AVP, Program Activation

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:

The Assistant Vice President, Program Activation, is responsible for managing strategic vendor partnerships and delivering impactful programs that enhance advisor engagement and success. This role serves as a key connector between external vendors, internal stakeholders, and financial advisors, ensuring that programming initiatives are executed seamlessly and aligned with the firm’s strategic priorities. The Program Manager will oversee vendor governance, lead cross-functional collaboration, and continuously evaluate program effectiveness to drive value for advisors and the organization.

This is a highly visible role requiring strong relationship management skills, operational discipline, and the ability to balance multiple priorities in a fast-paced environment. The ideal candidate will combine strategic thinking with hands-on program execution and a passion for supporting advisor success.

Roles & Responsibilities:

Vendor Relationship Management

• Serve as the primary point of contact for key external vendors, ensuring strong, collaborative, and growth results-oriented partnerships.
• Negotiate, manage, and monitor vendor contracts, service-level agreements (SLAs), and performance metrics to ensure alignment with business objectives.
• Coordinate regular vendor business reviews to assess service quality, identify improvement opportunities, and ensure compliance with organizational standards.
• Partner with leadership to identify strategic opportunities for vendor-supported advisor programs.

Advisor Programming Oversight

• Design, plan, and execute advisor-facing programs, workshops, and initiatives that enhance advisor engagement and success.
• Collaborate with internal teams (e.g., product, marketing, compliance, operations) to develop programming content and ensure seamless delivery.
• Track program participation, feedback, and outcomes to measure effectiveness and continuously improve offerings.
• Facilitate communication between advisors, vendors, and internal teams to ensure programming is relevant, impactful, and aligned with strategic goals.

Governance & Reporting

• Develop and maintain reporting mechanisms to track vendor performance, program ROI, and advisor satisfaction.
• Provide insights and recommendations to senior leadership based on program performance, advisor needs, and vendor capabilities.
• Ensure adherence to regulatory, compliance, and internal risk management standards throughout vendor and advisor programming activities.

Continuous Improvement

• Stay current with industry best practices, emerging technologies, and competitive benchmarks to inform program design and vendor strategy.
• Introduce process efficiencies, tools, and frameworks to enhance vendor management and program delivery.

What we’re 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 in Business, Finance, Marketing, or a related field (Master’s preferred).
• 6–8 years of experience in program management, or a related function within financial services or professional services.
• Experience managing vendor relationships, contracts, and performance metrics.

Core Competencies:

• Proven track record of designing, delivering, and scaling advisor- or client-facing programs.
• Strong relationship-building and stakeholder management skills, with experience influencing at multiple levels.
• Excellent organizational and project management abilities, with the capacity to manage multiple priorities and deadlines.

 

Pay Range:

$115,688-$192,813/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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