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About the Role

The AVP, Insurance Partner Performance & Governance is responsible for maximizing the value, effectiveness, and performance of LPL Financial's existing insurance partner ecosystem. This leader serves as the primary executive owner of carrier and BGA relationships, ensuring strong governance, service excellence, operational effectiveness, and accountability across all partnerships. The role focuses on optimizing existing relationships through performance management, oversight, issue resolution, continuous improvement, and advisor experience enhancement.

Responsibilities

Serve as the executive relationship manager for existing insurance carrier and BGA partnerships.
Develop and maintain strong relationships with senior leadership at partner organizations.
Act as the primary escalation point and strategic liaison for key partnership matters.
Foster collaborative relationships that support advisor success and business objectives.
Establish and maintain partnership governance frameworks and operating standards.
Lead quarterly business reviews, executive governance meetings, and performance discussions.
Ensure compliance with contractual commitments, service expectations, and operational requirements.
Monitor partnership risks and coordinate mitigation strategies when necessary.
Develop, maintain, and oversee partner scorecards and KPI reporting.
Measure partner performance against service-level agreements, contractual commitments, and business objectives.
Drive accountability and remediation efforts when performance standards are not met.
Monitor operational trends, issue resolution metrics, and service quality indicators.
Partner with Service, Operations, and Distribution teams to improve advisor experience.
Monitor advisor satisfaction and identify opportunities for improvement.
Resolve escalated service, operational, and relationship issues.
Lead initiatives to improve turnaround times, responsiveness, and overall service quality.
Identify operational inefficiencies and lead improvement initiatives across the partner ecosystem.
Develop corrective action plans and partner remediation programs when applicable.
Collaborate with Compliance, Risk, Operations, and Technology teams to improve processes and controls.
Drive standardization and consistency across partner management practices.

Requirements

Bachelor's degree in Business, Finance, Insurance, or related field.
7-10 years of experience in relationship management, insurance operations, business operations, vendor management, or strategic account management.
7-10 years of experience leading executive-level partner relationships.
7-10 years of experience implementing governance and performance management programs.
Strong operational, analytical, and problem-solving capabilities.
Excellent communication and stakeholder management skills.
Experience within insurance distribution, carrier operations, BGAs, broker-dealers, or wealth management firms.
Knowledge of life insurance, annuity, and insurance servicing operations.
Experience managing SLAs, scorecards, and vendor oversight programs.
Understanding of risk management, compliance, and third-party governance frameworks.

Skills

Relationship management
Insurance operations
Business operations
Vendor management
Strategic account management
Governance
Performance management
Operational efficiency
Analytical skills
Problem-solving
Communication skills
Stakeholder management
Life insurance knowledge
Annuity knowledge
Insurance servicing operations knowledge
SLA management
Scorecard management
Vendor oversight
Risk management
Compliance
Third-party governance

Experience Level

Education Level

Bachelor's degree

Salary/Compensations

$106,605.00 - $177,572.00

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(6) , 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.