VP, Practice Management Consultant

LPL Financial Services•Boston, MA

29d

About The Position

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 wealth management, practice management consulting, or advisor development leadership
Bachelor's degree
Series 7 and 66
Deep understanding of independent advisor business models, field engagement, and growth strategy
Proven success coaching both field leaders and advisors to drive measurable business transformation
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
Ability to travel up to 25% of the time

Nice To Haves

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

Responsibilities

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.
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.
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.
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.
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.
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.