VP, M&A / Large Deal Transformation

Are you energized by solving complex problems, connecting cross-functional teams, and driving meaningful change? Join the M&A / Large Deal Transformation team and become the vital link that ensures seamless collaboration, issue resolution, and operational excellence across high-impact initiatives. In this role, you’ll help shape the future of integrated solutions by putting clients first and enabling scalable, sustainable success.

Job Overview:

The VP, M&A / Large Deal Transformation plays a critical role in supporting the successful execution of mergers, acquisitions, and strategic partnerships with a specific and immediate focus on driving the integration of one of LPL’s largest clients. This role acts as the connective thread across teams, ensuring alignment, triaging issues, and driving continuous improvement for how LPL integrates with our large clients.

Responsibilities:

• Oversee the product and technology integration process for one of LPL’s largest existing customers

• Collaborate with a wide variety of product teams to ensure requirements are understood, discovery artifacts are created, development plans are in place, and monitor the execution

• Triage issues that arise during the integration process

• Serve as a point of contact by being the liaison between LPL teams and the client

• Collect information and build client-facing content to be presented during onsites and meetings to drive progress towards joint goals

• Create and maintain project roadmaps, managing risks and ongoing maintenance across various product and technology teams as well as the client

• Identify issues early, create mitigation plans, and implement plans

• Maintain clear, consistent communication with all stakeholders

• Exhibit experience, presence, and poise to command the respect and trust of various level of the organization

What are we looking for?

We’re looking for a proactive, relationship-driven problem solver who thrives in fast-paced, cross-functional environment. You’re someone who can connect the dots, build trust, and keep the big picture in focus while managing the details. You’re passionate about delivering exceptional experiences and making complex things simple.

Requirements:

• 7+ years of experience in a consulting, tech/product integrations, or similar roles in the wealth management industry

• 5 plus years experience in wealth management/broker dealer environment

Preferences:

• Familiarity with integration tools, project management platforms, or CRM systems is a plus.

Core Competencies:

• Strong organizational, communication, and leadership skills

• Proven ability to manage multiple priorities and stakeholders.

• Ability to communicate effectively to a wide-variety of audiences (both internal and external)

• Proven track record of managing large scale technology integrations

• Deep understanding of the wealth management industry

• Clear and effective verbal and written communication, with strong problem-solving skills and the ability to engage with internal and external partners at all levels.

 

Pay Range:

$141,675-$236,125/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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.

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