LPL Financial

AVP, Annuity & Insurance Growth - Advisor Engagement

LPL Financial$109K — $182K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Business, Finance, or related field
  • 5-7+ years of experience in wealth management, annuities, or insurance strategies
  • FINRA licenses 6 and 63 or willingness to obtain
  • Experience in go-to-market execution or advisor engagement
  • Strong communication and presentation skills

Responsibilities

  • Support initiatives to increase adoption of annuity and insurance products
  • Execute programs enhancing advisor experience with relevant tools and solutions
  • Develop and deliver advisor engagement efforts, including training and campaigns
  • Track performance of initiatives against defined metrics
  • Contribute to a data-driven feedback loop to inform improvements
  • Partner with senior leadership to achieve growth and profitability in product lines

Benefits

  • 401k matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

The AVP, Growth and Advisor Enablement supports the advancement and adoption of LPL's annuity and insurance product lines by executing targeted growth and engagement strategies. This role focuses on translating product capabilities into practical, advisor-ready solutions and programs that improve awareness, usability, and incorporation into advisor practices.

Working in close partnership with internal stakeholders, distribution teams, and strategic partners, this position contributes to the development and implementation of initiatives that enhance advisor experience and drive increased utilization of annuity and insurance solutions. The AVP plays a key role in delivering measurable outcomes through campaigns, training, and feedback-driven enhancements, while helping to inform broader strategy through insights and analysis.

Roles & Responsibilities:
  • Support initiatives to increase adoption and utilization of annuity and insurance products across the LPL advisor base
  • Execute programs that enhance advisor experience with tools, platforms, and solutions supporting annuity and insurance offerings Develop and deliver advisor engagement efforts, including campaigns, training, and events, and track performance against defined metrics
  • Contribute to a data-driven feedback loop by gathering, analyzing, and synthesizing advisor insights to inform continuous improvement
  • Partner with senior leadership to support growth and profitability objectives for annuity and insurance product lines


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.
  • 5-7+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles.
  • FINRA licenses 6 and 63 or willing to obtain.


Core Competencies:
  • Experience supporting go-to-market execution, advisor engagement, or product enablement initiatives
  • Ability to simplify and communicate complex product capabilities into actionable guidance for advisors
  • Experience collaborating with internal teams and external partners (e.g., carriers, asset managers)
  • Strong communication and presentation skills with ability to influence cross-functional partners


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


Pay Range:
$109,283.00 - $182,104.00
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!

About LPL Financial

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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