AVP, Program Activation

Overview

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:

The Assistant Vice President, Program Activation
, is responsible for managing strategic vendor partnerships and delivering impactful programs that enhance advisor engagement and success. This role serves as a key connector between external vendors, internal stakeholders, and financial advisors, ensuring that programming initiatives are executed seamlessly and aligned with the firm’s strategic priorities. The Program Manager will oversee vendor governance, lead cross-functional collaboration, and continuously evaluate program effectiveness to drive value for advisors and the organization.

This is a highly visible role requiring strong relationship management skills, operational discipline, and the ability to balance multiple priorities in a fast-paced environment. The ideal candidate will combine strategic thinking with hands-on program execution and a passion for supporting advisor success.

• Vendor Relationship Management

• Serve as the primary point of contact for key external vendors, ensuring strong, collaborative, and growth results-oriented partnerships.
• Negotiate, manage, and monitor vendor contracts, service-level agreements (SLAs), and performance metrics to ensure alignment with business objectives.
• Coordinate regular vendor business reviews to assess service quality, identify improvement opportunities, and ensure compliance with organizational standards.
• Partner with leadership to identify strategic opportunities for vendor-supported advisor programs.

• Advisor Programming Oversight

• Design, plan, and execute advisor-facing programs, workshops, and initiatives that enhance advisor engagement and success.
• Collaborate with internal teams (e.g., product, marketing, compliance, operations) to develop programming content and ensure seamless delivery.
• Track program participation, feedback, and outcomes to measure effectiveness and continuously improve offerings.
• Facilitate communication between advisors, vendors, and internal teams to ensure programming is relevant, impactful, and aligned with strategic goals.

• Governance & Reporting

• Develop and maintain reporting mechanisms to track vendor performance, program ROI, and advisor satisfaction.
• Provide insights and recommendations to senior leadership based on program performance, advisor needs, and vendor capabilities.
• Ensure adherence to regulatory, compliance, and internal risk management standards throughout vendor and advisor programming activities.

• Continuous Improvement

• Stay current with industry best practices, emerging technologies, and competitive benchmarks to inform program design and vendor strategy.
• Introduce process efficiencies, tools, and frameworks to enhance vendor management and program delivery.

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.

• Bachelor’s degree in Business, Finance, Marketing, or a related field (Master’s preferred).
• 6–8 years of experience in program management, or a related function within financial services or professional services.
• Experience managing vendor relationships, contracts, and performance metrics.

• Proven track record of designing, delivering, and scaling advisor- or client-facing programs.
• Strong relationship-building and stakeholder management skills, with experience influencing at multiple levels.
• Excellent organizational and project management abilities, with the capacity to manage…