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VP, Financial Institution Wealth Strategy & Growth

Job in Town of Charlotte, Chautauqua County, New York, USA
Listing for: LPL Financial LLC
Full Time position
Listed on 2026-10-14
Job specializations:
  • Finance & Banking
    FinTech, Wealth Management, Banking & Finance
  • Management
    Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 145000 - 242000 USD Yearly USD 145000.00 242000.00 YEAR
Job Description & How to Apply Below
Location: Town of Charlotte

LPL Financial Holdings Inc. is seeking a strategic leader to execute the outsourced wealth solution strategy for financial institutions, including credit unions.

You will drive policy, process, and product enhancements in collaboration with cross-functional leaders to enhance the client experience on wealth programs. Reporting to the SVP, Outsourced Wealth Strategy, you will leverage data to track program performance, develop scalable implementations, and grow the credit union wealth channel

The VP, Financial Institution Wealth Strategy & Growth position in the Management & Operations, Sales field is open for applications.

The following opening is for a VP, Financial Institution Wealth Strategy & Growth with LPL Financial LLC.

Our group is growing, and we are hiring a VP, Financial Institution Wealth Strategy & Growth in Town of Charlotte, NY, United States.

This opening is for the VP, Financial Institution Wealth Strategy & Growth role at LPL Financial LLC.

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