AVP, FP&A

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Team Overview:

FP&A is one of LPL’s most visible departments, serving as the bridge between the firm’s strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Job Overview:

As an Assistant Vice President, you’ll lead a high-impact team focused on analyzing and optimizing our affiliation models which is a top priority for the firm. This is a unique opportunity to showcase your financial modeling expertise while collaborating with senior leaders across Finance, Corporate Development, Strategy, and our Business Units. In this role, you’ll shape strategies that drive growth and profitability, while delivering accurate models, insightful analyses, robust forecasts and management reporting that plays a critical role in shaping strategic decisions and guiding discussions in executive leadership and board presentations. We’re looking for a dynamic, influential leader with exceptional business acumen, deep corporate finance expertise, and strong communication skills to help shape the future of our organization.

Roles & Responsibilities:

Strategic Business Partner

• Serve as the primary finance leader and partner for key business executives
• Utilize data to tell a story and drive insights while making business recommendations
• Think creatively and be solution focused when collaborating with business leadership and Finance colleagues
• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance

Forecasting and Analytics

• Build and maintain driver‑based financial models (including expense plans) that reflect evolving business dynamics and support resource allocation
• Lead forecasting, P&L management, & budget planning processes
• Identify efficiency opportunities and implement effective solutions
• Develop or enhance profitability models for existing and new lines of business, as needed
• Deliver on ad hoc analysis, modeling, and additional responsibilities as required

Team Leadership

• Utilize data to communicate and present financial insights effectively across audiences, including executive‑level forums, to support business decisions
• Build a high‑performing team through coaching and development across finance, technical, and general business skills

What we’re 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, Business, or Economics (or a related quantitative discipline)
• 5+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics

Core Competencies:

• Excellent attention to detail
• Self-starters who are dependable, can work independently, and run with asks that come with little initial direction
• Focus on continuous improvement in all financial related processes
• Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

Preferences:

• MBA, CPA, CFA
• Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A

 

Pay Range:

$99,807-$166,345/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.

EAC12.9.25