Executive Assistant to the President and Chief Financial Officer

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.

Are you a highly resourceful executive support professional who takes pride in anticipating needs, mastering the details, and creating a seamless experience for an ambitious executive?

We are seeking an Executive Assistant to support our President and Chief Financial Officer. This is a highly visible opportunity for an exceptionally organized, discreet, and polished professional who combines rigorous administrative execution with a high-touch, concierge-oriented approach. The ideal candidate will learn the executive's preferences, anticipate what good looks like, and offer thoughtful solutions and options before issues materialize.

This role is well suited for someone who has supported a CEO or President level investment leader

Job Overview:

The Executive Assistant will provide proactive, dependable, and highly detailed support that enables the President and Chief Financial Officer to operate efficiently and remain focused on LPL's leadership and operational priorities. The role is responsible for complex calendar management, travel and expense administration, executive meeting logistics, designated personal scheduling, and coordination across internal and external stakeholders.

Success requires exceptional attention to detail, discretion, organization, sound judgment, and a strong instinct for delivering a polished executive experience. The Executive Assistant will develop a deep understanding of the executive's operating style and preferences, anticipate needs, resolve routine issues independently, and escalate larger matters with concise context, thoughtful options, and a recommendation.

The position reports through the Chief of Staff to the President / CFO and will work closely with executive teams and assistants, LPL's conference team, workplace services, technology partners, and the executive's personal or household support structure.

Responsibilities:

• Manage a complex and dynamic calendar encompassing business meetings and designated personal commitments, ensuring that appointments, attendees, preparation, travel buffers, and supporting materials are accurate and complete.

• Serve as an effective gatekeeper by evaluating priorities, resolving scheduling conflicts, and redirecting or declining requests based on established criteria and the executive's preferences.

• Continually and persistently look ahead across the executive's schedule to anticipate preparation needs, travel considerations, location conflicts, and potential gaps before they create disruption.

• Coordinate all aspects of business travel, including flights, accommodations, ground transportation, itineraries, conference registration, schedule changes, and real-time logistical support aligned with the executive’s preferences and standards.

• Coordinate designated personal travel, appointments, and related logistics when they affect the executive's schedule or ability to work, partnering appropriately with the executive's personal or household support resources.

• Prepare, submit, reconcile, and follow through on business expenses in a timely, accurate, and policy-compliant manner.

• Oversee executive meeting readiness in New York, including room appearance, technology, catering, materials, guest arrival, and real-time support for the executive.

• Prepare, organize, print, and distribute executive meeting materials, ensuring the latest versions are readily available and appropriately incorporated into the executive's workflow.

• Track selected commitments and deadlines, maintain appropriate follow-up, and help ensure open items are carried through to completion.

• Build trusted working relationships with the Chief of Staff team, other executive assistants, senior leaders, Board-related stakeholders, conference, technology support and production partners, and administrative teams across LPL.

• Develop and maintain clear, consistent administrative protocols that improve accuracy, efficiency, responsiveness, and coordination across the executive's office.

• Identify opportunities to improve administrative and Chief of Staff processes, bringing a curious, hands-on, and continuous-improvement mindset to the role.

• Handle highly confidential and sensitive information with exceptional discretion, judgment, and professionalism.

• Maintain strong familiarity with Manhattan transportation, venues, travel times, and logistics to provide well-informed recommendations aligned with the executive's preferences.

• Provide occasional personal assistance when necessary to support continuity between the executive's professional and designated personal commitments.

• Travel on behalf of or with the executive as required.

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:

• 8+ years of professional experience, including significant experience providing executive support to a CEO, CFO, CIO or President level investment leader.

• Demonstrated experience managing complex calendars, business travel, expenses, and high-touch executive logistics in a fast-paced environment.

• Proven ability to handle highly confidential and sensitive information with exceptional discretion, judgment, professionalism, and attention to detail.

• Strong written and verbal communication skills.

• The ability to coordinate effectively with the Chief of Staff team and across senior executives, administrative partners, external stakeholders, production and technology support teams, and personal or household support resources.

• High school diploma or equivalent, along with proficiency in Microsoft Outlook, Teams, Word, Excel, and PowerPoint.

• Willingness and availability to work outside of standard east coast office hours during the executive’s travel periods, which is expected to occur 30% of the time.

Core Competencies:

• Exceptional attention to detail: Maintains accurate, complete, and current information while identifying gaps before they become issues.

• Discretion and judgment: Handles sensitive matters appropriately and knows when to act independently, seek guidance, or escalate.

• Anticipation and initiative: Learns the executive's preferences, thinks several steps ahead, and proactively prepares for likely preferences without being asked.

• Organization and follow through: Works methodically, manage multiple priorities, and carries responsibilities through to completion without repeated reminders.

• Resourcefulness and problem-solving: Quietly resolves changing circumstances and presents practical, well-considered options rather than simply identifying problems.

• Polished service orientation: Brings warmth, good instincts, responsiveness, and a commitment to delivering a consistently high-quality executive experience.

Preferences:

• Bachelor's degree.

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