AVP, Associate Regional Investment Director

🕒 July 9

🇺🇸 United States – Remote

💵 $108.4k - $180.6k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Partner with bank and credit union program leaders to execute growth strategies and achieve program objectives. • Support initiatives focused on financial planning, advisory solutions, managed accounts, insurance, and overall program profitability. • Analyze program performance metrics and identify opportunities to improve growth, productivity, and client outcomes. • Build strong relationships with institutional leaders and serve as a trusted business partner. • Support advisor recruiting, onboarding, development, and retention strategies through collaboration with program leadership. • Assist with the implementation of strategic initiatives, technology adoption, and change management efforts. • Promote a strong risk, compliance, and governance culture across supported programs. • Collaborate with internal partners to deliver an exceptional experience for institutions and their wealth management programs.

🎯 Requirements

• Bachelor's Degree • 5+ years of financial services experience, preferably within wealth management, consulting, wholesaling, or institution-based programs. • Series 7 and 63/65 or 66 • Life & Health Insurance License • Flexible to travel approximately 10% as needed for business needs

🏖️ Benefits

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