VP, W2 Business Line Strategy Lead

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

This role will join the Strategy and Growth (S&G) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises, and institutions. S&G plays a critical role in everything from setting and executing on our firm’s strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client’s day to day experience in everything we do, we seek to proactively identify and address our clients’ most significant challenges.

Together, the BSI team works to establish LPL as the model of choice in Wealth Management.

As a small team, we constantly evolve and match tasks based on acumen and interest in a specific domain. Areas of focus may include:

• Help create and support multi-year growth plan for our Independent employee channel
• Lead work surrounding our major change initiatives of model experience, profitability and growth while weighing potential shifts to the positioning and value prop of the offering
• Work with corporate finance department to help budget, measure and track offering financials / P&L
• Work with our key stakeholders across HR, corporate real estate and operations to build out the “employe platform” for our growing employee advisor population
• Build out various operations and procedures to support and scale the W-2 platform
• Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model
• Continually work with partners to expand our addressable market inside and outside of LPL

We want strong collaborators who can deliver a world‑class client experience
. We are looking for people who thrive in a fast‑paced environment
, are client‑focused
, team oriented
, and are able to execute in a way that encourages creativity and continuous improvement
.

• 7 years of experience in the advisor mediated wealth management space and a desire to be part of an entrepreneurial team
• 7 years of experience managing projects within a cross‑functional organization

• Strategic thinker, with the ability to delineate between root problems and symptoms
• Strong presentation skills, including the ability to craft concise presentations for senior audiences
• A self‑starter that is comfortable working in a fast pace environment with ranging areas of focus
• Awareness of and insights surrounding industry dynamics
• Strong interpersonal skills, including the ability to “manage without authority” and get buy‑in from partners in adjacent departments
• High financial acumen, financial modeling expertise is a plus

$144,525-$240,875/year. 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!

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace. LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors…