The Private Wealth Program Manager is responsible for overseeing the operational infrastructure and day-to-day program management of the Private Wealth advisory platform. This role serves as the central point of coordination between advisors, LPL Financial, product partners, and internal stakeholders to ensure seamless execution of advisor onboarding, compensation processes, client servicing, and platform initiatives.

The Program Manager combines strong operational leadership, relationship management, and problem-solving capabilities to enhance advisor experience, support client outcomes, and drive strategic business initiatives across the Private Wealth organization.

The annual salary range for this position is $127,900-$258,600 plus incentive bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

LPL Platform Oversight & Governance

• Serve as primary liaison with LPL Financial on operational, contractual, and administrative matters
• Maintain oversight of LPL contract items and act as an authorized signer as required
• Escalate issues to LPL and ensure timely resolution of advisor and client-related matters
• Manage participation in LPL pilot programs and coordinate conference access, benefits, and sponsorship engagement
• Submit compensation and structural changes to LPL for approval

Advisor Lifecycle Management

• Oversee end-to-end advisor lifecycle, including onboarding, onboarding support, and terminations
• Conduct initial calls with prospective recruits and support recruiting and integration efforts
• Lead new advisor onboarding and training program (including structured multi-session curriculum)
• Provide ongoing guidance on professional designations and advisor development processes

Compensation & Revenue Administration

• Review and approve monthly advisor commission payouts
• Resolve commission-related issues and escalate discrepancies as needed
• Oversee compensation plan administration, including changes and interpretation
• Submit and manage payments for advisors in sunset or transitional compensation plans
• Ensure all compensation processes are accurate, timely, and compliant 

Advisor Support & Practice Management

• Partner with advisors on client case discussions, providing operational and strategic guidance
• Support account transfers and key operational workflows impacting client accounts
• Manage rep code setup, split arrangements, and compensation structure updates
• Coordinate product partner engagement to support advisor solutions and client needs
• Deliver consistent advisor communications regarding platform updates, policies, and initiatives 

Client Experience & Issue Resolution

• Review and approve client accommodation requests in alignment with firm standards
• Oversee and resolve client complaints, ensuring timely, professional outcomes
• Maintain high standards for client experience across operational touchpoints 

Compliance, Controls & Approvals

• Approve advisor client marketing expenses in accordance with policy and budget guidelines
• Ensure appropriate access is granted to advisor systems and rep IDs
• Coordinate P-Card allocation processes with internal finance partners
• Support adherence to regulatory requirements and internal risk management protocols 

Business Operations & Strategic Initiatives

• Lead and support key projects that enhance advisor experience, platform scalability, and operational efficiency
• Coordinate speakers, sponsors, and logistics for in-person advisor meetings and events
• Partner with internal teams and product partners to execute strategic initiatives
• Identify opportunities to improve workflows, reduce friction, and enhance program effectiveness 

Key Competencies for the Position

• Execution Excellence – Drives operational efficiency and ensures consistent, high-quality outcomes
• Strategic Thinking – Aligns day-to-day activities with broader organizational priorities
• Relationship Management – Builds strong partnerships across advisors, product partners, and external vendors
• Problem Solving & Decision Making – Identifies issues quickly and delivers effective, timely solutions
• Communication – Clearly and effectively communicates across diverse stakeholder groups
• Adaptability – Thrives in a dynamic environment with evolving priorities and initiatives
• Culture Champion – Demonstrates Old National’s values and commitment to client and community success 

Qualifications and Education Requirements

• Bachelor’s degree in Finance, Business, or related field required
• 5–10+ years of experience in wealth management, advisor platform operations, or financial services
• Experience working with LPL Financial or similar broker-dealer platform preferred
• Strong understanding of advisor compensation structures, onboarding processes, and operational workflows
• Proven ability to manage multiple priorities, deadlines, and complex processes simultaneously
• Strong communication, organizational, and stakeholder management skills
• Ability to work effectively across teams and functions in both in-person and virtual environments
• Knowledge of regulatory and compliance considerations within wealth management
• Willingness to travel as needed