Vice President, Employee Development Leader

Are you ready to lead the transformation of financial advisor training and development at one of the nation’s leading financial firms? Join LPL Financial and be at the forefront of innovation and excellence.

Job Overview:

As the Vice President, Employee Development Leader, you will be at the helm of a dynamic team, driving the development of our most important asset—our people. You'll be a key player in strategic initiatives and cross-organizational projects, showcasing your strategic thinking and ability to juggle multiple priorities with finesse.

In this role, you will empower advisors across all facets of practice management, from leadership and business development to client experience and wealth planning. You'll guide them through critical stages of progression and succession, ensuring they thrive at every step.

Your responsibilities will include coaching, facilitating training, developing impactful content, and executing top-tier programs. You'll forge strong partnerships with LPL Field Leadership, playing a pivotal role in accelerating advisor success and growth.

This role will support our Home Office and Field Investor Focused Solutions models managing support staff, and partnerships across lines of businesses. The EDA Leader will manage their team through the design and development of a program and training team that is accountable for employee and manager development. The individual in this role will be responsible for leading end-to-end program development.

Your primary responsibilities include:

• Collaborating with business partners and subject matter experts to design and build an elite training program.

• Recruiting a team of trainers responsible for supporting growth of the business, delivering new business solutions and high-impact process improvements.

• Setting and executing on the long-term strategic vision of the Investor Focused Solutions and Field Management channels at LPL.

• Not only training advisors but guiding leaders and operations through strategic success.

• Building training and development programs that attract the nation’s top talent.

The successful leader will:

• Be able to successfully build and cultivate strong, trusting business partnerships.

• Ensure advisors are meeting and achieving training and development milestones.

• Create a culture focused on client experience and program excellence.

• Work closely with advisors, preparing them for a successful transition to future advisor opportunities within LPL.

• Develop a track record of high performing employees who deliver quality client experiences.

• Be able to communicate plans and progress to senior leaders.

• Stay current with new industry strategies and offerings related to development and training materials to implement to appropriate teams.

• Quickly identify opportunities for ongoing training needs via training versus performance gap analysis.

Key Responsibilities:

• Partner with leadership to develop programs and strategies to promote growth, increase productivity and deliver client value of leaders and advisor teams.

• Lead in person and remote coaching. Lead facilitation, content design and development of coaching programs.

• Develop direct reports and teach coaching fundamentals to enable managers to support advisor success and growth.

• Provide ongoing development to managers on leadership and coaching through one-on-one, group, and train-the-trainer methods.  

• Engage with advisors to coach through all aspects of practice including leadership, business management, business development, client experience, wealth planning and solution delivery in order to improve performance, accelerate growth and enhance client satisfaction.

• Support advisors through practice stages such as teaming, mergers/acquisition and succession.

• Collaborate closely with business leaders and execute on strategic decision making.

• Promote best practice sharing amongst advisors and branch managers about tactics to increase capacity and growth the business.

• Work with vendors and external partners where necessary for ongoing development of employees.

What are we looking for?

We want strong collaborators who can deliver a world-class training experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and excel at executing strategies that foster creativity and continuous improvement.

Requirements:

• Series 7

• Experience working with financial advisors, branch and home office support teams preferred

• Deep understanding of the FA practices, functions and stages

• Demonstrates genuine interest, curiosity and empathy 

• Advanced ability to manage complex interpersonal situations and create a safe, constructive space to problem solve

• Travel for onsite coaching and throughout the country.

Qualifications:

• Ideally, 5+ years of experience as a management, business, or organizational consultant/coach.

• Prefer 7+ years in financial industry (can include advisor experience).

• Ability to motivate employees, build teams and drive outcomes.

• Excellent communication and interpersonal skills, with the ability to build trust and respect while at the same time being able to maintain the integrity of the model.

• A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.

• Excellent communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert, as well as the ability to frame complex issues visually.

• Demonstrated ability to influence at all levels and lead change.

• Awareness of industry dynamics and best practices.

Join us at LPL Financial and become a key player in revolutionizing the financial advisory industry. If you are a visionary leader with a passion for nurturing and developing top talent, we want to connect with you.

 

Pay Range:

$125,100-$208,500/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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