AVP, Research Experience

LPL Financial•Fort Mill, SC

1d•$100,734 - $167,890

About The Position

As an AVP on the Research Experience team, you will lead the Ask LPL Research function, overseeing a team that serves as a front-line extension of LPL Research. The team translates investment perspectives, portfolio guidance, and market insights from LPL’s strategists and analysts into timely, high-quality support delivered to advisors via phone and email consultation. In parallel, you will partner closely with the Vice President, Research Experience to drive business management, operational execution, and strategic initiatives across the LPL Research organization. This role sits at the intersection of advisor engagement, research delivery, and business operations, requiring a balance of leadership, analytical thinking, and execution.

Requirements

3–5+ years of experience in financial services, investment research, or corporate finance
Understanding of financial markets, investment products, and portfolio concepts
PowerPoint and Excel experience
Demonstrated ability to manage multiple priorities and execute in a fast-paced environment
Advisor-focused mindset with a passion for delivering exceptional service
Ability to lead through change and remain resilient in a dynamic environment
Collaboration skills across functions and levels of the organization
Attention to detail with a focus on quality and accuracy
Ownership mentality with a desire to drive outcomes and improve processes
Organizational, analytical, and problem-solving skills
Written and verbal communication skills

Nice To Haves

Experience managing or leading a team
Experience supporting advisor-facing or client service functions
FINRA Series 7 and 66 (or ability to obtain within 6 months of hire)

Responsibilities

Lead the Ask LPL Research function, overseeing team operations, advisor inquiry management, and delivery of a consistent, high-quality advisor experience that reflects LPL Research insights and recommendations
Ensure the Ask LPL Research team functions as a seamless extension of LPL’s strategists and analysts, translating investment perspectives into clear, actionable guidance for advisors
Partner with the Vice President, Research Experience to execute strategic initiatives, manage priorities, and support business planning, reporting, and communications
Drive process improvements and operational efficiency across workflows, including KPI development, performance tracking, and continuous improvement initiatives
Serve as a key liaison across LPL Research and other internal teams to ensure alignment and enhance the advisor experience