AVP, Salesforce Analytics

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What if you could lead the transformation of how Salesforce drives Client Success? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.

As AVP, Salesforce Analytics, you’ll play a critical role in optimizing our CRM strategy, ensuring data integrity, and delivering innovative solutions that enable our Client Success organization to thrive. If you’re ready to make an impact with cutting‑edge tools and strategic thinking, discover what’s possible with LPL Financial.

Job Overview

The AVP, Salesforce Analytics will serve as the Salesforce subject matter expert for the Client Success organization, leading CRM strategy, data governance, and system optimization. This role is responsible for driving adoption and enhancements of Salesforce, managing critical initiatives, and acting as a liaison between business stakeholders and technology teams. The AVP will combine product management, analytics, and operational rigor to deliver scalable solutions that improve efficiency and enable growth.

Responsibilities

• Own the Salesforce roadmap for Client Success, including optimization and new feature implementation.
• Conduct monthly CRM audits to maintain data integrity and trust in the platform.
• Act as the primary liaison between Client Success stakeholders and Product / Technology teams, translating business requirements into actionable solutions.
• Develop and maintain campaign reporting and playbooks to support strategic initiatives.
• Prioritize and manage backlog items, balancing current needs with future opportunities.
• Support change management and training efforts to drive adoption of Salesforce tools.
• Monitor downstream impacts of new configurations and ensure scalability across teams.

What are we looking for?

We’re looking for a strategic thinker and strong collaborator who thrives in a fast‑paced environment and is passionate about leveraging Salesforce to deliver exceptional client experiences. Our ideal candidate combines technical proficiency with business acumen, embraces continuous improvement, and can influence outcomes without direct authority. 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

Core Competencies

Preferences

Pay Range

$100,275-$167,125 / 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. Your recruiter will be happy to discuss all that LPL has to offer!

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, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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. 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.

For further information about LPL, please visit www.lpl.com.

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?

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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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