AVP, Insurance Partner & Governance

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 Partner Performance & Governance is responsible for maximizing the value, effectiveness, and performance of LPL Financial's existing insurance partner ecosystem. This leader serves as the primary executive owner of carrier and BGA relationships, ensuring strong governance, service excellence, operational effectiveness, and accountability across all partnerships. The role focuses on optimizing existing relationships through performance management, oversight, issue resolution, continuous improvement, and advisor experience enhancement.

Success requires strong relationship management capabilities, operational expertise, governance discipline, and the ability to drive accountability across a diverse partner network.

• Serve as the executive relationship manager for existing insurance carrier and BGA partnerships.
• Develop and maintain strong relationships with senior leadership at partner organizations.
• Act as the primary escalation point and strategic liaison for key partnership matters.
• Foster collaborative relationships that support advisor success and business objectives.

• Establish and maintain partnership governance frameworks and operating standards.
• Lead quarterly business reviews, executive governance meetings, and performance discussions.
• Ensure compliance with contractual commitments, service expectations, and operational requirements.
• Monitor partnership risks and coordinate mitigation strategies when necessary.

• Develop, maintain, and oversee partner scorecards and KPI reporting.
• Measure partner performance against service-level agreements, contractual commitments, and business objectives.
• Drive accountability and remediation efforts when performance standards are not met.
• Monitor operational trends, issue resolution metrics, and service quality indicators.

• Partner with Service, Operations, and Distribution teams to improve advisor experience.
• Monitor advisor satisfaction and identify opportunities for improvement.
• Resolve escalated service, operational, and relationship issues.
• Lead initiatives to improve turnaround times, responsiveness, and overall service quality.

• Identify operational inefficiencies and lead improvement initiatives across the partner ecosystem.
• Develop corrective action plans and partner remediation programs when applicable.
• Collaborate with Compliance, Risk, Operations, and Technology teams to improve processes and controls.
• Drive standardization and consistency across partner management practices.

• Partner satisfaction and engagement
• Advisor satisfaction and experience scores
• Service-level agreement achievement
• Operational turnaround times
• Escalation resolution effectiveness
• Partner retention and relationship stability
• Compliance with governance standards
• Operational efficiency improvements
• Successful execution of partner improvement initiatives
• Performance against contractual commitments

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.

• Bachelor's degree in Business, Finance, Insurance, or related field.
• 7-10 years of experience in relationship management, insurance operations, business operations, vendor management, or strategic account management.
• 7-10 years of experience leading executive-level partner relationships.
• 7-10 years of experience implementing governance and performance management programs.

• Strong operational, analytical, and problem-solving capabilities.
• Excellent communication and stakeholder management skills.

• Experience with in insurance distribution, carrier operations, BGAs, broker-dealers, or wealth management firms.
• Knowledge of life insurance, annuity, and insurance…