VP, Business Line Strategy - Premium Affiliation
About the role
The Vice President, Premium Affiliation Strategy role at LPL Financial plays a critical role in shaping the Premium Affiliation offering and broader affiliation strategy. This leader will help define and advance LPL’s Premium Affiliation value proposition, focusing on delivering a cohesive, differentiated experience for advisors aligned to premium affiliation models.
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. Coordinate execution across business units to ensure alignment with strategic priorities and measurable outcomes. Work with recruiting and onboarding teams to strengthen the positioning and attraction strategy for Premium Affiliation-aligned advisors.
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. Coordinate and manage project plans across cross-functional stakeholders to ensure successful delivery of the Premium Affiliation strategy and roadmap. Balance 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