VP, Strategic Planning & Investments

Are you a team player? Are you curious to learn? Do you enjoy strategizing on how to approach large opportunities while thinking creatively about how to move them through the sales pipeline? If so, this place is for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,000 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The Strategic Planning & Investments team within FP&A leads the firm Investment Committee and serves as the connection point between strategy, product, and finance.

The Vice President, Strategic Planning & Investments is a highly visible role that includes frequent interaction with firm leadership. They will support prioritization and optimization of LPL’s technology portfolio and strategic investments over a multi-year arc. The ideal candidate has a combination of finance knowledge and strategic acumen.

Responsibilities:

• Prepare presentations and develop frameworks that underpin the monthly Investment Committee process to allocate investment capital and maximize return on investment

• Partner within FP&A and cross functionally to create executive-level business cases and investment proposals, help define measures of success, and quantify trade-offs

• Lead cross-functional working groups across the organization that support the development of robust business cases aligned to firm strategy

• Partner with corporate strategy and product leadership in the development of 3-year executive level roadmap

• Develop methodology to size up funding pools for new investment and reallocation / reprioritization efforts

• Support development of firm wide corporate goals and OKRs that cascade throughout the organization

• Support development of Board level presentations that speak to investment allocation methodology and company performance

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• BA/BS degree in finance, business, economics (or a related discipline)

• 7+ years of experience, with 5+ in financial services strategy, consulting, product management, or banking

• Reside in or open to relocate to San Diego, CA or Charlotte, NC metro area

Preferences:

• Master of Business Administration (MBA) degree

• Robust understanding of the wealth management space and related technology platforms

• Prior experience in consulting / corporate strategy supporting a financial services organization

Core Competencies:

• Ability to own multiple responsibilities while addressing ad hoc concerns of leadership and business partners, with minimal direction

• Strategic agility and ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

• Experience building financial models / developing business cases, and effectively communicating analysis to support decision-making

• Exceptionally strong communication skills, navigating communication at multiple levels of the organization

Compensation Range: $137,000- $228,300

Pay Range:

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.