.

Preferences

• Experience within advisor ecosystems, supported affiliation models, or independent advisory channels.
• Familiarity with marketing funnels, data-driven targeting, and growth strategy.
• Understanding of change management in distributed networks.
• Strong financial acumen; financial modeling experience is a plus.
• People leadership experience a plus.

Pay Range:

$159,900-$266,600/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 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.