Business Management Lead

LPL Financial Holdings, Inc.$73K — $121K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree or equivalent experience
  • 3+ years of experience in executive support, business operations, or program management
  • Proficiency in Microsoft PowerPoint for creating executive-level presentations
  • Experience with AI tools in workflow design and productivity improvement
  • Strong ability to manage projects and coordinate across multiple stakeholders

Responsibilities

  • Establish and prioritize operational rhythms for leadership meetings and reviews
  • Lead development of dashboards for visibility into priorities and risks
  • Streamline administrative workflows to enhance operational efficiency
  • Execute CPO initiatives, including an AI mentoring program
  • Create project recommendations for senior leadership based on research
  • Develop executive-facing deliverables to support decision-making
  • Provide high-level administrative support, including calendar and travel management

Benefits

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

Job Overview:

LPL Financial is seeking a detail-oriented and highly motivated Business Management Lead to support the Office of the Chief People Officer. This role blends executive administrative support, business and operations management, and project ownership. The right individual will act as a trusted thought partner, operator, and force multiplier for the CPO. This is a highly visible role for someone who thrives in ambiguity, excels at operational execution, and is energized by owning outcomes.

Key Responsibilities:

Business & Operations Management

  • Exercise independent judgment on establishing and prioritizing operational rhythms; the sequencing and agenda of leadership team meetings, quarterly business reviews, town halls and offsites to address strategic objectives / organizational needs

  • Lead business operational reporting and the design / development of dashboards that give the CPO and leadership team visibility into priorities, progress and risks

  • Partner cross-functionally to streamline administrative workflows, simplify processes, and increase operational efficiency

Project & Initiative Ownership

  • Lead and support execution of CPO initiatives (e.g., supporting the execution planning and ongoing management of an AI mentoring program)

  • Develop project-based recommendations for senior leadership; research and fact-based proposals on project scope, plan / approach, timing, and dependencies

  • Create executive-facing deliverables to drive alignment, accelerate progress and support decision-making

Executive Administration

  • Provide high-level administrative support, including calendar management, travel coordination, and expenses

  • Continuously improve how executive support is delivered through AI and automation (e.g., agentic calendar analysis)

  • Anticipate needs, surface risks, and proactively solution problems (e.g., calendar conflicts, opportunistic engagements while traveling)

What are we looking for?

Were 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:

  • Bachelors degree or equivalent experience

  • 3+ years of experience working in a combination of executive support, business operations or program management

  • Proficiency in Microsoft PowerPoint, with experience creating executive-level presentations

Core Capabilities

  • AI-forward: Actively experiments with and adopts AI tools to improve productivity, insight, and workflow design

  • Operators mindset: Thinks in systems, priorities, and outcomes 6 not just activities

  • Proven experience owning projects and driving execution across multiple stakeholders

  • High comfort operating in fast-paced, ambiguous environments with senior leaders

  • Executive presence: Clear, concise communicator with strong judgment and discretion

  • Analytical & structured: Able to synthesize information into clear recommendations

  • Self-directed and collaborative: Can operate independently while building strong cross-functional relationships

  • Growth-oriented: Curious, adaptable, and energized by how this role will continue to evolve


Pay Range:

$73,130.00 - $121,952.00
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 6 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.

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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.

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