VP, Strategy

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:

The VP role will be a key player in exploring how LPL can differentiate and work with a team of strategists to uncover innovative ways to increase LPL’s enterprise value. We are looking for candidates who are adept at building visions and connecting these visions to execution.

The VP role will be part of our fast-paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality. Our VPs combine strategic thinking, human-centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

Responsibilities:  

• Identify major threats and opportunities for LPL

• Lead initiatives that will have a material impact to LPL

• Collaborate with senior leaders across LPL

• Be responsible for the backlog of strategic initiatives

• Take a data-driven approach to uncovering value pools

• Establish processes for the rest of the team to adopt

• Interact with customers to receive feedback and uncover insights

• Be a key team member in the team responsible for defining LPL’s long-term strategy

• Be an ambassador for LPL, building relationships with external business partners in order to accelerate opportunities  

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:

• Bachelor’s degree in Business, Strategy, Engineering, the Liberal Arts or similar

• 7+ years of experience in either corporate strategy or strategy consulting in areas that include: corporate strategy, innovation and new ventures, product strategy & development

• 7+ years of experience in the financial service industry

• 7+ years of experience developing strategic narratives & positionings

Preferences:

• Master of Business Administration (MBA) degree

• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner

• Exceptional presentation skills & ability to build a story narrative

• Ability to take complex topics and make them easy to understand

• Experience with merging human-centered design and corporate strategy

#LPL-PA

 

Pay Range:

$155,300-$258,800/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 th