Hybrid AVP, Incentive and Reward Operations

at LPL Financial

• Job title: AVP, Incentive and Reward Operations
• Job type: Full Time
• Experience level: Lead
• Salary: $109,600 - $182,700 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Diego, United States

About the role

• AVP managing incentive and reward operations for financial advisors at LPL Financial. Ensuring accuracy and compliance while driving engagement and advisor growth through effective program execution.

Responsibilities

• Own the end-to-end operational execution of corporate incentive, compensation-adjacent, rewards, and advisor Club programs, ensuring accuracy, timeliness, consistency, and scalability.
• Lead advisor Club qualification and selection processes, including eligibility determination, data validation, and final approval workflows.
• Manage day-to-day incentive operations, including incentive calculations, validation, payouts, and reconciliation activities.
• Ensure operational readiness for new program launches, enhancements, and annual plan changes.
• Coordinate execution of Club-related rewards, travel programs, and recognition events in partnership with Marketing, Events, Finance, and external vendors.
• Serve as the operational owner for incentive and Club-related issues, ensuring timely resolution and effective handoff to appropriate partners when needed.
• Establish and maintain governance frameworks for incentive, rewards, and Club programs, including controls, documentation, and audit readiness.
• Partner with Compliance, Legal, Risk, and Finance to ensure programs align with regulatory requirements, firm policies, and compensation governance standards.
• Act as the primary operational liaison across Wealth Management leadership, Sales, Finance, Technology, Marketing, Events, and external vendors.
• Oversee advisor-facing and internal communications related to incentive and Club programs, including qualification timelines, status notifications, awards, and program changes, ensuring clarity, accuracy, and compliance alignment.

Requirements

• 4–8 years of experience in incentive operations, sales compensation, rewards programs, or related operational roles within financial services or wealth management.
• Bachelor’s degree in Business, Finance, Operations, or related field or equivalent years’ experience.
• 4+ years’ experience with incentive compensation programs, rewards platforms, or financial operations tools, with demonstrated experience managing complex incentive programs at scale.
• 4+ years’ experience supporting governance, controls, and risk management in a regulated environment.

Benefits

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