VP, Annuity & Insurance Growth - Advisor Engagement

Job Overview

The VP, Growth and Enablement leader is responsible for the promotion, adoption, and overall success of the annuity and insurance product lines at LPL Financial. This role achieves this by developing, executing, and measuring strategies that increase product awareness, accelerate adoption, and enhance effective utilization of the annuity and insurance within advisor practices.

Roles & Responsibilities

• Increase adoption and penetration rate of annuity and insurance products across the LPL advisor base
• Improve advisor experience and adoption of LPL tools that support annuity and insurance products
• Develop and execute advisor engagement programs, including campaigns, events, and training initiatives while measuring impact
• Develop, deliver, and analyze data-driven continuous improvement feedback loop to support informed decision making
• Grow profitability of the annuity and insurance product line.

Requirements

• Undergraduate degree in Business, Finance, or related
• 7-10+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles
• FINRA licenses 6 and 63 or willing to obtain

Core Competencies

• Deep expertise in go-to-market planning and execution
• Demonstrated experience driving product adoption, growth, or enablement initiatives, including development of messaging, campaigns, and advisor engagement strategies
• Demonstrated experience developing simplifying complex capabilities with practical implementation frameworks and advisor guidance
• Experience working with or alongside strategic partners (e.g., carriers, asset managers) and coordinating thought leadership or content
• Excellent communication and presentation skills, with proven ability to influence both advisors and senior leaders

Preferences

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

Pay Range

$135,960.00 - $226,600.00

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 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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.