Educational specialist providing intensive support for boys aged 10 - 16 in residential group. Working closely with families and various partners for holistic development.
About the role
- Vice President of Practice Management Consulting at LPL Financial collaborating with advisors and relationship managers. Focusing on strategic growth, operational excellence, and exceptional client outcomes.
Responsibilities
- Serve as a strategic consultant and coach to field leaders and independent advisors, helping translate firm priorities into actionable practice strategies.
- Facilitate leadership coaching sessions focused on business development, client experience, and growth acceleration.
- Partner with field leaders to identify advisor needs, shape engagement strategies, and scale impact across the field.
- Design and deliver practice management frameworks that connect growth strategy to operational execution—helping advisors turn strategy into measurable business outcomes.
- Develop and implement scalable programs that enhance advisor productivity, revenue generation, and client retention.
- Collaborate across internal business units (distribution, technology, marketing, and product) to align growth initiatives with firmwide objectives.
- Leverage operational insights to help advisors streamline workflows, optimize staffing, and adopt technology that supports sustainable growth.
- Translate field feedback into actionable insights that inform process improvements and strategic decisions at the enterprise level.
- Equip field leaders with coaching tools, insights, and frameworks to effectively guide advisors in building scalable, client-centric practices.
- Promote collaboration between field leaders and home office partners to create consistency and excellence in advisor engagement and outcomes.
- Ensure that practice management strategies directly enhance the advisor experience and, ultimately, the investor experience.
- Measure success using data-driven metrics, linking advisor growth, operational efficiency, and client satisfaction.
- Stay ahead of industry trends in practice management, advisor development, and leadership effectiveness.
- Leverage data analytics and digital tools to modernize coaching and learning delivery methods.
- Champion a culture of continuous improvement, innovation, and field empowerment.
Requirements
- 10–15 years of experience in wealth management, practice management consulting, or advisor development leadership
- Bachelor’s degree
- Series 7 and 66
- Deep understanding of independent advisor business models, field engagement, and growth strategy
- Proven success coaching both field leaders and advisors to drive measurable business transformation
- Extensive knowledge of the client segment, organization, product, industry, and end customer (including financial institutions)
- Strong command of operational frameworks, business planning, and client experience design
- Exceptional consultative, communication, and influencing skills; comfortable engaging with senior executives and top-producing advisors
- Strategic thinker with the ability to translate vision into practical, scalable solutions
- Ability to travel up to 25% of the time
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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WK
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