AVP, Institution Program Management

LPL Financial•San Diego, CA

About The Position

The Assistant Vice President, Institution Program Management, plays a critical role in designing, orchestrating, and delivering programs that enable Client Success Managers (CSMs) to drive growth and retention across institutional clients. This role is highly cross-functional, requiring strong program management discipline and the ability to navigate and align internal partnerships across product, marketing, operations, compliance, and sales. The AVP serves as a central connector—translating strategic priorities into actionable programs that empower CSMs to deepen client relationships, unlock growth opportunities, and deliver measurable impact. The Program Manager will lead end-to-end program execution, establish governance frameworks, and ensure initiatives are scalable, measurable, and aligned to the firm’s institutional growth strategy. This individual will also partner closely with vendor and internal teams to ensure seamless delivery and continuous optimization of programs that support client acquisition, engagement, and retention.

Requirements

Bachelor’s degree in Business, Finance, Marketing, or a related field.
6+ years of experience in program management within financial services, institutional (i.e. bank or credit union) client management, or a related function.
6+ years’ experience enabling frontline teams (e.g., Client Success, Sales, Relationship Management) through tools, programming, or playbooks.
Demonstrated success leading cross-functional programs and navigating complex internal stakeholder environments.
Proven ability to translate strategy into executable programs that drive growth, engagement, and retention.
Strong relationship-building and stakeholder management skills, with experience influencing at multiple levels.
Excellent organizational and project management abilities, with the capacity to manage multiple priorities and deadlines.
Strong relationship-building and influencing skills, with the ability to align stakeholders at multiple levels
Analytical mindset with the ability to evaluate program impact, vendor performance, and ROI.
Exceptional communication and presentation skills, both written and verbal

Nice To Haves

Strong preference for wealth management exposure within banking and/or credit union environments.
Master’s degree.

Responsibilities

Develop and execute scalable programs that enable Client Success Managers to activate growth and retention priorities within institutional client relationships.
Translate strategic business objectives into actionable program roadmaps, with clear milestones, success metrics, and adoption plans.
Drive end-to-end program management, including planning, execution, communication, and performance tracking.
Ensure programs are aligned to key business outcomes, including net new assets (NNA), client engagement, and retention.
Serve as a key integrator across internal teams to bring key initiatives and projects to life cohesively.
Build strong, trusted relationships with cross-functional stakeholders to align priorities, remove obstacles, and ensure program success.
Partner closely with Client Success leadership to understand field needs and continuously refine program delivery to maximize impact.
Facilitate clear communication and alignment across stakeholders, ensuring transparency on priorities, timelines, and outcomes.
Equip CSMs with the tools, insights, and programming needed to engage institutional clients and drive measurable business outcomes.
Develop playbooks, training, and adoption strategies to ensure consistent and effective program execution in the field.
Gather feedback from CSMs and institutional clients to inform ongoing program enhancements.
Act as a thought partner to the field, identifying opportunities to drive deeper client engagement and unlock growth.
Establish program governance frameworks, including KPIs, reporting, and performance tracking mechanisms.
Measure program effectiveness, adoption, and ROI, and provide actionable insights to senior leadership.
Identify opportunities to streamline processes, improve scalability, and enhance program impact.
Stay informed on industry trends and best practices to continuously evolve program strategy and execution.
Provide insights and recommendations to senior leadership based on program performance, advisor needs, and vendor capabilities.