Vice President of Client Empowerment and Practice Optimization Execution

Vice President Of Client Empowerment & Practice Optimization Execution

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 efficiencyultimately 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 timefreeing 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 :

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 :

Core competencies :

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.