VP, Annuity & Insurance Growth - Advisor Engagement at LPL Financial | San Diego, CA | $136K/yr – $227K/yr

LPL Financial

VP, Annuity & Insurance Growth - Advisor Engagement

San Diego, CA (On-site)

$136K/yr – $227K/yrSenior Level7+ years expFull time

Posted 1 month ago

Top 1% of applicants do these two things.

The other 99% submit and hope. You're about to do something different.

Job Summary

Own the growth and profitability of annuity and insurance products by expanding adoption with the advisor base, optimizing advisor experience with LPL tools, and driving engagement programs that are measured for impact.

Advisor adoption and program ownership: grow penetration of annuity and insurance products across the advisor network.
Experience and tools: improve advisor interactions with LPL tools and campaign-driven enablement.
Engagement and data feedback: run campaigns, events, and training while feeding a data-backed loop to decisions.

Job Description

Responsibilities

Increase adoption and penetration rate of annuity and insurance products across the LPL advisor base
Improve advisor experience and adoption of LPL tools that support annuity and insurance products
Develop and execute advisor engagement programs, including campaigns, events, and training initiatives while measuring impact
Develop, deliver, and analyze data driven continuous improvement feedback feed-back loop to support informed decision making
Grow profitability of the annuity and insurance product line.

Requirements

Undergraduate degree in Business, Finance, or related.
7-10+ years of experience in wealth management, annuities, insurance, or advisor-facing strategy roles.
FINRA licenses 6 and 63 or willing to obtain.

Preferred

CFP, CFA, or MBA.
Series 7, 24, or 66.

Benefits

401K matching
health benefits
employee stock options
paid time off
volunteer time off

LPL Financial

3.6 Glassdoor

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, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

Founded in 1989

San Diego, California, USA

14K employees (392 in marketing)

www.lpl.com

59% recommend to a friend

76% CEO approval