Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Assistant Vice President (AVP), Practice Management Consulting supports field leaders and independent advisors in driving business growth, operational efficiency, and improved client outcomes. This role is execution-focused and delivery-oriented, partnering closely with senior field leadership and Practice Management leaders to implement established frameworks, tools, and coaching programs. The AVP acts as a hands-on consultant to advisors and relationship managers, helping translate firm strategy into practical actions while building the skills and capabilities of the field. The role emphasizes influence without authority, strong client-facing presence, and the consistent delivery of scalable best practices.

Responsibilities:

Advisor & Field Support Serve as a practice management consultant to field leaders, relationship managers, and independent advisors, helping apply firm strategies to day-to-day business challenges. Deliver structured coaching engagements focused on business planning, growth execution, client experience, and operational improvement. Support field leaders in diagnosing advisor needs and customizing practice management engagements. Program Delivery & Execution Execute established practice management programs and frameworks that improve advisor productivity, growth, and client retention. Facilitate workshops, training sessions, and presentations for advisors and field teams. Partner with internal teams (distribution, operations, marketing, technology, and product) to deliver coordinated advisor solutions. Operational Effectiveness Help advisors streamline workflows, optimize staffing models, and adopt firm technology and tools. Gather and synthesize field feedback to inform enhancements to practice management resources and programs. Ensure consistent adoption and utilization of practice management tools across the field. Field Enablement Equip field leaders and relationship managers with practical coaching tools, templates, and insights to support advisor conversations. Reinforce best practices and ensure consistent execution of the firm's practice management approach. Advisor & Client Impact Support initiatives that enhance the advisor experience and improve end-client outcomes. Track engagement results and metrics related to advisor growth, efficiency, and satisfaction. Continuous Improvement Stay informed on trends in practice management and advisor development. Contribute to the evolution of tools, content, and delivery methods through field insights and feedback. What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

7-10 years of experience in wealth management, practice management, advisor support, or related consulting roles 7+ years' experience working directly with financial advisors or relationship managers, with a strong understanding of independent advisor business models and field engagement. Bachelor's degree required Willingness to travel up to 10%

Core Competencies:

Strong foundation in business planning, operational improvement, and client experience concepts Effective communication and presentation skills; comfortable engaging with field leadership and advisors Ability to execute within established strategy while providing feedback and improvement ideas

Preferences:

Series 7 and 66 strongly preferred

MBA, CFP

®, CIMA®, or similar designations

Pay Range:

$116,493.00 - $194,155.00 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (

Nasdaq:

LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on

Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947. EAC 5.19.26