VP, Business Line Strategy - Premium Affiliation

LPL Financial•San Diego, NY

About The Position

The Vice President, Premium Affiliation Strategy role reports to the SVP of Offering Strategy and plays a critical role in shaping how LPL defines, builds, and scales its Premium Affiliation offering and broader affiliation strategy. This leader will help define and advance LPL’s Premium Affiliation value proposition—focusing on delivering a cohesive, differentiated experience for advisors aligned to premium affiliation models. This includes clarifying the Premium Affiliation identity within LPL, enhancing its strategic positioning, and ensuring the model drives meaningful value for advisors through tailored services, capabilities, and ways of working. The role will partner across the organization to articulate how Premium Affiliation fits within LPL’s broader affiliation landscape, while helping evolve the model to support advisor growth, satisfaction, and long‑term retention.

Requirements

Bachelor’s degree
5+ years of experience in financial services, wealth management, and/or advisor platforms
5+ years’ experience with affiliation models, advisor segmentation, value proposition design, and/or business line strategy
Demonstrated ability to drive and coordinate complex, cross‑functional initiatives and project plans
Background in corporate strategy, consulting, or business transformation
Strong analytical, communication, and presentation skills
Ability to operate effectively in a dynamic environment and translate data into actionable insights

Nice To Haves

Advanced degree in business, strategy, or a related field
Experience with advisor platform strategy, affiliation model design, or operating model development
Familiarity with Salesforce, data analytics, and business intelligence tools

Responsibilities

Develop and refine LPL’s strategy for the Premium Affiliation offering and aligned advisor segments
Define and evolve the Premium Affiliation value proposition, including service model, experience, and differentiation within LPL’s broader ecosystem
Conduct competitive and market analyses to identify trends in affiliation models, advisor preferences, and operating structures
Leverage data analytics and business intelligence to generate actionable insights that inform Premium Affiliation strategy
Identify opportunities to expand capabilities, offerings, and experiences that strengthen the Premium Affiliation model and advisor outcomes
Partner closely with Product, Business Development, Marketing, Compliance, Legal, and Advisor Engagement teams to align on Premium Affiliation strategy
Support the integration of platforms, tools, and wealth solutions that reinforce the Premium Affiliation experience
Coordinate execution across business units to ensure alignment with strategic priorities and measurable outcomes
Work with recruiting and onboarding teams to strengthen the positioning and attraction strategy for Premium Affiliation‑aligned advisors
Translate advisor feedback, research, and internal insights into actionable enhancements for the Premium Affiliation experience
Help define engagement models, service pathways, and support structures specific to Premium Affiliation advisors
Develop clear messaging and materials to articulate the Premium Affiliation value proposition internally and externally
Drive advisor satisfaction, productivity, and retention by addressing key opportunities within the model
Lead or support strategic initiatives related to Premium Affiliation positioning, structure, and execution
Coordinate and manage project plans across cross‑functional stakeholders to ensure successful delivery of the Premium Affiliation strategy and roadmap
Manage multiple workstreams, balancing priorities across long‑term strategy and near‑term execution
Proactively communicate progress, risks, dependencies, and outcomes to senior leadership through clear, executive‑ready materials