Business Management Lead

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL Financial is seeking a detail-oriented and highly motivated Business Management Lead to support the Office of the Chief People Officer. This role blends executive administrative support, business and operations management, and project ownership. The right individual will act as a trusted thought partner, operator, and force multiplier for the CPO. This is a highly visible role for someone who thrives in ambiguity, excels at operational execution, and is energized by owning outcomes.

Key Responsibilities:

Business & Operations Management

• Exercise independent judgment on establishing and prioritizing operational rhythms; the sequencing and agenda of leadership team meetings, quarterly business reviews, town halls and offsites to address strategic objectives / organizational needs

• Lead business operational reporting and the design / development of dashboards that give the CPO and leadership team visibility into priorities, progress and risks

• Partner cross-functionally to streamline administrative workflows, simplify processes, and increase operational efficiency

Project & Initiative Ownership

• Lead and support execution of CPO initiatives (e.g., supporting the execution planning and ongoing management of an AI mentoring program)

• Develop project-based recommendations for senior leadership; research and fact-based proposals on project scope, plan / approach, timing, and dependencies 

• Create executive-facing deliverables to drive alignment, accelerate progress and support decision-making

Executive Administration

• Provide high-level administrative support, including calendar management, travel coordination, and expenses

• Continuously improve how executive support is delivered through AI and automation (e.g., agentic calendar analysis)

• Anticipate needs, surface risks, and proactively solution problems (e.g., calendar conflicts, opportunistic engagements while traveling)

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 or equivalent experience

• 3+ years of experience working in a combination of executive support, business operations or program management

• Proficiency in Microsoft PowerPoint, with experience creating executive-level presentations

Core Capabilities

• AI-forward: Actively experiments with and adopts AI tools to improve productivity, insight, and workflow design

• Operator’s mindset: Thinks in systems, priorities, and outcomes – not just activities

• Proven experience owning projects and driving execution across multiple stakeholders

• High comfort operating in fast-paced, ambiguous environments with senior leaders

• Executive presence: Clear, concise communicator with strong judgment and discretion

• Analytical & structured: Able to synthesize information into clear recommendations

• Self-directed and collaborative: Can operate independently while building strong cross-functional relationships

• Growth-oriented: Curious, adaptable, and energized by how this role will continue to evolve

 

Pay Range:

$73,130.00 - $121,952.00

 

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 lead