Vice President II, Strategy & Operations

LPL Financial is seeking a Vice President II, Strategy & Operations to support and drive transformation initiatives across our Strategy & Growth, Wealth Management and Client Success (collectively, the “Sales & Growth”) functions. This individual will partner closely with the Sales & Growth Transformation Domain Lead and senior leaders to translate strategy into executable plans and drive alignment and delivery across a sequenced portfolio of initiatives that advance organic growth, client experience and operational efficiency.

Responsibilities:

• Transformation Vision and Strategy: Partner with the Domain Lead and senior leaders across the Sales & Growth functions to support the development and refinement of the transformation vision and strategy, identifying cross-functional opportunities to standardize, scale and drive impact
• Roadmap, Planning and Measurement: Support the development of business cases, KPIs and value realization plans for key initiatives; help ensure alignment to enterprise priorities, inform sequencing decisions and surface dependencies and risks
• Transformation Portfolio Execution: Partner with Program Delivery to support execution across the Sales & Growth transformation portfolio, including AI-enabled advisor growth tools, scaled success management and advice delivery models, business transitions efficiency, process simplification for high-impact client journeys, etc.
• Executive Governance and Reporting: Partner with Program Delivery to ensure disciplined operating routines and portfolio transparency; produce clear narratives, insights and recommendations to support executive-level updates and decision-making
• Matrix Leadership: Operate effectively within a matrixed environment with Program Delivery and Change Management & Adoption teams, ensuring alignment across strategy, delivery and activation
• Resourcing and Support Strategy: Help assess and recommend appropriate support models (domain-owned, program-supported or centralized resources) based on business needs and value at stake
• Partnership: Build trusted relationships with senior Sales & Growth leaders and cross-functional partners; influence priorities and trade-offs, align investment to value and help ensure the transformation enables business objectives and broader enterprise outcomes
• Continuous Improvement: Continuously assess and respond to the evolving needs of the organization; refine Sales & Growth Transformation strategy and operating model over time, incorporating learnings and cross-domain best practices

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:

• 10+ years in wealth management with experience in strategy/transformation or commercial/operational roles delivering measurable business outcomes
• Experience in one or more of the following areas:
  • Advisor-facing experience and business fluency (e.g., practice management, success enablement, field leadership) with the ability to translate advisor needs and behaviors into transformation opportunities
  • Product/technology expertise (e.g., digital tool build, platform modernization) with a proven ability to translate capability delivery into real business outcomes
• Demonstrated excellence in business casing, sequencing and KPI design; adept at converting strategy into a sequenced, resourced plan
• Executive communication and influence skills; able to synthesize complexity, shape decisions and drive alignment across senior stakeholders

Preferences:

• Experience deploying AI/automation solutions in revenue-facing and operational workflows with measurable impact on growth and cost-to-serve
• Background in advisor adoption, practice management, transitions/onboarding and/or sales enablement
• Prior consulting experience or hands-on portfolio/program leadership across business and technology

Other

• Role may require 5 – 10% travel

 

Pay Range:

$167,237-$278,728/year
 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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