VP, Research

LPL Financial Holdings, Inc. • $150K — $251K *
Fort Mill, SC 29708In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Economics, or related field.
  • 10+ years of leadership experience in investment management, institutional consulting, OCIO, or wealth management.
  • Experience designing and improving business processes and operational models.
  • Proven track record in leading cross-functional projects with diverse teams.
  • Strong project management and change management skills.

Responsibilities

  • Design and improve the operating model for the OCIO services.
  • Lead strategy, process standardization, and technology integration for scalable OCIO operations.
  • Drive operational excellence through collaboration with various internal teams like Leadership and Compliance.
  • Integrate acquired investment teams and standardize operating procedures.
  • Partner with technology providers to enhance investment workflows.

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
We are seeking a strategic and collaborative leader with deep experience building and scaling investment operations within an institutional asset management, OCIO, investment consulting, or wealth management environment. The ideal candidate is a systems thinker who enjoys solving complex operational challenges, leading cross-functional initiatives, and creating repeatable processes that enable growth.

This individual should be comfortable leading organizational change, integrating teams, managing technology initiatives, and developing operational frameworks that support both current business needs and future expansion.

Job Overview:

This is a unique opportunity to help build and scale a next-generation Outsourced Chief Investment Officer (OCIO) platform by establishing the operating framework, integrating new capabilities and teams, and shaping the long-term operational strategy of that platform.

Responsibilities:
  • Designing, implementing, and continuously improving the operating model that supports the firm's OCIO services
  • Lead operational strategy, process standardization, technology enablement, and business integration to ensure the OCIO Team can scale efficiently while maintaining a consistent client experience and strong governance.
  • Work closely with Leadership, Investment Risk, Quantitative Research, Technology, Compliance, and Operations, this role will drive operational excellence across the organization.
  • A key near-term priority will be integrating acquired investment teams, documenting and standardizing operating procedures, and partnering with internal and external technology providers to automate and improve investment workflows.


What are we 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 Business, Finance, Economics, or a related field.
  • 10+ years of leadership experience within investment management, institutional consulting, OCIO, wealth management, or a related financial services environment.
  • Demonstrated experience designing, implementing, and improving operating models, business processes, or large-scale operational initiatives.
  • Experience leading cross-functional projects involving investment professionals, technology teams, operations, and external vendors.
  • Project management, organizational, and change management skills.


Core Competencies:
  • Ability to communicate cross-functionally
  • Leadership abilities with experience influencing senior stakeholders.
  • Experience developing operational metrics, process documentation, and governance frameworks.
  • Ability to manage multiple strategic initiatives in a fast-paced, evolving organization.


Preferences:
  • Experience within an OCIO, institutional consulting, or multi-asset investment organization.
  • Experience integrating acquired businesses or leading organizational transformation initiatives.
  • Knowledge of institutional investment workflows, portfolio management operations, trading, investment governance, and client servicing models.
  • Experience working with investment technology platforms such as CRM, performance reporting, or workflow automation systems.
  • Familiarity with continuous improvement methodologies or process optimization frameworks.
  • Experience partnering with quantitative research, data science, or technology teams to automate investment processes and improve operational efficiency.
  • MBA or other advanced degree preferred.
  • Professional designation such as CFA, CAIA, PMP, or Lean Six Sigma certification is a plus.


Pay Range:
$150,792.00 - $251,320.00
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.

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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.
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Finance & Insurance
* Ladders Estimates

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