Full Job Description
Job Overview:
The Retirement Partners team within LPL Financial's Wealth Management division is responsible for delivering a market-leading suite of retirement solutions that enable advisors and their clients to achieve better retirement outcomes. The team drives product strategy, platform innovation, pricing, advisor engagement, and business growth across the retirement ecosystem.
The Vice President, Distribution Strategy will play a critical leadership role in advancing LPL's Wealth and Retirement convergence strategy. This executive will be responsible for developing and executing initiatives that strengthen advisor engagement, enhance service delivery, and create scalable operating models that help advisors seamlessly integrate retirement and wealth management solutions into their practices.
Responsibilities:
Distribution Strategy & Execution
• Lead strategic initiatives designed to accelerate the integration of retirement and wealth capabilities.
• Develop scalable engagement models that support advisor growth and deepen client relationships.
Advisor Relationship Management
• Develop and execute relationship management strategies for key retirement and wealth advisors.
• Create a differentiated advisor experience that drives loyalty and engagement.
Service Model Leadership
• Design and implement service strategies that enhance advisor satisfaction and operational effectiveness.
• Drive continuous improvement efforts focused on efficiency and service excellence.
Key Success Metrics:
• Advisor Net Promoter Score (NPS)
• Assets Under Management (AUM) Retention
• Growth of the Wealth & Retirement Advisor Segment
• Advisor Engagement and Adoption
• Service Effectiveness and Satisfaction
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:
• 15+ years of financial services, wealth management, retirement services, relationship management & distribution leadership experience
• Proven ability to drive strategic initiatives and business growth
• Strong relationship-building, leadership, and communication skills
Preferences:
• Advanced degree (MBA or equivalent)
• Relevant industry credentials
• Experience leading advisor experience or service model transformation initiatives
#LPL-PA
Pay Range:
$146,466.00 - $244,110.00
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!
