VP, Strategy & Business Management

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.

Job Overview:

As Vice President, Strategy & Business Execution, you’ll play a critical role as a strategic partner and execution leader to the Service & Supervision executive team. Reporting to the SVP, Head of Strategy & Department Operations (‘Chief of Staff’) for Service and Supervision, you will drive high-impact initiatives, manage key business rhythms, and develop strategic materials for senior leadership, including the President and Board of Directors. This role is ideal for a highly analytical, structured operator who excels in dynamic environments and brings clarity and momentum to complex challenges

Responsibilities:

• Lead business-level initiatives from ideation to execution, collaborating across Service, Supervision, and with our key partners like Product, Finance, HR and Transformation Delivery.
• Drive development and implementation of target operating models to align organization design, capabilities and processes with strategic goals.
• Apply structured problem-solving to develop insights and recommendations that enhance performance, execution, client experience, and operational efficiency.
• Develop business cases, strategic plans, and financial models to inform and influence executive decisions.

• Own the preparation of executive updates and communications, including presentations for the President, Board of Directors, and internal operating reviews.
• Manage the rhythm of business for Service & Supervision—overseeing planning cycles, performance tracking, and reporting.
• Support the executive team in cascading strategy, driving alignment, and coordinating cross-functional execution.

• Partner with the Chief of Staff and EVP to refine the long-term strategy and vision of the Service & Supervision organization.
• Translate strategic priorities into actionable plans, KPIs, and success frameworks.
• Analyze industry trends, internal performance data, and organizational capabilities to shape strategic direction.

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:

• 8–12 years of experience in management consulting, corporate strategy, or business operations—preferably within financial services

• 5+ years of experience in wealth management, financial services

• Bachelor’s degree required;

Core Competencies:

• Strategic thinker and problem solver, who can take broad visions or ambiguous direction and apply structure.

• Excellent communication skills and ways of working in a high-growth or fast paced environments.

• Strong track record of supporting large-scale transformation programs, particularly in customer service, contact centers, pre-and-post integration, or financial services

• Self-starter with a bias for action—someone who proactively identifies problems, proposes recommendations and implements solutions.

• Experience influencing senior leadership

• Demonstrated ability to lead complex, cross-functional projects in high-impact environments.

• Exceptional communication skills, with experience crafting executive- and Board-level materials.

• Strong analytical and problem-solving skills; advanced proficiency in Excel and PowerPoint.

• Independent, self-motivated operator with a collaborative approach and executive presence.

Preferences:

• MBA or relevant advanced degree is a plus.

#LI-PA

 

Pay Range:

$141,188-$235,313/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 – suc