VP, Distribution Strategy

LPL Financial

. Lead strategic initiatives designed to accelerate the integration of retirement and wealth capabilities .

Posted 11/3/2026full-timeUnited StatesLead💰 $161,195 - $268,624 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in financial services and wealth management, with a focus on developing strategic initiatives that enhance advisor engagement and operational effectiveness. Proven track record in relationship management and driving business growth through innovative service strategies.

Highest-signal resume keywords

15+ Years Financial Services ExperienceWealth Management ExpertiseRelationship Management LeadershipStrategic Initiative DevelopmentAdvisor Experience Transformation

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Strong Relationship-Building SkillsLeadership SkillsCommunication Skills

Certifications & Qualifications

Relevant Industry Credentials

Industry Keywords

Retirement ServicesAdvisor EngagementService ExcellenceOperational EffectivenessBusiness GrowthClient RelationshipsScalable Operating ModelsService StrategiesContinuous ImprovementWealth and Retirement Convergence

About the role

Key responsibilities & impact

Lead strategic initiatives designed to accelerate the integration of retirement and wealth capabilities
Develop scalable engagement models that support advisor growth and deepen client relationships
Develop and execute relationship management strategies for key retirement and wealth advisors
Create a differentiated advisor experience that drives loyalty and engagement
Design and implement service strategies that enhance advisor satisfaction and operational effectiveness
Drive continuous improvement efforts focused on efficiency and service excellence
Advance LPL's Wealth and Retirement convergence strategy
Strengthen advisor engagement, enhance service delivery, and create scalable operating models for integrating retirement and wealth management solutions

Requirements

What you’ll need

15+ years of financial services, wealth management, retirement services, relationship management & distribution leadership experience
Proven ability to drive strategic initiatives and business growth
Strong relationship-building, leadership, and communication skills
Relevant industry credentials (preferred)
Experience leading advisor experience or service model transformation initiatives (preferred)
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Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package