VP, Outside Recruiting Firm Partner Program Leader

LPL Financial

. Lead LPL’s strategy and execution for partnerships with third-party advisor recruiting firms .

Posted 10/30/2026full-timeUnited StatesSenior💰 $136,990 - $228,248 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in wealth management, particularly in sales, advisor recruiting, and strategic relationship management. Proven ability to lead teams, develop partner programs, and leverage data for decision-making and performance improvement.

Highest-signal resume keywords

Wealth Management ExperienceAdvisor RecruitingTeam LeadershipSales DevelopmentProgram Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pipeline ManagementForecast DevelopmentCommercial NegotiationsContract GovernancePerformance Data Interpretation

Soft Skills

Executive CommunicationPresentation SkillsConflict ResolutionCoachingGoal Setting

Tools & Technologies

Partner Technology PortalSales Reporting ToolsData Quality Improvement Systems

Industry Keywords

Third-Party RecruitingAdvisor Transition ConsiderationsBusiness DevelopmentStrategic PartnershipsSales Enablement

About the role

Key responsibilities & impact

Lead LPL’s strategy and execution for partnerships with third-party advisor recruiting firms
Build a program that positions LPL as a preferred partner for consultative recruiting firms
Connect prospective advisors with the affiliation model best aligned to their goals
Lead the partner management team and manage approximately five strategic partner relationships
Build relationships with owners, decision-makers, and influential recruiters
Establish joint business plans and measurable commitments with partner firms
Apply advisor recruiting experience to improve referral quality and conversion
Coordinate with recruiting teams to advance opportunities and resolve barriers
Use pipeline data, partner feedback, and competitive intelligence to identify growth opportunities
Hold the program accountable for recruiting outcomes including pipeline AUM, advisor meetings, joins, and conversion
Lead, coach, and develop Partner Account Managers and the Partner Analyst
Influence stakeholders across Sales, Business Line Strategy, Sales Enablement and Operations, Marketing, and other functions
Develop and execute the partner program growth strategy
Own the annual program plan, partner governance, pricing, payout administration, contracts, and addendum process
Oversee account planning, business reviews, sales reporting, forecasting, and pipeline management
Lead adoption of the partner technology portal and improve system intake, reporting, and data quality
Implement partner scorecards and feedback mechanisms
Communicate program results, risks, and resource needs to senior leadership

Requirements

What you’ll need

10+ years of relevant wealth management experience spanning sales, business development, advisor recruiting, or strategic relationship management
Sales and advisor recruiting experience, with a record of generating qualified opportunities and improving conversion
Experience leading and developing a team, including coaching, goal setting, and performance management
Ability to travel up to 30% for partner meetings, home office visits, and industry events
Experience owning a program or leading complex initiatives across multiple functions
Understanding of employee and independent advisor business models, advisor transition considerations, and the third-party recruiting landscape
Ability to interpret pipeline and performance data, develop forecasts, and translate findings into action
Strong executive communication, presentation, and conflict-resolution skills
Experience with commercial negotiations, partner economics, or contract governance (preferred)

Benefits

Comp & perks

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