Vice President of Client Empowerment and Practice Optimization Execution

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:

As the Vice President of Client Empowerment & Practice Optimization Execution, you will lead the execution of strategic initiatives that enhance the experience of financial advisors and their teams. Your mission is to empower advisors through education, digital engagement, and operational efficiency—ultimately helping them grow their practices and better serve their clients.

You’ll work across multiple channels (e.g., digital platforms, contact centers, advisor tools) and collaborate with stakeholders to deliver programs that are insight-driven, scalable, and personalized.

Responsibilities:

• Launch Go-to-Market Programs: Roll out new advisor onboarding experiences and lead engagement campaigns through a variety of methods, such as hosting webinars, peer-led sessions, and creating toolkits, to ensure advisors and their office staff adopt quickly and effectively.
• Design Practice Optimization Programs: Develop initiatives that helps advisors automate tasks, streamline tools, and reduce service and operational time—freeing up time for client engagement.
• Manage Strategic Relationships: Serve as a trusted partner to relationship managers and advisors and incorporating strategies to gather feedback, share insights, and co-create solutions that improve their experience with LPL’s platforms.
• Align Multi-Channel Journeys: Collaborate with tech, product, and other teams to ensure advisors have a seamless and optimal experience across channels.
• Scale Personalization with AI Tools: Utilize data from the centers of influence and relationship managers to understand where advisors are on their journey to deliver tailored content and programs that help drive efficiency and practice optimization.

How You'll Drive Impact

• Use Data to Improve Experiences: Utilize call center data to identify top service pain points and work with the relationship managers and other centers of influence to simplify the process or create self-service guides.
• Drive Transparency on Engagement Scorecards: Utilize proficiency and engagement dashboards that track advisor engagement across digital tools, service channels, and educational programs—helping teams prioritize outreach and support.
• Champion Innovation & Culture: Lead initiatives like “Advisor Service Experience Labs” where advisors test new tools and provide feedback before full rollout. Foster a culture of experimentation and continuous learning.
• Drive Change Across the Organization: Partner with senior leaders to align on KPIs, secure buy-in for new programs, and ensure execution is consistent across departments.

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:

• Relationship management across advisor channels and service teams.
• Strategic thinking with a data-driven mindset.
• Excellent communication and storytelling skills.
• Passion for technology and its role in empowering advisors.
• Proven success in launching scalable engagement programs (e.g., onboarding, digital adoption, service transformation).
• Strong background in change management and cross-functional collaboration

 

Pay Range:

$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!

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.

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