EVP, Corporate Strategy & Business Transformation

LPL seeks a proven business leader and Executive Vice President of Corporate Strategy responsible for shaping the forward looking strategy of the firm, and ensuring that this vision is translated from strategy to execution. In fulfilling this role, the EVP must build broad coalitions across the firm and seek to constantly push the firm to evaluate its assumptions, the environment in which it competes, and how it must adapt to be successful.

Areas of focus will include:

• Corporate Strategy
• Business Strategy & Planning
• Monetization strategy for the company
• End investor experience strategy

This leader will partner closely with LPL’s Management Committee, CEO, and Board of Directors.

Signs of Success 12-18 months:

• Help to build a culture that more tightly connects strategy with execution. Encourage exploration of the “world of possibilities” and showcase how strategy drives impact and business outcomes
• Broader accessibility of our strategy and intentionality in how we talk about it with advisors, employees/leaders, investors, and other external audiences
• Launching and driving initiatives which propel the growth of the firm
• A talent feeder for the broader LPL organization that continually brings in emerging leaders and launches their careers at LPL

Key Responsibilities:

Corporate & Business Strategy:

• Drive the development of the corporate strategy, including a multi-year strategic arc and period and annual formal reviews
• Explore trends that impact advisors and end investors - anticipate how they may change our industry and how we prepare to meet these changes
• Take a client-centric approach to identifying and evaluating strategic opportunities
• Identify and evaluate opportunities to diversify material revenue streams and improve the firm’s overall quality of earnings
• Communicate the company’s strategy to leaders and employees
• Continuously examine, update and refine elements of the firm’s 5-year strategic plan
• Drive the execution of strategy through the creation of roadmaps for investment
• Translate the company’s strategy into an execution framework and “top of the house” corporate priorities

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Leadership Engagement:

• This role requires a great deal of skill in navigating a variety of stakeholders and the ability to communicate effectively with all levels of the organization. In addition, there is a significant need to influence leaders where there is no formal reporting authority
• Frame, simplify and communicate the most complex strategic challenges facing the firm and empower the firm's leadership to make decisions at the Management Committee, C-suite and board level.
• Build and maintain relationships with senior leaders to ensure that strategies are market-backed and guided by client needs.

Qualifications:

• A minimum of 12-15 years of professional experience in a combination of professional services, financial services and corporate environments.
• Experience in directly leading corporate strategy functions for a company.  Experience in strategy consulting roles is a plus.
• A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.
• A strong background in strategy, management consulting, and/or corporate innovation, with expertise in the financial services industry a plus.
• Awareness and insights of industry dynamics, including traditional financial services firms and fintech players.
• A strong hypothesis/answer first, assertions, critical analysis, driven approach to solving problems.
• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives.
• Experience in evaluating and executing transactions and strategic partnerships a plus.
• Strong gravitas and executive presence