VP Advisor Technology Support & Analytics
: Job Details :

Build A Career Where Ambition Meets Innovation

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact. If you're ready to take the next step, discover what's possible with LPL Financial.

Strategic And Analytical Vice President (VP), Advisor Technology Support & Analytics

We are seeking a strategic and highly analytical VP, Advisor Technology Support & Analytics to serve as a key operational leader within our financial services organization. This role will be responsible for driving the technical success of our advisor team by overseeing escalated support for technology-related challenges, managing a team focused on issue resolution, and leading the aggregation, analysis, and reporting of advisor pain points. These insights will directly inform improvements to our product, infrastructure, and policy frameworks.

Key Responsibilities

• Lead a team responsible for resolving complex technology-related issues faced by financial advisors and their teams.
• Serve as a senior escalation point for advisor-facing support issues, ensuring prompt resolution and root cause analysis.
• Partner with internal technology and operations teams to coordinate issue triage, track resolution times, and reduce recurring disruptions.

Analytics & Reporting

• Design and maintain dashboards, metrics, and trend analysis on advisor support issues, system uptime, product bugs, and service gaps.
• Aggregate support tickets, feedback, and system logs to generate actionable insights and identify systemic issues.
• Create executive-level reports to highlight emerging trends, risk areas, and performance improvements.

Cross-functional Collaboration

• Act as a liaison between advisor support teams and internal partners (Product, Engineering, Operations, Compliance) to drive continuous improvement.
• Translate advisor experiences into business cases for platform upgrades, product enhancements, or process redesigns.
• Work with training and enablement teams to ensure that recurring issues are addressed through education or documentation.

Leadership & Strategy

• Develop KPIs and service-level objectives for the advisor support and analytics function.
• Foster a culture of accountability, proactive problem-solving, and data-driven decision-making.
• Drive initiatives that improve system uptime, advisor satisfaction, and team efficiency.

Qualifications

• Bachelor's degree required; MBA or equivalent advanced degree preferred.
• 10+ years of experience in financial services, with a focus on advisor platforms, technology support, or operations.
• Proven leadership experience managing technical teams or support organizations.
• Strong analytical and data visualization skills (e.g., Excel, Tableau, SQL, or similar tools).
• Familiarity with CRM systems, wealth management platforms, or financial planning tools.
• Exceptional communication and stakeholder management skills, with the ability to work cross-functionally and influence without authority.
• Track record of operational excellence and driving results through metrics and continuous improvement.

Preferred Skills

• Knowledge of RIA or broker-dealer environments and advisor workflows.
• Experience working in Agile product development environments.
• Ability to simplify complex technical issues for non-technical audiences.

This role is critical to ensuring that our advisors have the tools and support they need to serve their clients effectively. The ideal candidate is a blend of technologist, strategist, and operatorcapable of improving today's experience while helping architect the future of advisor enablement.

Pay Range: $116,625-$194,375/year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ( RIA ) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• 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.

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) ###-####.