What are the responsibilities and job description for the AVP, Business Line Strategy - Premium Advisor Strategy position at LPL Financial?
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Imagine having access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact. If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
The Assistant Vice President, Premium Advisor Strategy role reports to the SVP of Offering Strategy and plays a critical role in shaping how LPL attracts, serves, and supports advisors who require premium levels of service and support, and are typically focused on serving higher net worth (HNW) end-clients. This leader will define and advance LPL’s strategy to deepen engagement with advisors serving affluent and ultra‑affluent households, including by designing differentiated experiences, building enhanced overlays to existing affiliation models, and creating new ways of working that drive meaningful value for advisors who expect a premium level of support.
Responsibilities:
Strategy Development & Market Analysis
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
$129,700-$216,200/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Imagine having access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact. If you're ready to take the next step, discover what’s possible with LPL Financial.
Job Overview:
The Assistant Vice President, Premium Advisor Strategy role reports to the SVP of Offering Strategy and plays a critical role in shaping how LPL attracts, serves, and supports advisors who require premium levels of service and support, and are typically focused on serving higher net worth (HNW) end-clients. This leader will define and advance LPL’s strategy to deepen engagement with advisors serving affluent and ultra‑affluent households, including by designing differentiated experiences, building enhanced overlays to existing affiliation models, and creating new ways of working that drive meaningful value for advisors who expect a premium level of support.
Responsibilities:
Strategy Development & Market Analysis
- 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.
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
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
- Experience in HNW product, practice management, or client experience design
- Familiarity with Salesforce and business intelligence tools
$129,700-$216,200/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
- Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work: Our size is just right for you to make a real impact. Learn more here!
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
- Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC12.9.25
Salary : $129,700 - $216,200