AVP, Corporate Development

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.

Job Overview:

LPL Financial is seeking a strong applicant to join our team as a member of our Corporate Development group, one of the most visible departments in our organization.  As a trusted business partner, you will lead deep and thoughtful analysis to help our management team make informed decisions regarding potential M&A transactions and supporting our growth strategy. The ideal candidate for this role has a combination of strong financial modeling experience and project management skills to develop and deliver tools enabling execution of proprietary M&A.

The Corporate Development team is directly involved in strategic and general financial analysis, including, but not limited to, growth initiatives through potential M&A transactions and managing our capital structure. This role will have direct exposure to top level management including C-Level executives.

Responsibilities:

• Engage with acquisition opportunities, creating relationships that help drive a successful process

• Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy

• Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans

• Prepare presentations and reporting to senior management on  potential M&A transactions, capital structure, and strategic growth initiatives

• Develop deep knowledge of the wealth management industry

• Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry

• Monitor past acquisition metrics

• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

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:

• 5+ years of corporate finance related experience (Investment Banking, M&A, Corporate Development, FP&A etc.)

• MS Excel and PowerPoint

Core Competencies

• In depth knowledge of financial modelling and corporate finance

• Effective communication, presentation and writing skills

• Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

• Proactive problem solver, expected to present problems and recommendations simultaneously

• Detail oriented

• Positive attitude, commitment to excellence and integrity

Preferences:

• Master's Degree

#LI-PA

 

Pay Range:

$96,900-$161,500/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. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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 mode