At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
LPL Financial is seeking a VPII, Strategic Pricing to help shape and execute the firm’s enterprise pricing strategy. This leader will play a critical role in defining how LPL prices its platform, products, services, and affiliation models to support growth, margin expansion, client experience, and long-term competitive differentiation.
This role is designed for a high-potential strategy and finance leader with the analytical rigor of a top-tier consulting or strategic finance background and the operating maturity to influence senior stakeholders across the organization. The ideal candidate may have experience as a Senior Manager, Engagement Manager, Principal, or early-tenure Partner at a leading strategy consulting firm, or as a strategic finance / corporate strategy leader in a complex financial services organization.
The successful candidate will lead a small, high-performing team responsible for translating enterprise strategy into pricing architecture, economic analysis, decision frameworks, implementation roadmaps, and executive-ready recommendations. This person must be able to move seamlessly from detailed financial modeling and analytical problem solving to executive storytelling, stakeholder alignment, and cross-functional execution.
Responsibilities:- Develop and maintain LPL’s multi-year pricing strategy, including the pricing architecture, strategic principles, economic targets, and roadmap required to support the firm’s 3- to 5-year objectives.
- Analyze how LPL makes money across advisor segments, affiliation models, products, platforms, and services; identify opportunities to improve quality of earnings, price realization, margin expansion, growth, retention, and client experience.
- Lead strategic pricing workstreams across areas such as affiliation model pricing, advisory platform pricing, bundled pricing, advisor incentives, end-client fees, discounting, and fee simplification.
- Design pricing recommendations that balance commercial impact with advisor experience, end-client experience, competitive positioning, regulatory considerations, operational feasibility, and execution risk.
- Build and pressure-test financial models, scenario analyses, sensitivity analyses, and business cases to quantify opportunity size, advisor impact, attrition risk, implementation , and strategic tradeoffs.
- Frame complex pricing decisions for senior leadership, including the Pricing Committee, Management Committee, C-suite leaders, and Board-level discussions when appropriate.
- Partner with Finance, Legal, Compliance, Technology, Operations, Product, Advisor Experience, Relationship Management, Sales, Communications, and business line leaders to move pricing initiatives from strategy through execution.
- Establish clear decision frameworks, governance processes, and guardrails for pricing decisions, exceptions, discounting, legacy arrangements, and ongoing prioritization.
- Translate pricing strategy into implementation roadmaps, including data requirements, operating model needs, communications plans, stakeholder ownership, and change-management considerations.
- Lead, coach, and develop a small team of pricing strategy professionals, raising the bar on analytical quality, executive communication, strategic judgment, and cross-functional influence.
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:
- Bachelor’s degree in business, economics, finance, strategy, engineering, liberal arts, or a related field.
- 10+ years of professional experience in strategy consulting, corporate strategy, strategic finance, pricing strategy, corporate finance, investment banking, FP&A, or a related commercial strategy role.
- Demonstrated experience leading complex analytical work and translating analysis into enterprise-level strategic recommendations.
- Strong financial modeling and business case development skills, with the ability to quantify financial impact and strategic tradeoffs.
- Proven ability to lead cross-functional initiatives that require alignment across strategy, finance, product, technology, operations, legal, compliance, sales, and client-facing teams.
Core Competencies:
- Strategic problem solving: Structures ambiguous problems, drives to the answer, and brings clarity to complex decisions.
- Stakeholder influence: Builds alignment across leaders with different objectives, incentives, and operating realities.
- Executive communication: Creates crisp narratives and decision-ready materials for senior leadership forums.
- Analytical rigor: Uses data, market intelligence, and financial analysis to support recommendations.
- Influential collaborator: Builds alignment across stakeholders with different objectives, incentives, and constraints.
- Talent multiplier: Develops team members, raises the quality of thinking, and creates leverage across the function.
- Enterprise mindset: Prioritizes what is best for LPL overall, not just an individual.
Preferences:
- MBA or relevant graduate degree preferred.
- Background in wealth management, brokerage, RIA, asset management, banking, fintech, or another financial services sector.
- Experience in pricing, monetization, commercial strategy, revenue management, advisor economics, or product and platform profitability.
- Proven ability to lead and develop high-performing strategy, finance, or analytics teams.
- Ability to develop clear, executive-ready materials for C-suite, Management Committee, Board, or investor-facing discussions.
- Experience supporting enterprise transformation, margin expansion, operating model redesign, or cross-functional implementation efforts.
Pay Range:
$178,293.00 - $297,155.00Actual 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
- Bachelor's degree in business, economics, finance, strategy, engineering, liberal arts, or a related field
- 10+ years of professional experience in strategy consulting, corporate strategy, strategic finance, pricing strategy, corporate finance, investment banking, FP&A, or related commercial strategy
- Experience leading complex analytical work and translating analysis into enterprise-level strategic recommendations
- Strong financial modeling and business case development skills
- Ability to quantify financial impact and strategic tradeoffs
- Experience leading cross-functional initiatives across strategy, finance, product, technology, operations, legal, compliance, sales, and client-facing teams
- MBA or relevant graduate degree
- Background in wealth management, brokerage, RIA, asset management, banking, fintech, or another financial services sector
- Experience in pricing, monetization, commercial strategy, revenue management, advisor economics, or product and platform profitability
- Experience leading and developing high-performing strategy, finance, or analytics teams
- Ability to develop executive-ready materials for C-suite, Management Committee, Board, or investor-facing discussions
- Experience supporting enterprise transformation, margin expansion, operating model redesign, or cross-functional implementation efforts
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.
