VP, Wealth Management Strategy

Are you a team player with a growth mindset? Are you interested in working on meaningful projects? Are you interested in being part of a team that is working to transform the wealth management business and do things differently? If so, LPL Financial is the place for you!

Job Overview:

LPL is looking for candidates that are adept at building visions and connecting these visions to execution. In this role, you will drive forward critical firm-wide initiatives, help the business prioritize and advance LPL’s wealth management capabilities, and play a key role in shaping the future of the organization.

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 and nuances of any business area. Experience with consulting firms, executive facilitation, and solving unstructured problems in an iterative, hypothesis-driven way are pluses.

Responsibilities:

• Support development of the firm's wealth management strategy and help drive towards desired outcomes
• Conduct research and understand the competitive landscape to inform and influence strategic and operational decisions by business leaders
• Lead projects, develop recommendations, create business cases, and help business leaders identify the best path forward
• Partner with teams to explore new opportunities, execute key strategic initiatives, and manage regulatory changes. 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 to improve input into the strategy development process and ensure better alignment by communicating strategic decisions and outcomes
• Manage and nurture the team to develop leading strategy talent
• Support key operational activities and oversee deliverables in support of business management and operations that span across the entire wealth management organization, such as strategic planning, Board of Directors meetings, and executive updates
  
  
  

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:

• 7 years of experience in strategy areas, developing strategic narratives & positionings, such as: corporate strategy, internal or management consulting, innovation and new ventures, product strategy & development
• 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
• Ability to collaborate cross-functionally with different business stakeholders to drive results
• Exceptional problem solving and critical thinking skills. Comfort operating within ambiguous situations without clear guidance or approach
  
  
  

Preferences:

• Strong analytical skills with the ability to turn data into insights, decisions, and actions
• Exceptional attention to detail
• Project management / multi-tasking skills across different projects
• Results oriented and outcome-based
• Financial services experience and/or Master of Business Administration (MBA) degree
  
  
  

Pay Range:

$155,300-$258,800/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 – 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.

EAC1.22.25