486 vp wealth management advisor jobs found

About this role BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions -from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. Location: Chicago, Princeton, Boston, Atlanta or San Francisco Business Description: BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The VP of Learning & Development is a visionary, innovation-driven leader responsible for designing and executing transformative learning initiatives that align with business goals, enhance employee experience, and supports LPL culture. This role leads a high-performing team of instructional designers, facilitators, and learning leaders to deliver cutting-edge, scalable training programs that drive employee capability, engagement, and retention. The ideal candidate is a strategic leader with deep expertise in talent development, digital learning technologies,...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Job Overview: As Vice President, Strategy & Business Execution, you'll play a critical role as a strategic partner and execution leader to the Service & Supervision executive team. Reporting to the SVP, Head of Strategy & Department Operations ('Chief of Staff') for Service and Supervision, you will drive high-impact initiatives, manage key business rhythms, and develop strategic materials for senior leadership, including the President and Board of Directors. This role is ideal for a highly analytical, structured operator who excels in dynamic environments and brings clarity and momentum to complex challenges Responsibilities: Lead business-level initiatives from ideation to execution, collaborating across Service, Supervision, and with our key partners like...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. Job Overview: As Vice President, Strategy & Business Execution, you'll play a critical role as a strategic partner and execution leader to the Service & Supervision executive team. Reporting to the SVP, Head of Strategy & Department Operations ('Chief of Staff') for Service and Supervision, you will drive high-impact initiatives, manage key business rhythms, and develop strategic materials for senior leadership, including the President and Board of Directors. This role is ideal for a highly analytical, structured operator who excels in dynamic environments and brings clarity and momentum to complex challenges Responsibilities: Lead business-level initiatives from ideation to execution, collaborating across Service, Supervision, and with our key partners like...

Job Description: The Role As a Vice President, Alternatives Channel Strategist, you will focus on Fidelity's Wealth and Brokerage Channels. The Wealth channel supports Fidelity's High Net Worth clients providing financial planning and advice, whilethe Brokerage channel supports clients who are not in a covered relationship with an advisor. This individual will be an on-call source for alternative product expertise and will be expected to spend significant amount of time within these channels providing education on our alternative suite of products, problem solving, and collecting feedback. You should have expertise with both the investment product and the legal documentation required to be an investor within the alternative products. You will articulate the investment process and positioning across a suite of asset management's alternative products. You will be responsive and willing to work with advisors, brokerage representatives and their clients. The ideal candidate will...

VP - Program Director - CIO Advisory - Research Board The Gartner Research Board (GRB) is Gartner's dedicated service for the senior-most technology and digital leaders and their functional direct reports from the largest and most complex Global organizations. The roles we serve include Global CIO, Digital Officer, Technology Officer, Data & Analytics, Infrastructure & Operations, Enterprise Architects, Security & Risk, and Strategic Sourcing. GRB is the only global peer research service that supports the critical priorities of these senior leaders through a combination of shared member community insight (members learning from each other's experiences) and thought leadership from the Gartner analyst community, supported by external connections from an extended ecosystem of vendor, academic, and investor relationships. VP Program Directors work closely with member technology leaders, ranging from Global CIOs to Data & Analytics leaders in the GRB community to...

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience-from portfolio construction and reporting to compliance and client engagement. What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. We're a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create-internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what's possible in wealth management. As we grow, we're looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we...

Are you passionate about knowledge management and leading a team of digital help content creators? What if you could transform client experiences by providing advisors and their staff with access to the most effective self-help content? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you! Job Overview: We are seeking a strategic Vice President of Knowledge Management to transform content management by leveraging cutting edge artificial intelligence solutions to curate and create industry-leading service content. This executive-level leader will be responsible for overseeing a team of knowledge creators, editors and content strategists who develop and maintain internal and client-facing knowledge resources. The VP will be responsible for developing solutions which enable the business to deliver desired call deflection and client satisfaction outcomes. Responsibilities: Strategy & Leadership Develop and execute...

Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service In Diversified industries group you work with public or private companies in a wide variety of industries such as industrial services, manufacturing, distributing, printing and packaging, engineering and contracting, transportation and logistics, and a wide range of other businesses. You cater clients with revenues from $10MM - 10B, providing them industry best commercial product and solutions meeting their needs. We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $10MM - 10B in revenue and has established relationships with customers, COIs, and key stakeholders in the market. The RMs & PMs will be responsible to drive new client...

Application Deadline: 08/28/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service In Diversified industries group you work with public or private companies in a wide variety of industries such as industrial services, manufacturing, distributing, printing and packaging, engineering and contracting, transportation and logistics, and a wide range of other businesses. You cater clients with revenues from $10MM - 10B, providing them industry best commercial product and solutions meeting their needs. We are seeking multiple positions as Director or VP level Senior Relationship Managers (RM) and Portfolio Managers (PM) in our Diversified Industries & Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies in middle market generating $10MM - 10B in revenue and has established relationships with customers, COIs, and key stakeholders in the market. The RMs & PMs will be responsible to drive new client...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Job Overview: The VP of Learning & Development is a visionary, innovation-driven leader responsible for architecting and executing a transformative learning strategy that aligns with business goals, enhances customer experience, and ensures regulatory compliance. This role leads a high-performing team of instructional designers, facilitators, and learning leaders to deliver cutting-edge, scalable training programs that drive employee capability, engagement, and retention. The ideal candidate is a strategic futurist with deep expertise in talent development, digital learning technologies, and a passion for shaping the future of workforce development. Responsibilities: Architect and...

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! Job Overview: The VP of Learning & Development is a visionary, innovation-driven leader responsible for architecting and executing a transformative learning strategy that aligns with business goals, enhances customer experience, and ensures regulatory compliance. This role leads a high-performing team of instructional designers, facilitators, and learning leaders to deliver cutting-edge, scalable training programs that drive employee capability, engagement, and retention. The ideal candidate is a strategic futurist with deep expertise in talent development, digital learning technologies, and a passion for shaping the future of workforce development. Responsibilities: Architect and...

Do you enjoy exploring ways companies incentivize clients? Do you enjoy building strategies to drive behavior change such as incentive programs, club programs, reward and recognition programs? Do you enjoy identifying opportunities, uncovering needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what's ahead? If so, the Vice President role in our Growth Strategy team could be for you! Job Overview: The VP role will be a key player in turning ideas to drive the future growth of LPL, and our financial advisors, into reality. The VP role will lead the strategic vision of how to incentivize and rewards behavior change. We are looking for candidates who are adept at incentive and reward programs, behavior change, go-to-market strategies. The VP role will be part of our fast-paced Growth Strategy team where LPL...

Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and objectives. As their trusted advisor, you will work directly with clients to help them achieve their financial goals. Essential Job Functions Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by evaluating the investment needs of clients and prospective clients and researching and analyzing investment opportunities Actively participate in business development by conducting and facilitating existing/prospective client meetings and client portfolio review calls Provide general investment expertise and trading capabilities Generate and review trades in the stock and bond markets Prepare client proposals, presentations, communication, and reporting Coordinate ongoing client investment reviews, at least quarterly Cultivate and maintain...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. We are seeking a strategic and highly analytical Vice President (VP), Advisor Technology Support & Analytics to serve as a key operational leader within our financial services organization. This role will be responsible for driving the technical success of our advisor team by overseeing escalated support for technology-related challenges, managing a team focused on issue resolution, and leading the aggregation, analysis, and reporting of advisor pain points. These insights will directly inform improvements to our product, infrastructure, and policy frameworks. Key...

We are looking for a Vice President (VP) of Digital Support Journey Design who is a thought leader, problem solver, and structured operator to help drive large-scale transformation and strategic operational initiatives within our Services organization. This role reports to the EVP of Services Digital Enablement. Responsibilities: Driving rapid, iterative improvements to digital support journeys. Identify opportunities to launch highly visible strategic transformational initiatives. Diagnose operational pain points, break down complex challenges, and implement a path forward with our key business partners and stakeholders across Product, Technology and Delivery. Establish execution frameworks that bring consistency, discipline, and accountability to identifying digital journey pain points. Build and drive processes on how to best use resources; including people, technology and capital to optimize outcomes. Develop compelling presentations to articulate and advocate for...

Do you enjoy exploring ways companies incentivize clients? Do you enjoy building strategies to drive behavior change such as incentive programs, club programs, reward and recognition programs? Do you enjoy identifying opportunities, uncovering needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what's ahead? If so, the Vice President role in our Growth Strategy team could be for you! Job Overview: The VP role will be a key player in turning ideas to drive the future growth of LPL, and our financial advisors, into reality. The VP role will lead the strategic vision of how to incentivize and rewards behavior change. We are looking for candidates who are adept at incentive and reward programs, behavior change, go-to-market strategies. The VP role will be part of our fast-paced Growth Strategy team where LPL...

Are you energized by solving complex problems, connecting cross-functional teams, and driving meaningful change? Join the M&A / Large Deal Transformation team and become the vital link that ensures seamless collaboration, issue resolution, and operational excellence across high-impact initiatives. In this role, you'll help shape the future of integrated solutions by putting clients first and enabling scalable, sustainable success. Job Overview: The VP, M&A / Large Deal Transformation plays a critical role in supporting the successful execution of mergers, acquisitions, and strategic partnerships with a specific and immediate focus on driving the integration of one of LPL's largest clients. This role acts as the connective thread across teams, ensuring alignment, triaging issues, and driving continuous improvement for how LPL integrates with our large clients. Responsibilities: Oversee the product and technology integration process for one of LPL's largest existing...

We are looking for a Vice President (VP) of Digital Support Journey Design who is a thought leader, problem solver, and structured operator to help drive large-scale transformation and strategic operational initiatives within our Services organization. This role reports to the EVP of Services Digital Enablement. Responsibilities: Driving rapid, iterative improvements to digital support journeys. Identify opportunities to launch highly visible strategic transformational initiatives. Diagnose operational pain points, break down complex challenges, and implement a path forward with our key business partners and stakeholders across Product, Technology and Delivery. Establish execution frameworks that bring consistency, discipline, and accountability to identifying digital journey pain points. Build and drive processes on how to best use resources; including people, technology and capital to optimize outcomes. Develop compelling presentations to articulate and advocate for...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The VP of Learning & Development is a visionary, innovation-driven leader responsible for designing and executing transformative learning initiatives that align with business goals, enhance employee experience, and supports LPL culture. This role leads a high-performing team of instructional designers, facilitators, and learning leaders to deliver cutting-edge, scalable training programs that drive employee capability, engagement, and retention. The ideal candidate is a strategic leader with deep expertise in talent development, digital learning technologies,...