LPL Financial

AVP, Incentive and Reward Operations

LPL Financial

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • New York • United States

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Salary

💰 $109,600 - $182,700 per year

Job Level

Lead

About the role

  • Own the end-to-end operational execution of corporate incentive, compensation-adjacent, rewards, and advisor Club programs, ensuring accuracy, timeliness, consistency, and scalability.
  • Lead advisor Club qualification and selection processes, including eligibility determination, data validation, and final approval workflows.
  • Manage day-to-day incentive operations, including incentive calculations, validation, payouts, and reconciliation activities.
  • Ensure operational readiness for new program launches, enhancements, and annual plan changes.
  • Coordinate execution of Club-related rewards, travel programs, and recognition events in partnership with Marketing, Events, Finance, and external vendors.
  • Serve as the operational owner for incentive and Club-related issues, ensuring timely resolution and effective handoff to appropriate partners when needed.
  • Establish and maintain governance frameworks for incentive, rewards, and Club programs, including controls, documentation, and audit readiness.
  • Partner with Compliance, Legal, Risk, and Finance to ensure programs align with regulatory requirements, firm policies, and compensation governance standards.
  • Act as the primary operational liaison across Wealth Management leadership, Sales, Finance, Technology, Marketing, Events, and external vendors.
  • Oversee advisor-facing and internal communications related to incentive and Club programs, including qualification timelines, status notifications, awards, and program changes, ensuring clarity, accuracy, and compliance alignment.

Requirements

  • 4–8 years of experience in incentive operations, sales compensation, rewards programs, or related operational roles within financial services or wealth management.
  • Bachelor’s degree in Business, Finance, Operations, or related field or equivalent years’ experience.
  • 4+ years’ experience with incentive compensation programs, rewards platforms, or financial operations tools, with demonstrated experience managing complex incentive programs at scale.
  • 4+ years’ experience supporting governance, controls, and risk management in a regulated environment.
Benefits
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
incentive operationssales compensationrewards programsincentive calculationsdata validationgovernance frameworksrisk managementfinancial operationsaudit readinessprogram management
Soft Skills
leadershipcommunicationorganizational skillsproblem-solvingcollaborationattention to detailtimelinessaccuracyscalabilitystakeholder management
Certifications
Bachelor’s degree in BusinessBachelor’s degree in FinanceBachelor’s degree in Operations