AVP Institution Marketing - Strategic Partnerships

Job Overview

The AVP of Institution Marketing –Strategic Partnerships will serve as the primary marketing relationship lead for LPL’s largest institutional clients — including Prudential and Equitable — while also emerging as a subject matter expert and internal champion for artificial intelligence and its application within our marketing practice.

Responsibilities

• Marketing Strategy Development: Lead the development, coordination, and delivery of integrated marketing and communications plans for each strategic partner

• Coordination and Communication: Facilitate effective communication between LPL and partner marketing teams to ensure alignment on goals, messaging, and execution

• Integration of Marketing Efforts: Oversee the customization of LPL marketing initiatives for each enterprise partner, ensuring that content, messaging, timing, and approval workflows are appropriately adapted for each client’s unique requirements

• Project Management: Oversee joint marketing projects from inception to completion, ensuring timely delivery and budget adherence

• Stakeholder Management: Build and sustain trusted, senior-level relationships with key stakeholders at partner organizations, including VP- and Director-level contacts across marketing, product, relationship management, and project management functions

• Operating Model: Develop and maintain a partnership operating model, including clear RACI frameworks, communication cadences, and escalation pathways that enable consistent, high-quality support at scale

• Reporting & Planning: Deliver regular performance reports and insights on joint marketing efforts to inform decision-making and strategy refinement

• Problem Solving: Proactively address challenges or conflicts between teams, identifying solutions that support shared success

• Competitive Analysis: Conduct market and competitor research to identify opportunities, threats, and strategic positioning insights

• Product and Service Updates: Manage the partner communications change management process — partnering with internal Product Marketing, Corp Comms, Digital Marketing, and Client Success teams to ensure enterprise partners are proactively informed of upcoming product, technology, and operational changes affecting their advisors

• Event Marketing: Support event marketing efforts for Strategic Partner conferences and advisor recognition events, including on-site presence, lead capture strategy, follow-up execution, and results reporting

• Relationship Management: Cultivate strong, ongoing relationships with the Strategic Partnership account team and leadership through regular engagement and feedback loops

• AI Innovation: Serve as subject matter expert in artificial intelligence, championing AI adoption broadly across the team, providing advocacy to embed AI-native practices into day-to-day marketing operations

Requirements

• Bachelor’s degree in Marketing, Business, Communications, or related field
• 5-8 years of experience in B2B marketing, strategic partnerships, or related roles
• 5+ years’ experience working in or closely within client-facing environments, including presenting to and influencing senior stakeholders (VP-level and above)
• 3+ years’ experience with AI tools and platforms, with a credible perspective on how AI can be applied to marketing workflows; ability to advocate for and lead AI adoption within a team

Core Competencies

• Executive presence
• Agency speed
• Strategic ambition backed by executional range
• AI curiosity and credibility
• Collaborative tenacity
• Growth mindset
• Project leadership and coordination
• Analytical rigor

Preferences

• Experience working at a marketing agency
• Background in financial services, wealth management, or a similarly regulated industry
• MBA or equivalent advanced degree