Job Overview:LPL Financial is seeking a VP to join our Business Design & Solutioning team. This role is the business-accountable voice of the client, designed for someone who thrives in ambiguity, can deconstruct complex and often undefined problems and identify root-cause issues, and design the intended client and advisor experience before translating it into executable business solutions.
You will lead design and solution-oriented efforts tied to institutions, strategic partnerships (internal and external), M&A transactions, and onboarding of new wealth management firms-identifying experiential, operational, and platform gaps as firms adopt LPL's technology and service model.
Success in this role requires a deep understanding of wealth management workflows, including advisory platforms, investment products, financial planning, proposal generation, and regulatory considerations, enabling you to navigate complexity and design solutions that are both practical and scalable.
Responsibilities:This role requires someone who operates comfortably in the absence of structure-creating clarity, defining paths forward, and driving outcomes where ownership may not yet exist. You will partner across product, technology, operations, service, and legal/compliance teams to align stakeholders, define solutions, and deliver outcomes that enhance both the client experience and LPL's strategic position.
- Ambiguous Problem Solving / Business Architecture: Break down complex, ill-defined problems into clear hypotheses, decision points, and actionable solution paths-creating structure where none exists. Define both near-term approaches and long-term scalable solutions in partnership with key stakeholders.
- Proactive Ownership & Bias to Action: Does not wait for direction or defined ownership. Identifies obstacles, gaps, and risks early, takes accountability to drive resolution, and mobilizes the right stakeholders to move work forward. Demonstrates consistent initiative by turning undefined problems into actionable plans without prompting.
- Client & Advisor Experience Design (Voice of the Client): Diagnose workflow and experience friction across advisor, staff, and end-client journeys. Design future-state experiences that are intuitive, compliant, and operationally viable, while advocating for outcomes that improve adoption and satisfaction.
- Due Diligence & Integration (M&A / Strategic Partnerships): Lead discovery and diligence efforts to evaluate capabilities, workflows, and operating models. Translate findings into clear problem statements, solution options, and execution pathways required to successfully onboard and integrate new firms.
- Cross-Functional Orchestration: Drive alignment across business units with competing priorities. Establish clarity on decisions, dependencies, and ownership; hold stakeholders accountable and maintain momentum across complex, multi-team initiatives.
- Business Requirements & Solution Definition: Develop detailed, high-quality business requirements and workflow definitions that enable product and technology teams to build, integrate, and operationalize solutions across LPL and partner ecosystems.
- Strategic Assessment & Operating Model Design: Formulate strategic assessments and define operating models for new business lines, affiliation structures, and client solutions-ensuring alignment to both client needs and firm objectives.
- Executive-Ready Communication: Prepare clear, defensible materials for SVP+, C-Suite, and Board audiences, articulating tradeoffs, risks, and recommended paths forward with precision and credibility.
- Leadership Engagement & Influence: Engage senior leaders to gain alignment and drive decision-making. Leverage a strong understanding of business objectives, incentives, and constraints to move stakeholders from analysis to action.
What are we looking for?We are seeking strategic, innovative professionals who can deliver a world-class client experience in the wealth management technology sector.
The ideal candidate:
Requirements:- 10+ years of experience in wealth management, wealth management consulting, transformation, or related roles within financial services
- 10+ years of experience driving business efficiency, operating model design, and solution development across complex environments
- 10+ years of experience presenting to senior leadership and developing executive-ready materials
- Demonstrated experience leading large-scale change, integrations, or complex business transformations
- Microsoft Office skills (PowerPoint and Excel)
Core Competencies: - Thrives in ambiguity and consistently creates clarity, direction, and momentum without relying on structured guidance
- Acts as the business accountable, balancing client advocacy with firm priorities
- Demonstrates a strong ownership mindset, proactively identifying and solving problems rather than waiting for direction
- Brings deep understanding of advisor and client workflows across the wealth management ecosystem
- Effectively influences across functions, breaking down silos and driving alignment across diverse stakeholder groups
- Focuses on durable, scalable solutions versus short-term fixes
- Proven experience in strategy development and implementation within wealth management and/or financial technology sectors
- Strong ability to design and optimize customer journeys and workflows
- Excellent ability to communicate high-level strategy and break down business models into core components
- Strong analytical, problem-solving, and stakeholder engagement skills
Preferences:- MBA preferred
- FINRA licenses and/or industry designations preferred
Pay Range: $149,762.00 - $249,569.00
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!
