VP, Distribution Strategy

LPL Financial•Boston, MA
•$146,466 - $244,110

About The Position

The Retirement Partners team within LPL Financial's Wealth Management division delivers retirement solutions to help advisors and their clients achieve better retirement outcomes. The team drives product strategy, platform innovation, pricing, advisor engagement, and business growth across the retirement ecosystem. The Vice President, Distribution Strategy will advance LPL's Wealth and Retirement convergence strategy. The role is responsible for developing and executing initiatives that strengthen advisor engagement, enhance service delivery, and create scalable operating models that help advisors integrate retirement and wealth management solutions into their practices.

Requirements

  • 15+ years of experience in financial services, wealth management, retirement services, relationship management, and distribution leadership.
  • Proven ability to drive strategic initiatives and business growth.
  • Strong relationship-building, leadership, and communication skills.

Nice To Haves

  • Advanced degree (MBA or equivalent).
  • Relevant industry credentials.
  • Experience leading advisor experience or service model transformation initiatives.

Responsibilities

  • Lead strategic initiatives that accelerate the integration of retirement and wealth capabilities.
  • Develop scalable engagement models that support advisor growth and deepen client relationships.
  • Develop and execute relationship management strategies for key retirement and wealth advisors.
  • Create a differentiated advisor experience that drives loyalty and engagement.
  • Design and implement service strategies that enhance advisor satisfaction and operational effectiveness.
  • Drive continuous improvement focused on efficiency and service excellence.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
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