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AVP, Program Activation

AVP, Program Activation

LPL FinancialFort Mill, SC, US
4 days ago
Job type
  • Full-time
Job description

Assistant Vice President, Program Activation

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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.

    • 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).
  • 68 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!

    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 institutions, 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.

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