VP, Research

Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible.

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.

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.

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.

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.

Experience with in 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.

$ - $. 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.

• 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.

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…