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Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The AVP, Insurance Strategy & Distribution is responsible for driving the growth, positioning, and execution of the firm's insurance business across the West Coast. This role leads strategic partnerships with Broker General Agencies (BGAs) and carriers, develops distribution strategies, and expands insurance adoption across priority advisor segments.

This individual operates at the intersection of strategy, distribution, and partner management, ensuring the firm's insurance platform is competitive, scalable, and aligned with holistic wealth management objectives.

1. Strategic Partnerships & Platform Management

• Lead BGA relationship management, including governance, service oversight, and strategic alignment

• Manage carrier relationships in coordination with BGA partners to influence product access and competitiveness

• Negotiate economics, revenue sharing, and support agreements with BGAs and carriers

• Establish and monitor service expectations, SLAs, and performance metrics

• Identify opportunities to enhance the insurance platform and product shelf

2. Distribution Strategy & Growth

• Develop and execute regional insurance distribution strategies across West Coast markets

• Drive adoption and revenue growth within priority advisor segments and affiliation models

• Design and implement segmented growth strategies (e.g., top producers, HNW advisors, hybrid models)

• Coordinate joint sales campaigns and wholesaler coverage models with BGA partners

• Optimize distribution effectiveness through data-informed decision-making

3. Advisor Engagement & Field Leadership

• Present insurance solutions at Home Office Visits (San Diego) and regional advisor events

• Lead and participate in webinars, workshops, and field events across the West Coast

• Position insurance solutions within holistic financial planning frameworks, including protection, estate, and tax strategies

• Serve as a thought leader and advocate for insurance adoption across the advisor base

4. Cross-Functional Leadership & Alignment

• Drive collaboration with Success Managers, channel leaders, and internal stakeholders across affiliation models

• Ensure alignment between insurance strategies and broader wealth management objectives

• Partner with compliance, operations, and product teams to support scalable and compliant growth

• Act as escalation point for partner, distribution, or service issues

5. Strategic Initiatives & Platform Expansion

• Lead or support strategic initiatives to expand insurance offerings, tools, and capabilities

• Identify and implement process and platform improvements to enhance advisor experience

• Contribute to long-term insurance strategy and roadmap development

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

• 7-10 years of experience in insurance distribution, wealth management, or broker-dealer environments

• 7-10 years of experience in life insurance, annuities, and BGA distribution models

• Proven experience managing external partnerships and driving revenue growth

• Excellent communication, negotiation, and leadership skills

• Strong understanding of advisor segmentation, distribution strategy, and sales campaigns

• Professional designations such as CLU, ChFC, CFP, or other insurance and financial planning credentials are preferred.

• Familiarity with advisor technology platforms, CRM systems, and sales analytics tools used to drive engagement and business growth.

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 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.comemail 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.

EAC 5.19.26