VP, Practice Management Consultant

LPL Financial•Charlotte, NC

12h•$154,088 - $256,813

About The Position

What if you could build a career where ambition meets innovation? 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: Do you enjoy partnering directly with advisors and relationship managers to help them grow their businesses and deliver exceptional outcomes for investors? Is it fulfilling to you to design solutions that streamline operations, optimize efficiency, and maximize impact across an organization? If so, then this could be the role for you! We are seeking a dynamic and strategic Vice President of Practice Management Consulting to empower our field leaders and independent advisors to achieve sustainable growth, operational excellence, and exceptional client outcomes. This role serves as a bridge between strategic vision and execution—helping teams “connect the dots” between business strategy, operational delivery, and advisor effectiveness. The VP will act as a trusted coach and thought partner to field leaders, relationship managers, and independent advisors, driving alignment between firm strategy and advisor practice performance.

Requirements

10–15 years of experience in practice management consulting or experience coaching both field leaders and advisors
Bachelor’s degree
Series 7 and 66 licenses
10+ years' experience working with independent advisor business models, field engagement, and growth strategy
Ability to travel up to 25% of the time
Extensive knowledge of the client segment, organization, product, industry, and end customer (including financial institutions)
Strong command of operational frameworks, business planning, and client experience design
Exceptional consultative, communication, and influencing skills; comfortable engaging with senior executives and top-producing advisors
Strategic thinker with the ability to translate vision into practical, scalable solutions

Nice To Haves

Advanced degree or professional designation (MBA, CFP®, CIMA®)

Responsibilities

Field Leader & Advisor Coaching Serve as a strategic consultant and coach to field leaders and independent advisors, helping translate firm priorities into actionable practice strategies.
Facilitate leadership coaching sessions focused on business development, client experience, and growth acceleration.
Partner with field leaders to identify advisor needs, shape engagement strategies, and scale impact across the field.
Strategic Growth & Delivery Design and deliver practice management frameworks that connect growth strategy to operational execution—helping advisors turn strategy into measurable business outcomes.
Develop and implement scalable programs that enhance advisor productivity, revenue generation, and client retention.
Collaborate across internal business units (distribution, technology, marketing, and product) to align growth initiatives with firmwide objectives.
Operational Integration Leverage operational insights to help advisors streamline workflows, optimize staffing, and adopt technology that supports sustainable growth.
Translate field feedback into actionable insights that inform process improvements and strategic decisions at the enterprise level.
Partner with operations and enablement teams to ensure seamless delivery of practice management resources and tools.
Leadership Enablement Equip field leaders with coaching tools, insights, and frameworks to effectively guide advisors in building scalable, client-centric practices.
Promote collaboration between field leaders and home office partners to create consistency and excellence in advisor engagement and outcomes.
Advisor & Investor Impact Ensure that practice management strategies directly enhance the advisor experience and, ultimately, the investor experience.
Measure success using data-driven metrics, linking advisor growth, operational efficiency, and client satisfaction.
Innovation & Best Practices Stay ahead of industry trends in practice management, advisor development, and leadership effectiveness.
Leverage data analytics and digital tools to modernize coaching and learning delivery methods.
Champion a culture of continuous improvement, innovation, and field empowerment.