AVP, Strategy

Do you enjoy exploring ways companies can differentiate? What about uncovering new revenue streams? Or identifying large threats and opportunities? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what is ahead? If so, the Associate Vice President role in our Corporate Strategy team could be for you!

Job Overview:

This role will join the Business Strategy and Innovation (BSI) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises, and institutions. BSI plays a critical role in everything from setting and executing on our firm’s strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client’s day to day experience in everything we do, we seek to proactively identify and address our clients' most significant challenges. Together, the BSI team works to establish LPL as the model of choice in Wealth Management.

The AVP 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 AVP 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 AVPs 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 and support 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 want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

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

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

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

• Robust knowledge of the financial service industry

• Robust experience developing strategic narratives & positionings

Additional requirements:

• Master of Business Administration (MBA) degree preferred

• Superior presentation skills & ability to build a story narrative

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

• Experience of merging human-centered design with corporate strategy

#LI-PA 

Pay Range:

 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 their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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