SVP, Relationship Management - Enterprise Alliances

Senior Vice President, Enterprise Alliances

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly, our employees.

If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply.

Job Overview

The Senior Vice President of Enterprise Alliances leads LPL’s national enterprise relationship management organization, partnering with the firm’s largest RIA enterprises. This executive is accountable for enterprise account strategy, team leadership, and delivering measurable outcomes across same‑store sales growth, net new asset recruiting, advisor and enterprise retention, and operational efficiency.

As a senior leader at LPL, the SVP works closely with cross‑functional partners including Business Development, Wealth Management Solutions, LPL Business Solutions, Growth Solutions, and Affiliation Model Innovation & Strategy to ensure LPL continues to lead in the RIA and custodian markets—both in the near term and over the long term.

Responsibilities

• Lead and develop a national team of senior relationship managers, fostering a culture of engagement, accountability, and continuous development

• Own LPL’s enterprise account management strategy, translating enterprise and advisor needs into growth, retention, and efficiency outcomes

• Develop and execute three‑year strategic plans and departmental goals aligned with LPL’s OKR framework

• Present enterprise strategic account plans to LPL’s Management Committee and CEO to inform firm‑wide investment and prioritization decisions

• Partner with Affiliation Innovation & Strategy to provide market insights and requirements that shape LPL’s enterprise and RIA offerings

• Identify, design, and launch programs that increase enterprise satisfaction, retention, and same‑store sales growth

• Proactively manage enterprise retention risk amid industry, regulatory, and competitive evolution

• Analyze market and client trends to develop insights and scalable solutions that enhance enterprise support

• Serve as a senior representative of LPL with enterprise executives, advisors, and industry partners, demonstrating strong executive presence and influence

• Partner with conference services and internal teams to deliver high‑impact live events and enterprise engagements

• Contribute to enterprise‑wide and RIA‑related strategic initiatives on behalf of the relationship management organization

What Are We Looking For?

We’re looking for collaborative, enterprise‑minded leaders who deliver exceptional client experiences and thrive in dynamic, high‑accountability environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help clients succeed—while embracing innovation, continuous improvement, and a culture where we win together.

Requirements

• Bachelor’s degree in Finance, Business, Management, or a related field

• 10+ years of experience in financial services, with senior leadership experience in enterprise client, sales, or relationship management

• Deep expertise in the RIA channel and custodian landscape, including key competitors and enterprise economic drivers

• Demonstrated success leading teams through periods of growth, change, or transformation

• Proven ability to engage and influence senior executives, develop multi‑year strategies, and deliver measurable outcomes

Core Competencies

• Enterprise‑level strategic thinking and execution

• Executive presence, communication, and stakeholder influence

• Data‑driven decision‑making and analytical rigor

• Talent development, engagement, and performance leadership

• Change leadership in complex, regulated environments

Preferences

• MBA or other advanced degree

• Demonstrated knowledge of LPL’s platform, products, and services

• Experience leveraging CRM tools (Salesforce preferred) and partnering with analytics and automation teams

• Background leading national teams and managing enterprise‑scale client relationships

• Willingness to travel up to 25% as needed

Pay Range:

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 LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

EAC12.9.25