AVP, Strategy & Business Management

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:

LPL is seeking a results-driven, adaptable Assistant Vice President to support Strategy & Business Management initiatives within the Service organization. In this role, you will partner closely with the Chief of Staff and senior leaders to drive high-impact initiatives and ensure the effective operation of key business management processes that keep the service function performing at its best.

This individual will play a central role in improving the quality and efficiency of decision-making, tracking progress against key priorities, and ensuring execution against annual goals. The ideal candidate is a proactive problem-solver who thrives in a fast-paced, dynamic environment and enables leadership to stay focused on the highest-impact priorities.

You will serve as a trusted partner to leadership, balancing strong analytical thinking with sound judgment and a focus on execution. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that enhance the performance of the broader organization.

Responsibilities:

• Own and optimize the business rhythms of Service, including strategic planning cycles, business performance, financial tracking, and executive reporting
• Partner with Service leadership to define, refine, and dive the long term strategy for Service
• Develop strategic business cases and executive ready materials for the President, Board of Directors and Operating Committees
• Analyze industry or business trends, performance data, and market shifts to inform strategic direction
• Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is fully informed on priorities, risks, and outcomes
• Partner with leadership to oversee core business operations, including headcount management, hiring, capacity reporting, budget, and leadership offsites
• Synthesize enterprise insights by gathering data, analyzing trends, and translating complex information into clear recommendations
• Coordinate cross-functional alignment across Service and partner teams to ensure clarity on priorities and interconnected initiatives
• Stand up and lead special projects and events in partnership with Service leadership, inclusive of event planning
• Enable leadership effectiveness by monitoring issues, maintaining key relationships, & anticipating needs to support the success of the Service organization
• Support talent planning and departmental operating reviews in partnership with HR, Finance, Data & Analytics, and Business Leaders
• Conduct structured problem solving to uncover insights and shape recommendations that enhance execution and business outcomes
• Support the implementation and adoption of key initiatives through structured change management, communication, and stakeholder engagement
• Act as a thought partner to department heads and frontline leaders to translate strategy into action

What we are 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:

• Bachelor’s degree in Finance or equivalent work experience
• 5 years of experience (or equivalent experience), ideally in financial services, consulting, or business management roles, with a demonstrated track record of performance and impact.

• Experience with PowerPoint and the ability to consolidate information into a cohesive and coherent story.

• Experience with demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution. Skilled at managing multiple priorities independently and effectively.

• Experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.

• Proven ability to build relationships and effectively partner with senior stakeholders across functions.

• Highly organized with the ability to manage multiple priorities, maintain attention to detail, and drive work to completion.

Pay Range:

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