Vice President, Finance FP&A - Technology

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.

Are you someone with a strong background in financial analysis? Do you strive to be a best-in-class business partner? Excited to learn more? If so, then this could be the role for you! 

Job overview:

The Vice President, Finance will play a key leadership role on the FP&A team supporting the Technology division by managing a financial operations function within the larger team. As a trusted business partner, you will be responsible for driving and creating analyses, management reporting, robust forecasts, and ultimately making recommendations that help business and finance executives make informed decisions. Manage the economic business case process within the initiative budget and control processes. The team is integrally involved in strategic capacity management, including supporting growth initiatives and technology resource management. The ideal candidate is a dynamic leader with a combination of strong business acumen, technology finance knowledge, and excellent communication skills.

Responsibilities:

• Drive cost optimization initiatives across software, cloud, infrastructure, and vendor spend through enhanced financial visibility, utilization insights, and improved contract economics.
• Lead the technology business management / IT finance management dialogue across infrastructure towers, ensuring business leaders understand cost drivers and opportunities for efficiency.
• Implement scalable cost governance mechanisms that empower Technology leaders while maintaining firm-wide financial controls.
• Act as the primary liaison for FP&A to the Technology divisions; develop strong relationships with senior business leaders
• Promote a culture of continuous improvement, innovation, and cross-functional collaboration.
• Provide actionable financial insights to guide resource planning, vendor decisions, and investment tradeoffs.
• Lead monthly business reviews with Technology leadership to communicate financial performance, variance drivers, and operational risks/opportunities in the project space.
• In partnership with business areas, review operating expense results, identify key variance explanations, and drive associated action items to maintain financial discipline
• Drive the enhancement of financial related models to ensure they are both accurate and periodically updated to reflect changing business dynamics
• Effectively interact and communicate with all levels of business leadership, including the EVPs, VPs, and other leaders within Technology
• Build a high performing team; coach and develop team members on finance, technical, and general business skills
• Oversee the delivery of accurate and effective executive-level financial presentations

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:

• BA / BS in Finance, Economics, or a related discipline
• Minimum of 12 years’ experience working in progressively dynamic roles within Finance, FP&A, or Strategy
• Minimum of 5 years of management experience
• Financial Services industry experience
• Technology Finance Partner experience
• Total Cost of Ownership or Technology Business Management experience

Core Competencies:

• Excellent communication (verbal & written), problem solving, and analytical skills
• Detail oriented with insight to determine applicability of big picture analysis
• Reliable self-starter, with a collaborative mindset and ability to build strong relationships across the organization
• Strong financial and business acumen with the ability to take complex factors and create relevant, concise summaries to support finance and business unit decisions
• Experience managing software and hardware spend for a complex Technology department
• Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
• Client centric and commitment to identifying opportunities to continually improve the underlying processes & resulting output

Preferences:

• Wealth Management related industry experience
• Master’s Degree, CPA, or CFA
• Technology Financial Support experience
• ITFM certification
• TBM certification

 

Pay Range:

$128,235-$213,725/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