VP, Annuity & Insurance Growth - Advisor Engagement
Core
Drive adoption and profitability of annuity and insurance products for LPL's advisor base through go-to-market strategies and engagement programs.
Role type
VP, Product Growth & Enablement (Wealth Management)
Builds
Advisor engagement campaigns, training initiatives, and product adoption frameworks for annuity and insurance lines.
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Go-to-market planning, product adoption strategy, advisor engagement, data-driven decision making, stakeholder management, complex capability simplification, strategic partner coordination, presentation skills
Preferred skills
CFP, CFA, MBA, Series 7, 24, or 66 licenses
Technologies
None stated
Responsibilities
Increase adoption and penetration rate of annuity and insurance products; Improve advisor experience and tool adoption; Develop and execute advisor engagement programs; Develop data-driven feedback loops for continuous improvement; Grow profitability of the product line
Seniority
VP, strategic leadership & execution