VP, Advisory Programs
LPL Financial(1 month ago)
About this role
The Vice President, Advisory Programs at LPL Financial leads the Rep as PM program within the Wealth Management Group, focusing on shaping managed account offerings and driving advisor and client adoption. The role emphasizes strategic planning, analytics-driven insights, and communicating program direction to executive leadership while coordinating cross-functional initiatives and technology improvements.
Required Skills
- Advisory Programs
- Strategic Planning
- Analytics
- Project Management
- Stakeholder Management
- Presentation
- Problem Solving
- Product Management
- Cross-Functional Collaboration
- Financial Modeling
Qualifications
- BA
- MBA
- Series 65
- Series 66
- Series 7
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
View more jobs at LPL Financial →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at LPL Financial
Similar Jobs
VP, WAMS Data Strategy
Fidelity(7 days ago)
Regional Director Wealth Advisory - East
CliftonLarsonAllen LLP(11 days ago)
Regional Wealth Advisory Director - West
CliftonLarsonAllen LLP(11 days ago)
Head of Wealth Program Governance VP
State Street(12 days ago)
US Wealth Advisory SMA Specialist, Associate/VP
BlackRock(1 month ago)
VP - Wealth Advisory
OCBC Bank(1 month ago)