AVP, Strategy & Business Management

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

LPL is seeking a results-driven, adaptable Assistant Vice President to support Strategy & Business Management initiatives within the Service organization. In this role, you will partner closely with the Chief of Staff and senior leaders to drive high-impact initiatives and ensure the effective operation of key business management processes that keep the service function performing at its best.

This individual will play a central role in improving the quality and efficiency of decision-making, tracking progress against key priorities, and ensuring execution against annual goals. The ideal candidate is a proactive problem-solver who thrives in a fast-paced, dynamic environment and enables leadership to stay focused on the highest-impact priorities.

You will serve as a trusted partner to leadership, balancing strong analytical thinking with sound judgment and a focus on execution. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that enhance the performance of the broader organization.

Responsibilities:

Own and optimize the business rhythms of Service, including strategic planning cycles, business performance, financial tracking, and executive reporting

Partner with Service leadership to define, refine, and dive the long term strategy for Service Develop strategic business cases and executive ready materials for the President, Board of Directors and Operating Committees Analyze industry or business trends, performance data, and market shifts to inform strategic direction

Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is fully informed on priorities, risks, and outcomes

Partner with leadership to oversee core business operations, including headcount management, hiring, capacity reporting, budget, and leadership offsites

Synthesize enterprise insights by gathering data, analyzing trends, and translating complex information into clear recommendations

Coordinate cross-functional alignment across Service and partner teams to ensure clarity on priorities and interconnected initiatives

Stand up and lead special projects and events in partnership with Service leadership, inclusive of event planning

Enable leadership effectiveness by monitoring issues, maintaining key relationships, & anticipating needs to support the success of the Service organization

Support talent planning and departmental operating reviews in partnership with HR, Finance, Data & Analytics, and Business Leaders Conduct structured problem solving to uncover insights and shape recommendations that enhance execution and business outcomes

Support the implementation and adoption of key initiatives through structured change management, communication, and stakeholder engagement

Act as a thought partner to department heads and frontline leaders to translate strategy into action

What we are 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 Finance or equivalent work experience5 years of experience (or equivalent experience), ideally in financial services, consulting, or business management roles, with a demonstrated track record of performance and impact.

Core Competencies:

Experience with PowerPoint and the ability to consolidate information into a cohesive and coherent story.

Experience with demonstrated success in strategic planning and project management, with a strong sense of urgency…