AVP, Business Line Strategy – Premium Advisor Strategy
LPL Financial
full-time
Posted on:
Location Type: Hybrid
Location: San Diego • Arizona • California • United States
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Salary
💰 $129,700 - $216,200 per year
Job Level
About the role
- Develop and refine LPL’s firm-wide strategy for advisors that demand a premium experience for themselves and their clients
- Define differentiated value propositions and service models tailored to HNW-oriented practices.
- Conduct competitive assessments and market analyses to identify trends and opportunities.
- Leverage data analytics and business intelligence to deliver actionable insights.
- Identify opportunities to expand products, capabilities, and experiences that elevate the advisor and client journey.
- Partner with Product, Business Development, Marketing, Compliance, Legal, and Advisor Engagement teams.
- Support integration of technology and wealth solutions tailored to HNW advisors.
- Coordinate execution across business units to ensure alignment and measurable outcomes.
- Work with recruiting teams to enhance how LPL attracts premium focused advisors.
- Translate advisor feedback and market research into actionable recommendations.
- Develop new engagement models and service pathways.
- Create executive-ready strategic briefings.
- Drive advisor satisfaction and retention by addressing key pain points.
- Lead or support major strategic initiatives.
- Manage multiple workstreams and prioritize deliverables.
- Proactively communicate progress, risks, and milestones.
Requirements
- Bachelor’s degree
- 5+ years of experience in financial services, wealth management, or advisor platforms
- Understanding of HNW market and premium advisor business models
- Experience in corporate strategy, business line strategy, or consulting
- Strong communication, analytical, and presentation skills
- Ability to work in a dynamic environment and synthesize data into insights
- Advanced degree in business, strategy, or related field (preferred)
- Experience in HNW product, practice management, or client experience design (preferred)
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
data analyticsbusiness intelligencemarket analysiscompetitive assessmentcorporate strategybusiness line strategyconsultingclient experience designpractice managementHNW product
Soft Skills
communicationanalytical skillspresentation skillsprioritizationcollaborationstrategic thinkingproblem-solvingadaptabilityleadershipproject management
Certifications
Bachelor's degreeadvanced degree in businessadvanced degree in strategy