AVP, Program Activation
About The Position
At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: The Assistant Vice President, Program Activation , is responsible for managing strategic vendor partnerships and delivering impactful programs that enhance advisor engagement and success. This role serves as a key connector between external vendors, internal stakeholders, and financial advisors, ensuring that programming initiatives are executed seamlessly and aligned with the firm’s strategic priorities. The Program Manager will oversee vendor governance, lead cross-functional collaboration, and continuously evaluate program effectiveness to drive value for advisors and the organization. This is a highly visible role requiring strong relationship management skills, operational discipline, and the ability to balance multiple priorities in a fast-paced environment. The ideal candidate will combine strategic thinking with hands-on program execution and a passion for supporting advisor success.
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or a related field (Master’s preferred).
- 6–8 years of experience in program management, or a related function within financial services or professional services.
- Experience managing vendor relationships, contracts, and performance metrics.
- Proven track record of designing, delivering, and scaling advisor- or client-facing programs.
- 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.
Responsibilities
- Vendor Relationship Management Serve as the primary point of contact for key external vendors, ensuring strong, collaborative, and growth results-oriented partnerships.
- Negotiate, manage, and monitor vendor contracts, service-level agreements (SLAs), and performance metrics to ensure alignment with business objectives.
- Coordinate regular vendor business reviews to assess service quality, identify improvement opportunities, and ensure compliance with organizational standards.
- Partner with leadership to identify strategic opportunities for vendor-supported advisor programs.
- Advisor Programming Oversight Design, plan, and execute advisor-facing programs, workshops, and initiatives that enhance advisor engagement and success.
- Collaborate with internal teams (e.g., product, marketing, compliance, operations) to develop programming content and ensure seamless delivery.
- Track program participation, feedback, and outcomes to measure effectiveness and continuously improve offerings.
- Facilitate communication between advisors, vendors, and internal teams to ensure programming is relevant, impactful, and aligned with strategic goals.
- Governance & Reporting Develop and maintain reporting mechanisms to track vendor performance, program ROI, and advisor satisfaction.
- Provide insights and recommendations to senior leadership based on program performance, advisor needs, and vendor capabilities.
- Ensure adherence to regulatory, compliance, and internal risk management standards throughout vendor and advisor programming activities.
- Continuous Improvement Stay current with industry best practices, emerging technologies, and competitive benchmarks to inform program design and vendor strategy.
- Introduce process efficiencies, tools, and frameworks to enhance vendor management and program delivery.
Benefits
- LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
