SVP, Centrally Managed Advisory Programs – UMA
LPL Financial
Posted: 10/20/2026
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Posted: 9/24/2026SVP, Centrally Managed Advisory Programs – UMA
LPL FinancialPosted 10/20/2026full-timeNew York City • New York • United StatesLead💰 $201,365 - $335,677 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing investment advisory platforms and developing strategic visions for UMA and tax management offerings. Proven ability to lead change, collaborate across complex organizations, and effectively communicate with stakeholders at all levels.
Highest-signal resume keywords
Investment Advisory Platform ManagementStrategic Vision DevelopmentChange LeadershipCollaboration and Consensus BuildingEffective Communication
About the role
Key responsibilities & impact- Lead the health, strategy, and evolution of LPL’s centrally managed advisory programs and tax management capabilities
- Oversee UMA, SMA, and MF/ETF wrap programs across LPL’s business channels
- Assess LPL’s competitive position and create strategies aligned with firm objectives
- Translate strategies into business opportunities and secure organizational funding and capacity
- Shepherd initiatives to completion across business, product, technology, operations, and field stakeholders
- Support the buildout of emergent UMA and tax capabilities across the LPL ecosystem
- Present at LPL and industry events to drive advisor engagement and competitive intelligence
- Engage with teams across LPL regarding advisor experience, risk management, economics/product mix shifts, and program positioning and delivery
- Lead teams responsible for centrally managed advisory programs
Requirements
What you’ll need- Bachelor’s degree required
- CFA or MBA preferred
- 15+ years of experience
- 10+ years of specific experience managing investment advisory platforms
- Knowledge of the advisory landscape, including advisor platform experience and UMAs
- Familiarity with competition including wire houses, technology platform providers, IB/Ds, and TAMPs
- Knowledge of platform/product trends and industry regulation
- Understanding of investment products, advisory/industry economics, and regulatory challenges
- Proven ability to develop the strategic vision for UMA and tax management offerings
- Proven ability to lead change across large, complex organizations
- Proven ability to collaborate and build consensus using internal and external relationships
- Proven ability to communicate effectively at all levels of management
- Proven ability to engage with high profile clients on escalations and feedback
Benefits
Comp & perks- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- LPL Total Rewards package
- Support for success at work, at home, and at play
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Products KnowledgeAdvisory Landscape UnderstandingRegulatory KnowledgePlatform/Product Trend AwarenessTax Management Capabilities
Soft Skills
Stakeholder EngagementClient Relationship ManagementConsensus Building
Certifications & Qualifications
CFAMBA
Industry Keywords
UMASMAMF/ETF Wrap ProgramsWire HousesTechnology Platform ProvidersIB/DsTAMPsAdvisory EconomicsRegulatory Challenges