What are the responsibilities and job description for the VP, Practice Management Consultant position at LPL Financial?
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have 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:
Do you enjoy partnering directly with advisors and relationship managers to help them grow their businesses and deliver exceptional outcomes for investors? Is it fulfilling to you to design solutions that streamline operations, optimize efficiency, and maximize impact across an organization? If so, then this could be the role for you!
We are seeking a dynamic and strategic Vice President of Practice Management Consulting to empower our field leaders and independent advisors to achieve sustainable growth, operational excellence, and exceptional client outcomes.
This role serves as a bridge between strategic vision and execution—helping teams “connect the dots” between business strategy, operational delivery, and advisor effectiveness. The VP will act as a trusted coach and thought partner to field leaders, relationship managers, and independent advisors, driving alignment between firm strategy and advisor practice performance.
Responsibilities:
Field Leader & Advisor Coaching
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:
$141,188-$235,313/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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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.
EAC1.22.25
Job Overview:
Do you enjoy partnering directly with advisors and relationship managers to help them grow their businesses and deliver exceptional outcomes for investors? Is it fulfilling to you to design solutions that streamline operations, optimize efficiency, and maximize impact across an organization? If so, then this could be the role for you!
We are seeking a dynamic and strategic Vice President of Practice Management Consulting to empower our field leaders and independent advisors to achieve sustainable growth, operational excellence, and exceptional client outcomes.
This role serves as a bridge between strategic vision and execution—helping teams “connect the dots” between business strategy, operational delivery, and advisor effectiveness. The VP will act as a trusted coach and thought partner to field leaders, relationship managers, and independent advisors, driving alignment between firm strategy and advisor practice performance.
Responsibilities:
Field Leader & Advisor Coaching
- Serve as a strategic consultant and coach to field leaders and independent advisors, helping translate firm priorities into actionable practice strategies.
- Facilitate leadership coaching sessions focused on business development, client experience, and growth acceleration.
- Partner with field leaders to identify advisor needs, shape engagement strategies, and scale impact across the field.
- Design and deliver practice management frameworks that connect growth strategy to operational execution—helping advisors turn strategy into measurable business outcomes.
- Develop and implement scalable programs that enhance advisor productivity, revenue generation, and client retention.
- Collaborate across internal business units (distribution, technology, marketing, and product) to align growth initiatives with firmwide objectives.
- Leverage operational insights to help advisors streamline workflows, optimize staffing, and adopt technology that supports sustainable growth.
- Translate field feedback into actionable insights that inform process improvements and strategic decisions at the enterprise level.
- Partner with operations and enablement teams to ensure seamless delivery of practice management resources and tools.
- Equip field leaders with coaching tools, insights, and frameworks to effectively guide advisors in building scalable, client-centric practices.
- Promote collaboration between field leaders and home office partners to create consistency and excellence in advisor engagement and outcomes.
- Ensure that practice management strategies directly enhance the advisor experience and, ultimately, the investor experience.
- Measure success using data-driven metrics, linking advisor growth, operational efficiency, and client satisfaction.
- Stay ahead of industry trends in practice management, advisor development, and leadership effectiveness.
- Leverage data analytics and digital tools to modernize coaching and learning delivery methods.
- Champion a culture of continuous improvement, innovation, and field empowerment.
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:
- 10–15 years of experience in wealth management, practice management consulting, or advisor development leadership
- Bachelor’s degree
- Series 7 and 66
- Deep understanding of independent advisor business models, field engagement, and growth strategy
- Proven success coaching both field leaders and advisors to drive measurable business transformation
- Extensive knowledge of the client segment, organization, product, industry, and end customer (including financial institutions)
- Strong command of operational frameworks, business planning, and client experience design
- Exceptional consultative, communication, and influencing skills; comfortable engaging with senior executives and top-producing advisors
- Strategic thinker with the ability to translate vision into practical, scalable solutions
- Ability to travel up to 25% of the time
- Advanced degree or professional designation (MBA, CFP®, CIMA®)
$141,188-$235,313/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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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.
EAC1.22.25
Salary : $141,188 - $235,313
