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About the Role

The Vice President, Premium Affiliation Strategy role reports to the SVP of Offering Strategy and plays a critical role in shaping how LPL defines, builds, and scales its 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

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
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
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
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
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
Demonstrated ability to drive and coordinate complex, cross‑functional initiatives and project plans
Background in corporate strategy, consulting, or business transformation
Strong analytical, communication, and presentation skills
Ability to operate effectively in a dynamic environment and translate data into actionable insights

Skills

Salesforce
Data analytics
Business intelligence tools

Location

Remote

Work Type

Full-time

Experience Level

Vice President
5+ years

Education Level

Bachelor’s degree
Advanced degree in business, strategy, or a related field

Salary/Compensations

$159,959.00 - $266,564.00

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

About the Company

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.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business.
They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.
Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Equal Opportunity

Principals only. EOE.