VPII, Chief of Staff

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.

The Risk, Operations, Compliance, and Transformation & Delivery organization at LPL is seeking a Vice President II, Chief of Staff to lead the primary support function for LPL’s Chief Risk Officer and Head of Business Operations. In this role, the VPII will collaborate with executive team members to drive strategic planning and cross-functional change efforts, lead employee engagement, and support key executive reporting.
 

The ideal candidate will bring a demonstrated track record of influencing senior leadership, collaborating across stakeholder groups and leading change management efforts as well as critical skills in developing and leading high performing teams.

Responsibilities:

• Lead the Business Management Support team as a key leverage point for the Managing Director and executive leadership, serving as a thought partner and central connection across the leadership team and key external partnerships.
• Drive team operational rhythms and business management, including leadership meetings, town halls, planning routines, and tracking of projects and initiatives to ensure alignment and execution.
• Coordinate and drive execution of cross-functional initiatives, while leading and accelerating key change efforts across the organization.
• Partner with leadership to deliver, monitor and communicate progress against goals.
• Drive employee interaction and engagement efforts, including employee communications.
• Drive alignment by managing employee town halls and leadership meetings.
• Hire, train and lead a high-performing team in a dynamic environment.
• Serve as a thought partner and program manager to drive key change efforts.
• Manage executive and Board level reporting preparation processes.
• Track and analyze team budget / expense management.

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:

• BA/BS degree in Finance, Business Management or related field.
• 10+ years relevant experience in financial services.
• Strategic thinker, communicate effectively, drives change, is highly motivated and thrives in a changing environment.
• A proven history of building and maintaining excellent relationships and partnering with executives at all levels to help drive change.
• Program and project management acumen and experience driving far-reaching high-impact initiatives.

Core Competencies:

• Leadership: Demonstrates the ability to lead and influence others.
• Decision-Making: Ability to make informed timely decisions.
• Problem-Solving: Strong analytical and problem-solving skills.
• Strategic Thinking: Ability to translate executive vision into actionable strategies.
• Communication: Exceptional written and verbal communication skills.
• Adaptability: Ability to adapt to changing priorities and work effectively under pressure in a fast-paced environment.
• Collaborative Leadership: Works well with leaders and fosters a collaborative culture.
• Stakeholder Engagement: Build and maintain strong relationships with key stakeholders.

Preferences:

• Consulting and/or operations expertise preferred.

• MBA Preferred.
• 5+ years of previous experience in Chief of Staff or similar Business Management role.

 

Pay Range:

$145,159-$241,931/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.

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