AVP, Institution Program Management

LPL Financial

. Develop and execute scalable programs that enable Client Success Managers to activate growth and retention priorities within institutional client relationships.

Posted 5/7/2026full-timeTempe • Arizona, California, South Carolina • 🇺🇸 United StatesLead💰 $99,704 - $166,139 per yearWebsite

About the role

Key responsibilities & impact

Develop and execute scalable programs that enable Client Success Managers to activate growth and retention priorities within institutional client relationships.
Drive end-to-end program management, including planning, execution, communication, and performance tracking.
Build strong, trusted relationships with cross-functional stakeholders to align priorities, remove obstacles, and ensure program success.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Marketing, or a related field.
6+ years of experience in program management within financial services, institutional (i.e. bank or credit union) client management, or a related function.
6+ years’ experience enabling frontline teams (e.g., Client Success, Sales, Relationship Management) through tools, programming, or playbooks.

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

program managementperformance tracking

Soft Skills

relationship buildingcommunicationcollaboration