Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The AVP role will be a key player in turning ideas into actions that drive the future growth of LPL, and deeper engagement with our financial advisors into reality. We are looking for candidates who are adept at identifying market opportunities, prioritizing initiatives, developing go-to-market strategies, reaching product-market fit, and tracking results.
The AVP role will be part of our fast-paced Client Success Business Management & Strategy team where LPL dreams big – setting an ambitious vision – then owns, develops, and drives the highest impact levers – turning this vision into reality. Our AVPs combine strategic thinking, human-centered design, market research & sizing, business management, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.
This is based in either our Ft. Mill or Tempe office.
Responsibilities:
- Lead and support initiatives that will have a material impact on LPL and our clients
- Build strategic perspectives and lead project execution
- Collaborate with key partners and leaders across LPL
- Interact with advisors to receive feedback and uncover insights
- Lead data insights and reporting for assigned projects
- Create and deliver presentations (e.g. growth strategies, data insights, project plans and updates) - that will be presented to partners and leaders throughout the organization
- 50/50 Strategy execution and Business management
- Maintain key communications channels and data management
- Work with internal partners on preparation of key deliverables
- Support Business Continuity Planning efforts
- Manage special projects such as process improvements, data analysis/compilation, presentations, report building
- Drive cross-functional change efforts on behalf of the Chief of Staff
- Develop materials and PowerPoint presentations on an ad hoc basis
- Support successful planning and execution of team events and engagement activities
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:
- 5+ years of experience in either strategy or management consulting in areas that include; growth strategy, growth “hacking”, innovation and new ventures, product strategy & development, business management
Core Competencies:
- Analytical skills with an ability to identify relevant data + insights and present in an actionable manner
- Superior people and communication skills
- Superior presentation skills & ability to build a story narrative
- Able to take complex topics and make them easy to understand
- Experience of merging human-centered design with growth strategy
Preferences:
- Strong knowledge of the wealth management industry and how financial advisors operate their business
- Management Consulting experience
- Master of Business Administration (MBA) degree preferred
Pay Range:
$117,935.00 - $196,524.00Actual 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(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.
For further information about LPL, please visit www.lpl.com.
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.
EAC 5.19.26
Skills Required
- 5+ years of experience in strategy or management consulting, including growth strategy, growth hacking, innovation and new ventures, product strategy and development, or business management
- Strong analytical skills and ability to identify relevant data and present actionable insights
- Superior people and communication skills
- Superior presentation skills and ability to build a story narrative
- Ability to simplify complex topics
- Experience merging human-centered design with growth strategy
- Strong knowledge of the wealth management industry and financial advisor operations
- Management consulting experience
- Master of Business Administration degree
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
