LPL Financial
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AVP, Salesforce Analytics
role at
LPL Financial .
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 we’re 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
5–10+ years of experience in Salesforce analytics, product management, or CRM strategy
Proven expertise as a Salesforce SME
Strong leadership, communication, and stakeholder management skills
Ability to work cross‑functionally and drive outcomes in an agile environment
Proficiency in data analysis, Excel, and PowerPoint
Core Competencies
Strategic Agility
Problem Solving & Decision Making
Operational Rigor
Leadership & Influence
Preferences
Experience in financial services or fintech
Familiarity with agile methodologies and product lifecycle management
Advanced presentation and roadmap development skills
Salesforce certification preferred
Pay Range $100,275‑$167,125 per year (actual base salary varies based on relevant factors and geographic location. Additional LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid and volunteer time off, and more).
LPL Financial Highlights LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support 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 about 7 million Americans. Our platform offers a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Join LPL Financial At LPL Financial, we believe 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.
Equality Statement Principal only. EOE.
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AVP, Salesforce Analytics
role at
LPL Financial .
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 we’re 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
5–10+ years of experience in Salesforce analytics, product management, or CRM strategy
Proven expertise as a Salesforce SME
Strong leadership, communication, and stakeholder management skills
Ability to work cross‑functionally and drive outcomes in an agile environment
Proficiency in data analysis, Excel, and PowerPoint
Core Competencies
Strategic Agility
Problem Solving & Decision Making
Operational Rigor
Leadership & Influence
Preferences
Experience in financial services or fintech
Familiarity with agile methodologies and product lifecycle management
Advanced presentation and roadmap development skills
Salesforce certification preferred
Pay Range $100,275‑$167,125 per year (actual base salary varies based on relevant factors and geographic location. Additional LPL Total Rewards package includes 401K matching, health benefits, employee stock options, paid and volunteer time off, and more).
LPL Financial Highlights LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. We support 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 about 7 million Americans. Our platform offers a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Join LPL Financial At LPL Financial, we believe 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.
Equality Statement Principal only. EOE.
#J-18808-Ljbffr