VP, Distribution Strategy

LPL Financial

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

Posted 11/3/2026full-timeUnited StatesLead💰 $146,466 - $244,110 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in leading strategic initiatives within financial services, focusing on the integration of retirement and wealth management capabilities. Proven track record in relationship management, advisor engagement, and service model transformation to enhance client satisfaction and operational effectiveness.

Highest-signal resume keywords

15+ Years Of Financial Services ExperienceStrategic Initiative LeadershipRelationship Management ExpertiseAdvisor Experience TransformationAdvanced Degree (MBA Or Equivalent)

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

Wealth ManagementRetirement ServicesAdvisor EngagementService StrategiesOperational EffectivenessClient RelationshipsBusiness GrowthContinuous ImprovementScalable Operating ModelsAdvisor Satisfaction

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 and enhance service delivery
Create scalable operating models helping advisors integrate 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
Advanced degree (MBA or equivalent) preferred
Relevant industry credentials preferred
Experience leading advisor experience or service model transformation initiatives preferred

Benefits

Comp & perks

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