LPL Financial

Vice President, People M&A

LPL Financial$128K — $214K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of People (HR) leadership experience with a focus on M&A integration.
  • Demonstrated ability to execute enterprise-level strategies in a matrixed organization.
  • Strong judgment in high-risk, time-sensitive environments.
  • Deep knowledge of organizational design, talent management, and employee relations.
  • Proven ability to influence senior leaders in complex scenarios.

Responsibilities

  • Own and execute LPL's People M&A strategy aligned with enterprise priorities.
  • Assess people-related deal risks and integration complexities in partnership with corporate leaders.
  • Design and refine the People M&A operating model and governance mechanisms.
  • Develop standardized playbooks to ensure compliance and mitigate risks during transactions.
  • Lead people integration for acquisitions, managing organizational design and talent transitions.
  • Ensure regulatory compliance and effective communication during integration processes.
  • Coach and develop People leaders to enhance M&A readiness and execution.

Benefits

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

The Vice President, People M&A is responsible for leading and executing all People-related activities across acquisitions, including due diligence support, integration planning, workforce transitions, talent retention, and organizational integration. This role is accountable for delivering successful People integration outcomes from deal evaluation through post-close execution. The role partners closely with Corporate Development, Finance, Legal, business leaders, and People COEs to ensure transactions are integrated effectively, risks are managed, and employees are successfully transitioned into LPL's operating environment.

Responsibilities:

People M&A Execution
  • Support People due diligence activities, lead integration planning, and drive execution activities across small and large acquisitions.
  • Serve as the primary People partner throughout the transaction lifecycle.
  • Assess workforce, talent, organizational, and employee-related risks and impacts.
  • Develop and maintain standardized playbooks, integration plans, tools, and frameworks to ensure consistent execution, regulatory compliance, and risk mitigation across transactions.
  • Coordinate HR Business Partners, COEs, and shared services to deliver integration objectives.
  • Track progress, escalate issues, and provide executive-level reporting on People integration activities.


Integration Leadership
  • Lead all People integration workstreams, including:
    • Organizational design and workforce transitions
    • Talent assessment and retention
    • Compensation and benefits alignment
    • Performance management integration
    • Employee communications
    • Culture and change management
  • Facilitate governance meetings, track deliverables, and ensure accountability across stakeholders.
  • Partner with business leaders to implement critical people decisions and resolve integration issues.
  • Ensure compliance with employment laws, regulatory requirements, and company policies.


Leadership
  • Lead cross-functional teams through influence, strong program management, and operational discipline.
  • Drive alignment across People, Legal, Finance, Technology, Communications, and Corporate Development partners.
  • Establish clear priorities, accountability, and execution rigor throughout the integration lifecycle.
  • Coach team members and promote best practices in integration execution.


Requirements:
  • 10+ years of progressive HR leadership experience, including significant hands-on M&A integration responsibility.


Core Competencies:
  • Demonstrated success leading complex People integration programs and cross-functional workstreams.
  • Experience supporting due diligence activities, workforce transitions, talent management, organizational design, employee relations, and change management.
  • Strong project and program management skills, including risk management and executive reporting.
  • Ability to influence senior leaders and drive results in highly matrixed environments.
  • Strong judgment and decision-making skills in fast-paced, high-impact situations.
  • Experience in regulated industries or financial services preferred.


Pay Range:
$128,750.00 - $214,652.00
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

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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