Portfolio Manager supporting Commercial Real Estate clients through credit analysis and portfolio management. Evaluating loan opportunities and managing risk while contributing to client growth.
About the role
- AVP, Program Activation managing vendor relationships, executing advisor programs at LPL Financial. Overseeing partnerships and ensuring alignment with strategic priorities.
Responsibilities
- Serve as the primary point of contact for key external vendors, ensuring strong, collaborative, and growth results-oriented partnerships.
- Negotiate, manage, and monitor vendor contracts, service-level agreements (SLAs), and performance metrics to ensure alignment with business objectives.
- Design, plan, and execute advisor-facing programs, workshops, and initiatives that enhance advisor engagement and success.
- Develop and maintain reporting mechanisms to track vendor performance, program ROI, and advisor satisfaction.
Requirements
- Bachelor’s degree in Business, Finance, Marketing, or a related field (Master’s preferred)
- 6–8 years of experience in program management or a related function within financial services or professional services
- Experience managing vendor relationships, contracts, and performance metrics.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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