AVP, Industry Research & Competitive Strategy – Affiliation Models
LPL Financial
full-time
Posted on:
Location Type: Office
Location: San Diego • Arizona • California • United States
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Salary
💰 $129,700 - $216,200 per year
Job Level
About the role
- Serve as the point person for continuous research on the independent, hybrid, and corporate RIA marketplaces.
- Evaluate competitor platforms, pricing, capabilities, technology stacks, service models, and go‑to‑market strategies.
- Track competitive moves, new entrants, and ecosystem changes to identify risks, opportunities, and white space.
- Build and maintain structured intelligence frameworks, dashboards, and reporting on industry trends.
- Monitor regulatory and legislative developments that impact advisor business models, affiliation options, or broker‑dealer/RIA operations.
- Analyze proposed rules, industry commentary, and regulatory guidance to assess implications for LPL and its advisors.
- Translate marketplace insights into actionable strategy to evolve LPL’s affiliation offerings.
- Assess how macro trends impact advisor preferences and expectations.
- Partner with Product, Business Development, Finance, Advisor Growth, and Marketing organizations to ensure strategic alignment.
Requirements
- Bachelor’s degree
- 5+ years of experience in financial services, consulting, strategy, competitive intelligence, or research
- Deep understanding of wealth management ecosystems, advisor business models, and industry trends
- Strong analytical, critical thinking, and problem‑solving skills
- Ability to synthesize large amounts of information into clear, concise findings
- Strong communication and presentation skills
- Ability to influence stakeholders and work cross‑functionally in a dynamic 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
competitive intelligencedata analysismarket researchreportingregulatory analysisstrategic alignmentpricing evaluationtechnology stack evaluationdashboard creationrisk assessment
Soft Skills
analytical skillscritical thinkingproblem-solvingcommunication skillspresentation skillsinfluencing skillscross-functional collaborationsynthesis of informationdynamic environment adaptabilitystakeholder engagement
Certifications
Bachelor's degree