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LPL Financial

AVP, Affiliation Consulting

LPL Financial

. Develop, manage, and advance a robust pipeline of affiliation conversion opportunities.

Posted 4/22/2026full-timeSan Diego • California, South Carolina • 🇺🇸 United StatesLead💰 $118,100 - $196,900 per yearWebsite

About the role

Key responsibilities & impact
  • Develop, manage, and advance a robust pipeline of affiliation conversion opportunities.
  • Lead strategic, consultative engagements with advisors to understand business objectives and guide evaluation of affiliation models best aligned to their goals.
  • Maintain specialized expertise regarding LPL’s affiliation models, including existing capabilities and the roadmap for future development.
  • Build strong relationships and partner cross-functionally with internal business partners to develop innovative solutions to meet advisor needs.
  • Support strategic initiatives to drive affiliation opportunities and related program management deliverables.

Requirements

What you’ll need
  • Bachelor’s degree
  • Minimum 5 years of experience in an independent broker-dealer setting, demonstrating deep understanding of advisor affiliation models
  • 5+ years’ experience with Salesforce and Microsoft Office products
  • Highly motivated and resilient by achieving sales targets consistently
  • Strong communication skills with the ability to effectively engage leaders, advisors, and internal partners
  • Excellent oral and written communication skills

Benefits

Comp & perks
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
affiliation conversionprogram managementsalesforceMicrosoft Officeadvisor affiliation models
Soft Skills
strong communicationconsultative engagementrelationship buildingcross-functional collaborationmotivationresilience
Certifications
Bachelor’s degree