Job Overview
The VP, Affiliation Consultant serves as a senior strategic leader and trusted advisor to financial advisors evaluating their long-term affiliation with LPL. This role owns the firm’s most complex, high-value conversion opportunities and materially contributes to LPL’s organic growth strategy and broader corporate development priorities.
As a senior member of the team, this VP leads executive-level engagements, shapes go-to-market strategy, and influences outcomes across a diverse stakeholder landscape. Success requires a combination of deep industry expertise, enterprise selling capability, and the ability to drive alignment across advisors, field leadership, and internal partners.
Responsibilities
- Own and drive a portfolio of large, complex affiliation opportunities, from origination through close
- Lead executive-level, consultative engagements with advisors and enterprise clients, aligning LPL solutions to long-term strategic objectives
- Serve as a thought partner on affiliation strategy, including platform positioning, deal structuring, and competitive differentiation
- Maintain deep expertise in LPL affiliation models, capabilities, and forward roadmap; translate into compelling value propositions
- Partner cross-functionally with senior leaders across the firm to design and deliver tailored, scalable solutions
- Influence and support broader business development strategy, including pipeline strategy, market targeting, and program evolution
- Drive accountability for outcomes, including revenue contribution, conversion rates, and strategic client wins
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 required
- 10+ years of experience in the independent broker-dealer or wealth management space
- Demonstrated success leading complex, high-value sales or affiliation conversions
- Deep expertise in advisor business models and affiliation structures
- Strong proficiency with Salesforce and Microsoft Office tools
Core Competencies
- Executive presence and ability to influence senior stakeholders
- Advanced consultative selling and negotiation skills
- Strong financial and strategic acumen
- Ability to navigate and lead through complexity
- Exceptional communication and storytelling capabilities
Preferred Qualifications
- FINRA Series 6, 7, and 66
Pay Range:
179,200.00 - 298,650.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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!
