VP, Business Line Strategy - Premium Affiliation

Responsibilities

• Strategy Development & Market Analysis
• Develop and refine LPL’s strategy for the Premium Affiliation offering and aligned advisor segments
• Define and evolve the Premium Affiliation value proposition, including service model, experience, and differentiation within LPL’s broader ecosystem
• Conduct competitive and market analyses to identify trends in affiliation models, advisor preferences, and operating structures
• Leverage data analytics and business intelligence to generate actionable insights that inform Premium Affiliation strategy
• Identify opportunities to expand capabilities, offerings, and experiences that strengthen the Premium Affiliation model and advisor outcomes
• Collaboration & Cross-Functional Execution
• Partner closely with Product, Business Development, Marketing, Compliance, Legal, and Advisor Engagement teams to align on Premium Affiliation strategy
• Support the integration of platforms, tools, and wealth solutions that reinforce the Premium Affiliation experience
• Career Development & Advisor Experience, Engagement & Enablement
• Translate advisor feedback, research, and internal insights into actionable enhancements for the Premium Affiliation experience
• Help define engagement models, service pathways, and support structures specific to Premium Affiliation advisors
• Develop clear messaging and materials to articulate the Premium Affiliation value proposition internally and externally
• Drive advisor satisfaction, productivity, and retention by addressing key opportunities within the model
• Project Management & Communication
• Lead or support strategic initiatives related to Premium Affiliation positioning, structure, and execution
• Career Development & Advisor Experience, Engagement & Enablement
• Manage multiple workstreams, balancing priorities across long-term strategy and near-term execution
• Proactively communicate progress, risks, dependencies, and outcomes to senior leadership through clear, executive-ready materials

Requirements

• Bachelor’s degree
• 5+ years of experience in financial services, wealth management, and/or advisor platforms
• 5+ years’ experience with affiliation models, advisor segmentation, value proposition design, and/or business line strategy

Core Competencies

• Demonstrated ability to drive and coordinate complex, cross-functional initiatives and project plans
• Strong analytical, communication, and presentation skills
• Ability to operate effectively in a dynamic environment and translate data into actionable insights

Preferences

• Advanced degree in business, strategy, or a related field
• Experience with advisor platform strategy, affiliation model design, or operating model development
• Familiarity with Salesforce, data analytics, and business intelligence tools