LPL Financial · 1 day ago
VP, Practice Management Consultant
Austin, TX
Full-time
Hybrid
Senior Level, Lead/Staff
$154K/yr - $257K/yr
10+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. They are seeking a Vice President of Practice Management Consulting to coach field leaders and advisors, drive alignment between firm strategy and advisor performance, and enhance client outcomes through strategic growth and operational excellence.
FinanceFinancial Services
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
Partner with operations and enablement teams to ensure seamless delivery of practice management resources and tools
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
Qualification
Required
10–15 years of experience in practice management consulting or experience coaching both field leaders and advisors
Bachelor's degree
Series 7 and 66 licenses
10+ years' experience working with independent advisor business models, field engagement, and growth strategy
Ability to travel up to 25% of the time
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
Preferred
Advanced degree or professional designation (MBA, CFP®, CIMA®)
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-09
2026-01-09
GlobeNewswire
2026-01-09
Company data provided by crunchbase