VP, Chief of Staff LPC

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 is seeking a results-driven and adaptable leader to serve as Chief of Staff for the Legal, Policy & Community Impact (LPC) organization. In this role, the VP, Chief of Staff will act as a strategic partner and operational leader, seamlessly balancing high-level strategic execution with attention to critical details. The ideal candidate is an innovative problem solver who thrives in a dynamic environment, enabling the Managing Director and leadership team to focus on priorities that drive impact. This individual will play a key role in business execution and decision-making, consistently demonstrating sound judgment, objectivity, and reliability while fostering strong partnerships across Legal & Government Relations and the broader enterprise.

This position will be based in LPL Financial’ s New York City office.

Responsibilities:

• Develop and deliver executive-level reports and presentations for the Management Committee and steering committees, providing strategic insights and thought leadership.

• Establish and maintain effective management and reporting routines that enable the Group Managing Director to focus on high-priority matters.

• Coordinate the execution of strategic initiatives and department-wide deliverables in partnership with senior leaders across LPC.

• Collaborate with the Group Managing Director and LPC senior leadership team to define department goals and translate the business plan into actionable outcomes.

• Oversee the LPC Leadership Team’s operating rhythm, including strategic reviews, goal-setting sessions, and leadership offsites.

• Manage governance of the department’s goals, ensuring transparency through key performance metrics that measure organizational effectiveness.

• Participate in ongoing business planning activities, including budgeting, headcount forecasting, priority setting, and initiative funding.

• Partner with other Chiefs of Staff to drive alignment and activation of firm-wide priorities.

• Oversee expense management, including headcount and departmental budget oversight.

• Prepare influential executive-level presentations to support fact-based business cases, recommendations, and program updates.

• Foster strong partnerships with senior leaders and cross-functional teams (e.g., Finance, People) to ensure timely delivery of firm-wide commitments.

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:

• Minimum of 10 years of experience, ideally within the financial services or technology sectors, with a proven track record in a prior Chief of Staff role, large-scale project management, corporate strategy, or similar leadership positions.

• Experience with analytics and reporting expertise, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.

• Experience with demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution. Skilled at managing multiple priorities independently and effectively.

• Exceptional executive communication and synthesis skills—capable of distill

Core Competencies:

• Exceptional executive communication and synthesis skills—capable of distilling complex issues into clear, actionable insights. Outstanding written and verbal communication abilities for both technical and non-technical audiences.

• Highly collaborative leader with experience influencing across business lines, functional areas, and organizational levels; able to hold peers and stakeholders accountable even without direct reporting authority.

• Proficiency in leveraging AI tools and technologies to enhance efficiency and effectiveness in operations and decision-making.

• Strategic Thinking: Creates clarity in complex situations and aligns priorities to accelerate