AVP, Strategic Initiatives

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 LPL Strategic Initiatives team is seeking an AVP with a strong background in both strategy and project management to help LPL solve complex challenges and become the best firm in wealth management. As a trusted team member, you will analyze data to help develop strategic recommendations, lead cross-functional working groups to drive outcomes on key strategic initiatives, and act as a project manager across multiple workstreams to ensure that projects are advancing on schedule.

The ideal candidate for this role has a combination of business acumen, wealth management experience, an entrepreneurial mindset, and project management experience to assist with the development and delivery of our strategy. A background in corporate strategy or consulting is a plus.

Responsibilities:

• Support strategic initiatives that promote address key opportunities LPL is facing, including initiatives focused on improving the advisor experience and strategic partnerships / engagements  
• Bring together market research, data analysis, and cross-functional team support to build business cases, draft strategic recommendations, and provide overviews on LPL’s performance across key dimensions
• Translate our strategy into action plans leveraging an agile development method to help team execute in an iterative manner that allows for pivots as our strategy and the wealth management market shifts
• Challenge the status quo to ensure that strategies are stress-tested and that LPL continues to evolve into an undisputed industry leader and disruptor
• Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions and new offerings to drive advisor satisfaction and growth
• Effectively leverage data, voice of the client, and competitive intelligence to support story-telling in a way that paints a compelling picture that leads to cross-functional executive buy-in. This can be done through creative deck-building as well as taking a role in presenting to varied audiences
• Work cross-functionally to understand advisor needs and address gaps in LPL’s current offerings to ensure we are continuously meeting the needs of our advisors

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:

• 3+ years of experience in management consulting, corporate strategy, or program & project management
• Experience in the financial services / wealth management industry
• Willingness and ability to travel, as needed (<10%)

Core Competencies:

• Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
• Competence in delivering results through a combination of individual contributions and partnering with other key team members across an organization broadly
• Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results
• Comfort with ambiguity and an ability to work independently with limited direction to meet the needs of the team

Preferences:

• Superior analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization, and present findings in a clear and actionable manner

 

Pay Range:

$129,677.00 - $216,197.00
 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(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 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?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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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