AVP Institution Marketing - Strategic Partnerships

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.

Job Overview:

The AVP of Institution Marketing –Strategic Partnerships will serve as the primary marketing relationship lead for LPL’s largest institutional clients — including Prudential and Equitable — while also emerging as a subject matter expert and internal champion for artificial intelligence and its application within our marketing practice. This role is responsible for aligning marketing strategies, integrating initiatives, and ensuring seamless collaboration across organizations. The ideal candidate is a strategic thinker, skilled communicator, and experienced project manager who thrives in a cross-functional, fast-paced environment. If you thrive at the intersection of strategy and execution, bring a sense of urgency that mirrors agency speed, and are energized by the complexity of high-stakes enterprise relationships, this role was built for you.

Responsibilities:

• Marketing Strategy Development: Lead the development, coordination, and delivery of integrated marketing and communications plans for each strategic partner
• Coordination and Communication: Facilitate effective communication between LPL and partner marketing teams to ensure alignment on goals, messaging, and execution
• Integration of Marketing Efforts: Oversee the customization of LPL marketing initiatives for each enterprise partner, ensuring that content, messaging, timing, and approval workflows are appropriately adapted for each client’s unique requirements
• Project Management: Oversee joint marketing projects from inception to completion, ensuring timely delivery and budget adherence.
• Stakeholder Management: Build and sustain trusted, senior-level relationships with key stakeholders at partner organizations, including VP- and Director-level contacts across marketing, product, relationship management, and project management functions.
• Operating Model: Develop and maintain a partnership operating model, including clear RACI frameworks, communication cadences, and escalation pathways that enable consistent, high-quality support at scale.
• Reporting & Planning: Deliver regular performance reports and insights on joint marketing efforts to inform decision-making and strategy refinement.
• Problem Solving: Proactively address challenges or conflicts between teams, identifying solutions that support shared success.
• Competitive Analysis: Conduct market and competitor research to identify opportunities, threats, and strategic positioning insights.
• Product and Service Updates: Manage the partner communications change management process — partnering with internal Product Marketing, Corp Comms, Digital Marketing, and Client Success teams to ensure enterprise partners are proactively informed of upcoming product, technology, and operational changes affecting their advisors.
• Event Marketing: Support event marketing efforts for Strategic Partner conferences and advisor recognition events, including on-site presence, lead capture strategy, follow-up execution, and results reporting.
• Relationship Management: Cultivate strong, ongoing relationships with the Strategic Partnership account team and leadership through regular engagement and feedback loops.
• AI Innovation: Serve as subject matter expert in artificial intelligence, championing AI adoption broadly across the team, providing advocacy to embed AI-native practices into day-to-day marketing operations

What are we looking for?

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.

Requirements:

• Bachelor’s degree in Marketing, Business, Communications, or related field.
• 5-8 years of experience in B2B marketing, strategic partnerships, or related roles.
• 5+ years’ experience working in or closely within client-facing environments, including presenting to and influencing senior stakeholders (VP-level and above).
• 3+ years’ experience with AI tools and platforms, with a credible perspective on how AI can be applied to marketing workflows; ability to advocate for and lead AI adoption within a team.

Core Competencies:

• Executive presence. You are polished, prepared, and confident presenting to senior leaders — and you can hold your own in a room with Prudential and Equitable home office executives.
• Agency speed. You have a bias toward action, a strong sense of urgency, and you deliver — without sacrificing quality.
• Strategic ambition backed by executional range. You can think in annual plans and also write the brief, review the email copy, and pull the performance report.
• AI curiosity and credibility. You’ve gone beyond dabbling — you use AI tools meaningfully in your work and can speak to their application with authority.
• Collaborative tenacity. You thrive in a matrixed environment, build strong relationships across teams, and know how to get things done through influence.
• Growth mindset. You see this role as a platform — a chance to own something, build on a strong foundation, and grow your career within a team and an institution that are both expanding.
• Project leadership and coordination. You have experience managing cross-functional initiatives and external partnerships, keeping stakeholders aligned, navigating competing priorities, and driving projects from concept through execution.
• Analytical rigor. You are comfortable working with data, interpreting performance metrics, and translating insights into clear recommendations that inform strategy, optimize results, and support sound decision-making.

Preferences:

• Experience working at a marketing agency, with the sense of urgency, client service orientation, and pace that comes with it.
• Background in financial services, wealth management, or a similarly regulated industry is strongly preferred
• MBA or equivalent advanced degree

 

Pay Range:

$99,910.00 - $166,448.00

 

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!

 

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.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) 575-6947.

EAC 5.19.26