VP, Business Line Strategy - Premium Affiliation

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.

Job Overview:

The Vice President, Premium Affiliation Strategy role reports to the SVP of Offering Strategy and plays a critical role in shaping how LPL defines, builds, and scales its Premium Affiliation offering and broader affiliation strategy.

This leader will help define and advance LPL’s Premium Affiliation value proposition—focusing on delivering a cohesive, differentiated experience for advisors aligned to premium affiliation models. This includes clarifying the Premium Affiliation identity within LPL, enhancing its strategic positioning, and ensuring the model drives meaningful value for advisors through tailored services, capabilities, and ways of working.

The role will partner across the organization to articulate how Premium Affiliation fits within LPL’s broader affiliation landscape, while helping evolve the model to support advisor growth, satisfaction, and long‑term retention.

Responsibilities:

Strategy Development & Market Analysis

• Develop and refine LPL’s strategy for the Premium Affiliation offering and aligned advisor segments
• Define and evolve the Premium Affiliation value proposition, including service model, experience, and differentiation within LPL’s broader ecosystem
• Conduct competitive and market analyses to identify trends in affiliation models, advisor preferences, and operating structures
• Leverage data analytics and business intelligence to generate actionable insights that inform Premium Affiliation strategy
• Identify opportunities to expand capabilities, offerings, and experiences that strengthen the Premium Affiliation model and advisor outcomes

Collaboration & Cross‑Functional Execution

• Partner closely with Product, Business Development, Marketing, Compliance, Legal, and Advisor Engagement teams to align on Premium Affiliation strategy
• Support the integration of platforms, tools, and wealth solutions that reinforce the Premium Affiliation experience
• Coordinate execution across business units to ensure alignment with strategic priorities and measurable outcomes
• Work with recruiting and onboarding teams to strengthen the positioning and attraction strategy for Premium Affiliation‑aligned advisors

Advisor Experience, Engagement & Enablement

• Translate advisor feedback, research, and internal insights into actionable enhancements for the Premium Affiliation experience
• Help define engagement models, service pathways, and support structures specific to Premium Affiliation advisors
• Develop clear messaging and materials to articulate the Premium Affiliation value proposition internally and externally
• Drive advisor satisfaction, productivity, and retention by addressing key opportunities within the model

Project Management & Communication

• Lead or support strategic initiatives related to Premium Affiliation positioning, structure, and execution
• Coordinate and manage project plans across cross‑functional stakeholders to ensure successful delivery of the Premium Affiliation strategy and roadmap
• Manage multiple workstreams, balancing priorities across long‑term strategy and near‑term execution
• Proactively communicate progress, risks, dependencies, and outcomes to senior leadership through clear, executive‑ready materials

What are we looking for?

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, and/or advisor platforms
• 5+ years’ experience with affiliation models, advisor segmentation, value proposition design, and/or business line strategy

Core Competencies:

• Demonstrated ability to drive and coordinate complex, cross‑functional initiatives and project plans
• Background in corporate strategy, consulting, or business transformation
• Strong analytical, communication, and presentation skills
• Ability to operate effectively in a dynamic environment and translate data into actionable insights

Preferences:

• Advanced degree in business, strategy, or a related field
• Experience with advisor platform strategy, affiliation model design, or operating model development
• Familiarity with Salesforce, data analytics, and business intelligence tools

#LI-PA

Pay Range:

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 the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

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.

EAC 5.19.26