AVP, Strategy Activation

Responsibilities

• Lead and manage the execution of strategic initiatives from inception to completion, working closely with various business units and stakeholders.
• Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics.
• Monitor and report on the progress of strategic initiatives, identifying potential risks and roadblocks, and developing mitigation strategies.
• Facilitate cross‑functional working groups and steering committees to ensure alignment and effective communication throughout the strategy activation process.
• Partner with senior leadership to define and refine strategic priorities, ensuring they are clearly articulated and understood across the organization.
• Develop and implement change management strategies to ensure smooth adoption of new processes, systems, and organizational structures resulting from strategic initiatives.
• Conduct post‑implementation reviews and analyses to evaluate the effectiveness of activated strategies and identify areas for continuous improvement.
• Prepare and deliver compelling presentations to senior leadership and other stakeholders on strategy progress, challenges, and outcomes.
• Stay abreast of industry trends, competitive landscape, and emerging technologies to inform strategic planning and activation efforts.
• Contribute to the development of frameworks, tools, and best practices for effective strategy activation within LPL Financial.

• 5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination.
• Project management skills, including building executable plans, tracking milestones, and managing dependencies.
• Excellent written and verbal communication skills, including ability to produce clear, concise, leadership‑ready materials (PowerPoint, executive summaries).
• High attention to detail with strong follow‑through, organization, and ability to manage multiple work streams concurrently.
• Experience in financial services and familiarity with advisor affiliation models, operations, or cross‑functional execution.
• Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions.
• Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling a plus).

Demonstrates expertise in program management and strategy execution, with a strong focus on project planning, stakeholder coordination, and change management. Proficient in developing frameworks and tools for effective strategy activation in the financial services sector.

• Program Management
• Project Management Skills
• Change Management Strategies
• Financial Services Experience
• Excellent Communication Skills

• Project Planning
• Stakeholder Coordination
• Risk Identification
• Post‑Implementation Review
• Policy Creation
• Operational Playbook Development

• Attention to Detail
• Organizational Skills
• Follow‑Through
• Cross‑Functional Collaboration

• Strategy Execution
• Advisor Affiliation Models
• Business Operations
• Strategic Initiatives
• Continuous Improvement

• Excel
• Power Point
• Project Management Tools