AVP, Strategy & Business Management

LPL Financial Holdings, Inc.$102K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or equivalent work experience.
  • 5+ years of experience in financial services, consulting, or business management.
  • Track record demonstrating performance and impact.
  • Proficient in PowerPoint for creating cohesive presentations.
  • Strong experience in strategic planning and project management.

Responsibilities

  • Own and optimize business rhythms of Service, including strategic planning and executive reporting.
  • Partner with leadership to define and refine long-term Service strategy.
  • Develop strategic business cases for executive-level presentations.
  • Analyze performance data and market trends to inform strategy.
  • Drive executive reporting and ensure leadership is informed on key priorities and risks.
  • Oversee core business operations like headcount and budget management.
  • Coordinate cross-functional alignment to clarify priorities and initiatives.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

LPL is seeking a results-driven, adaptable Assistant Vice President to support Strategy & Business Management initiatives within the Service organization. In this role, you will partner closely with the Chief of Staff and senior leaders to drive high-impact initiatives and ensure the effective operation of key business management processes that keep the service function performing at its best.

This individual will play a central role in improving the quality and efficiency of decision-making, tracking progress against key priorities, and ensuring execution against annual goals. The ideal candidate is a proactive problem-solver who thrives in a fast-paced, dynamic environment and enables leadership to stay focused on the highest-impact priorities.

You will serve as a trusted partner to leadership, balancing strong analytical thinking with sound judgment and a focus on execution. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that enhance the performance of the broader organization.

Responsibilities:
  • Own and optimize the business rhythms of Service, including strategic planning cycles, business performance, financial tracking, and executive reporting
  • Partner with Service leadership to define, refine, and dive the long term strategy for Service
  • Develop strategic business cases and executive ready materials for the President, Board of Directors and Operating Committees
  • Analyze industry or business trends, performance data, and market shifts to inform strategic direction
  • Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is fully informed on priorities, risks, and outcomes
  • Partner with leadership to oversee core business operations, including headcount management, hiring, capacity reporting, budget, and leadership offsites
  • Synthesize enterprise insights by gathering data, analyzing trends, and translating complex information into clear recommendations
  • Coordinate cross-functional alignment across Service and partner teams to ensure clarity on priorities and interconnected initiatives
  • Stand up and lead special projects and events in partnership with Service leadership, inclusive of event planning
  • Enable leadership effectiveness by monitoring issues, maintaining key relationships, & anticipating needs to support the success of the Service organization
  • Support talent planning and departmental operating reviews in partnership with HR, Finance, Data & Analytics, and Business Leaders
  • Conduct structured problem solving to uncover insights and shape recommendations that enhance execution and business outcomes
  • Support the implementation and adoption of key initiatives through structured change management, communication, and stakeholder engagement
  • Act as a thought partner to department heads and frontline leaders to translate strategy into action


What we are 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 in Finance or equivalent work experience
  • 5 years of experience (or equivalent experience), ideally in financial services, consulting, or business management roles, with a demonstrated track record of performance and impact.


Core Competencies:
  • Experience with PowerPoint and the ability to consolidate information into a cohesive and coherent story.
  • Experience with demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution. Skilled at managing multiple priorities independently and effectively.
  • Experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.
  • Proven ability to build relationships and effectively partner with senior stakeholders across functions.
  • Highly organized with the ability to manage multiple priorities, maintain attention to detail, and drive work to completion.


Pay Range:
$102,176.00 - $170,259.00
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!

About LPL Financial Holdings, Inc.

LPL Financial Holdings, Inc. Careers

Joining LPL Financial Holdings, Inc. presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. The company is renowned for its commitment to innovation, leadership, and professional growth, making it an ideal workplace for ambitious individuals looking to advance their careers.

Explore Job Opportunities

LPL Financial Holdings, Inc. offers a variety of job opportunities that cater to a range of skills and interests. From entry-level positions to senior leadership roles, each job opening provides a platform for personal and professional development. Candidates can expect a rigorous interview process that ensures each team member is not only a fit for the position but also aligns with the company's culture of excellence and integrity.

Internship Programs

For those starting their career journey, LPL Financial Holdings, Inc. provides robust internship programs designed to offer real-world experience in the financial sector. Internships are a cornerstone of the company's commitment to nurturing young talent, providing a foundation of knowledge and skills that are crucial for future employment in the industry.

Commitment to Diversity and Inclusion

Diversity and inclusion are at the heart of LPL Financial Holdings, Inc. The company believes in empowering all employees through diversity training and leadership opportunities that promote an inclusive workplace. This approach not only enhances team collaboration but also drives innovation and creativity.

Benefits and Culture

LPL Financial Holdings, Inc. is dedicated to supporting its employees with comprehensive benefits designed to promote a healthy work-life balance. Benefits include competitive health care options, retirement plans, and wellness programs. The company culture is built on a foundation of mutual respect and teamwork, encouraging networking and professional development across all levels of the organization.

Professional Growth and Development

Employees at LPL Financial Holdings, Inc. are encouraged to continuously enhance their professional skills and advance their careers within the company. Leadership development programs and continuous learning opportunities are readily available, allowing individuals to achieve their career goals and contribute effectively to their teams.

Join the LPL Financial Holdings, Inc. Team

LPL Financial Holdings, Inc. is actively hiring and looking for passionate, creative, and solution-driven team players. Explore open positions that match your skills and interests on the LPL Financial Holdings, Inc. careers page. Each position offers a chance to be part of a dynamic team that is instrumental in shaping the future of financial services.

Stay Connected

Keep up to date with career tips, insider perspectives, and industry-leading insights through the LPL Financial Holdings, Inc. careers blog. Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities that await at LPL Financial Holdings, Inc.

SEARCH LPL FINANCIAL HOLDINGS, INC. JOBS

READ CAREERS BLOG

JOB ALERT EMAILS

Embark on a career path that fosters growth, embraces diversity, and rewards innovation. LPL Financial Holdings, Inc. is not just a company—it's a place where you can make a difference.
Learn more about LPL Financial Holdings, Inc.

Similar Jobs

More Jobs at LPL Financial Holdings, Inc.

More Finance & Insurance Jobs

Find similar AVP, Strategy & Business Management jobs: