SVP, Client Networks & Experiences

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you’re ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

LPL Financial is seeking a SVP, Client Networks & Experiences to reimagine, scale, and lead our enterprise-wide strategy for connecting and engaging approximately 30,000 clients across our network. This people leader will design and develop community programming that drives strategic outcomes for the firm, including client retention, engagement, and growth, while shaping long-term innovation across digital and in-person experiences.

Reporting into senior leadership, this role blends strategic foresight with operational excellence. The SVP will define what client networks and community mean for LPL, set the enterprise vision, and drive execution across digital programming, affinity networks, signature events, and ongoing engagement channels.

Responsibilities:

Strategic Leadership & Vision
- Define and own LPL’s Client Network strategy, aligning with firm priorities and long-term growth objectives.
- Reimagine how personalization and tailored experiences meaningfully impact retention, engagement, and SSS growth.
- Serve as a strategic thought partner to cross-functional executives, shaping firmwide approaches to community, connection, and client lifecycle engagement.
- Benchmark against best-in-class Fortune 500 community and engagement programs (e.g., professional networks, loyalty ecosystems, cross-portfolio community platforms).
Program Development & Execution
- Lead the design and implementation of digital and in-person engagement programs, including forums, cohorts, affinity groups, and learning communities.
- Oversee all community channels—including inclusion and belonging initiatives, councils, and user groups—ensuring they are integrated, measurable, and aligned with firm goals.
- Strengthen Inclusion & Belonging communities and embed community insights into enterprise strategy.
- Execute end-to-end experience delivery across major client touchpoints, including conferences, cohort events, and digital platforms.
Signature Events Leadership
- Serve as the business lead for LPL’s Women’s Conference, with responsibility for strategic positioning, growth acceleration, content relevance, and differentiated client experience. This conference is recognized as one of the largest in the industry.
- Oversee programming and engagement outcomes for all major LPL events that support client network building, including client network councils.
- Ensure diversity of perspective, voice, and community representation is reflected across all programs and experiences.
Digital Experience & Innovation
- Drive enhanced digital network programming, including platforms that enable peer connection, curated experiences, personalization, and actionable network insights.
- Partner with technology, digital product, and analytics teams to establish scalable, measurable digital community ecosystems.
Measurement & Impact
- Establish KPIs, dashboards, and insights frameworks to measure retention, engagement, growth, and overall community health.
- Use data and member insights to continuously iterate and optimize programming.

What are we looking for?

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.

Requirements:

10+ years of leadership experience with increasing responsibility in community strategy, customer engagement, client networks, digital engagement, or related domains.
Demonstrated success leading community- or network-driven outcomes at scale, ideally within financial services, technology, professional networks, or large enterprises.
Interpersonal skills with a demonstrated ability to build trust, engage deeply with clients, and translate insights into strategy and action.
Analytical background with the ability to interpret data, build performance dashboards, and drive data-backed decisions.
Bachelor’s degree required; MBA or related graduate degree preferred.

Preferences:

Experience leading large-scale events and affinity programming.
Background in digital community platforms, personalization engines, and modern engagement ecosystems.
Strong understanding of inclusion and belonging strategies and execution.
Financial services experience a plus.

Pay Range:

$173,851-$289,752 per year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!