VP, Distribution Strategy

LPL Financial•Charlotte, NC

About The Position

The Vice President, Distribution Strategy will lead initiatives that advance LPL Financial’s Wealth and Retirement convergence strategy. The role is part of the Retirement Partners team within the Wealth Management division, which delivers retirement solutions and drives product strategy, platform innovation, pricing, advisor engagement, and business growth across the retirement ecosystem. This executive will develop and execute strategies to strengthen advisor engagement, enhance service delivery, and build scalable operating models that enable advisors to integrate retirement and wealth management solutions into their practices. Success will be measured through advisor Net Promoter Score, assets under management retention, growth of the Wealth & Retirement Advisor segment, advisor engagement and adoption, and service effectiveness and satisfaction.

Requirements

15+ years of financial services, wealth management, retirement services, relationship management, and distribution leadership experience.
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 to 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.