VP, W2 Business Line Strategy Lead

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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.

The Advisor Business Strategy group is responsible for the development, evolution, and efficacy surrounding different LPL business models that serve independent‑minded financial advisors. The home office team is looking to hire a mid‑senior leader to support the high efficacy growth environment of our employee advisor channel.

• Help create and support a multi‑year growth plan for our Independent employee channel
• Lead work surrounding major change initiatives of model experience, profitability and growth while weighing potential shifts to the positioning and value proposition of the offering
• Work with the corporate finance department to help budget, measure and track offering financials / P€L
• Work with key stakeholders across HR, corporate real estate and operations to build out the “employee 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 Advisors who opt into the Liquidity and Succession model
• Continuously 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‑paced 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

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 and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated…