AVP, Business Management

AVP, Business Management, Business Strategy & Innovation

What if you could build a career where ambition meets opportunity?  At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As AVP, Business Management, you’ll play a pivotal role in supporting our Business Strategy & Innovation (BSI) leadership team. If you're ready to thrive in a fast-paced, collaborative environment and make a meaningful impact, discover what’s possible with LPL Financial.

Job Overview:

The AVP, Business Management will support the SVP, Chief of Staff, and the Group Managing Director of Business Strategy & Innovation (BSI). This role is ideal for a proactive, detail-oriented professional who excels at managing multiple priorities, driving strategic initiatives, and ensuring the smooth operation of a dynamic organization. The AVP will serve as a key liaison across internal teams, helping to translate strategy into action and supporting operational excellence.

Responsibilities:

• Partner closely with senior leaders to support strategic planning and execution

• Manage communications, reporting, and project tracking to ensure alignment with organizational goals.

• Serve as a liaison between internal partners, facilitating collaboration and information flow.

• Support the budget process, including tracking, reporting, and engaging with stakeholders.

• Respond to ad hoc inquiries related to BSI operations with clarity and precision.

• Develop presentations and materials that effectively communicate strategic narratives.

• Monitor progress on key initiatives and anticipate future needs to support long-term planning.

• Coordinate cross-functional projects and drive forward key business initiatives.

• Ensure the smooth functioning of daily operations through strong administrative rigor and oversight.

What are we looking for?

We’re looking for strong collaborators, logical yet creative thinkers and ambitious executors 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 firm, leaders and 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:

• 5+ years of experience in business operations, strategy, or project management.

• Proven ability to manage multiple priorities in a fast-paced environment.

• Strong communication and interpersonal skills, with experience interfacing with senior stakeholders.

• Highly organized and detail-oriented, with a proactive and resourceful mindset.

• Proficiency in Microsoft Office Suite, especially PowerPoint and Excel, and Smartsheet.

Core Competencies:

• Strategic thinking and planning

• Project and operations management

• Executive communication and storytelling

• Cross-functional collaboration

• Analytical and problem-solving skills

Preferences:

• Experience in financial services or a similarly complex, regulated industry

• Familiarity with budget tracking and financial reporting

• Experience supporting C-suite or senior leadership

• Knowledge of organizational change and innovation practices

 

Pay Range:

$99,200-$165,300/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 t