VP, Strategic Initiatives & Projects

Are you someone with a professional background in finance or consulting? Are you a strategic thinker with excellent analytic capabilities and experience? Are you looking to focus on large strategic transformations, mergers & acquisitions, and strategy space? If so, then this could be the role for you!

LPL Financial is seeking a Vice President in our Business Design and Solutioning team to help articulate and solve strategic business opportunities that arise. This role will be working across a broad spectrum of stakeholders including executive leaders, our advisor and institution clients, and their peers throughout the firm. Not only will the role have discrete responsibilities, but also will be tasked with tackling ad-hoc topics as they arise. The ideal candidate will be able to effectively frame questions, challenges, and opportunities, both qualitatively and quantitatively, for discussion, consumption, and driving to decisions by different stakeholders and constituents.

Responsibilities:

• For key business initiatives, be able to frame scope, goals, and deliverables that support business needs in collaboration with all stakeholders

• Competent in strategic consulting and change management practices with the ability to represent complex issues appropriately to various audiences and to frame and translate undeveloped or undefined ideas into presentations to trigger decision-making, actionable requirements, and plans

• Excellent verbal and written communication skills and presentation ability, especially to executive management, with the ability to convey complex issues in understandable forms to various audiences

• Create documents, frameworks, and analysis (quantitative and qualitative) to help solution critical business issues

• Assist in proactively communicating initiative details across all levels of the organization and across multiple departments in a clear and concise manner

• Identify opportunities for improvement and make recommendations for change within the current ecosystem

• Synthesize data and insights into executive presentations to facilitate business decision making

• Support and drive ad-hoc special projects/analyses that cut across the broader LPL organization

• Ability to multitask, prioritize and manage multiple projects

• Detail oriented and organized with the ability to be comfortable in ambiguous and challenging situations

• Build strong partnerships across all teams

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a demanding environment, are client-focused, team-oriented and can execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree.

• 5+ years’ experience in strategic consulting and/or strategic program management within financial services

• Direct experience in dealing with interested parties to gather feedback and share ideas.

• Proven track record of coordinating large-scale efforts across multiple business units and interested parties.

Core Competencies:

• Demonstrated ability to develop, iterate, and execute strategies and plans.

• Excellent written and verbal communication skills as well as strong quantitative and analytical skills.

• Ability to adapt to change, work independently and as part of teams, and manage initiatives to deliver results within tight timeframes.

Preferences:

• Wealth management experience a plus, not required.

• MBA preferred.

#LI-PA

Pay Range:

$141,200.00 - $235,300.00
 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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