Kathryn Lazell
I am passionate about connecting people, ideas, and organizations.
- Role
- Assistant Vice President, Program Activation at LPL Financial
- Location
- Somerville, MA, US
- LinkedIn followers
- 500 followers
About Kathryn Lazell
With years of experience creating and executing events and programs across different industries, I thrive on organization and connecting the dots. My passion is giving people access to ideas, industries, and relationships that they wouldn\'t ordinarily come across. I am adept at deep-diving into the many minute, logistical details needed to execute a flawless event, quick to jump in and problem-solve, and able to keep an eye on the big picture. I love relationship-building and working with new people. When I\'m not at the office, you can find me trying out all my local coffee spots, attending spin classes, or taking long walks to pick and press flowers.
Experience
Assistant Vice President, Program Activation
Feb 2026 — Present · Boston, MA, US
Managing strategic vendor partnerships within a wealth management environment, negotiating contracts, overseeing SLAs, and monitoring performance to support advisor growth and client outcomes- Designing and delivering advisor-facing programs, workshops, and initiatives focused on practice management, product adoption, and advisor engagement across the wealth platform- Acting as a key connector between financial advisors, external vendors, and internal teams (product, marketing, compliance, operations) to ensure seamless, compliant program execution- Building and maintaining reporting frameworks to assess vendor performance, program ROI, and advisor satisfaction, translating insights into recommendations for senior leadership- Driving continuous improvement by introducing process efficiencies, governance standards, and best practices.
Education
University of York
Master’s Degree, Public History
2015 — 2016
University of Cape Town
Sociology, Criminology, Gender Studies
2011 — 2011
Skidmore College
BA, American Studies, Sociology
2008 — 2012
Skills
- Program Development
- Microsoft Office
- Customer Service
- Data Analysis
- Public Speaking
- Online Research
- Fundraising
- Customer Relations
- Online Marketing
- Data Entry
- Historical Interpretation
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