Demo

VP, Strategy

LPL Financial
LPL Financial Salary
Boston, MA Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/13/2025

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place 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. Together, the BSI team works to establish LPL as the model of choice in Wealth Management.

The VP, Corporate Strategy will also :

  • Empower and develop a team of strategists that turns industry, competitive, and trend intelligence into tangible value for the organization.
  • Support the development of longer-term strategy at LPL Financial.
  • Develop collaborative and innovative business unit strategies as a part of the broader strategy.

To do so, the individual must have outstanding strategic thinking, presentation, and analytical skills.

The successful candidate has illustrated strong business acumen and can quickly understand the most critical elements of any industry or business, but also understand the nuances of the financial services industry. Experience with consulting firms and solving unstructured problems in an iterative, hypothesis-driven way are pluses.

Responsibilities :

  • Creating the strategic framing for market positioning, capability differentiation, and investment sequencing for the organization.
  • Empower the firm’s leadership to develop perspectives and make key decisions regarding cross-firm business strategies.
  • Leverage the organization to develop detailed strategic options in response to identified growth opportunities, industry disruptions, competitor intelligence, and / or organizational goals.
  • Guide the analysis of internal and external data to bolster the strategic point of view.
  • Establish a collaborative environment at all levels of the organization that creates better input into the strategy development process, and better alignment by communicating strategic decisions and outcomes.
  • Planning and execution leadership for key strategic projects that span across business units and stakeholders.
  • Manage and nurture the team to create leading strategy talent.
  • 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 :

  • Strong strategy expertise.
  • Execution experience : The ability to turn data into insights, decisions, and actions.
  • Entrepreneurial perspective, grounded in tangible outcomes. Experience in startups is a plus.
  • Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives.
  • Strong communication skills, both written and oral, with the ability to create concise content for C-suite leadership / Board of Directors, and the ability to frame complex issues visually.
  • Preferences :

  • 10 years professional experience, and top tier consulting firm experience / and / or top tier undergraduate / MBA degree preferred.
  • Results oriented and outcome based.
  • Exceptional problem solving and critical thinking skills.
  • Project management / multi-tasking skills across different projects.
  • 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.

    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.

    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.

    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.
  • Limitless Career Potential : Your career at LPL has no limits, only amazing potential.
  • Unified Mission : We are one team on one mission—taking care of our advisors so they can take care of their clients.
  • Impactful Work : Our size is just right for you to make a real impact.
  • Commitment to Equality : We support workplace equality and embrace diverse perspectives and backgrounds.
  • Community Focus : We care for our communities and encourage our employees to do the same.
  • Benefits and Total Rewards : Our Total Rewards package goes beyond just compensation and insurance.
  • 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.

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