AVP, Annuity & Insurance Growth - Advisor Engagement

Job Overview

The AVP, Growth and Advisor Enablement supports the advancement and adoption of LPL’s annuity and insurance product lines by executing targeted growth and engagement strategies.

Roles & Responsibilities

• Support initiatives to increase adoption and utilization of annuity and insurance products across the LPL advisor base
• Execute programs that enhance advisor experience with tools, platforms, and solutions supporting annuity and insurance offerings
• Develop and deliver advisor engagement efforts, including campaigns, training, and events, and track performance against defined metrics
• Contribute to a data-driven feedback loop by gathering, analyzing, and synthesizing advisor insights to inform continuous improvement
• Partner with senior leadership to support growth and profitability objectives for annuity and insurance product lines

Requirements

• Undergraduate degree in Business, Finance, or related
• 5-7+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles
• FINRA licenses 6 and 63 or willing to obtain

Core Competencies

• Experience supporting go-to-market execution, advisor engagement, or product enablement initiatives
• Ability to simplify and communicate complex product capabilities into actionable guidance for advisors
• Experience collaborating with internal teams and external partners (e.g., carriers, asset managers)
• Strong communication and presentation skills with ability to influence cross-functional partners

Preferences

• CFP, CFA, or MBA
• Series 7, 24, or 66