VP, Business Solutioning

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, LPL Financial invites you to apply today.

LPL Financial is seeking a VP to join our Business Design & Solutioning team within the Client Success group. As a trusted partner, you will drive solutions, lead cross-functional teams, and contribute to deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, strategic partnership engagements, and our organic growth strategy. The ideal candidate combines strong business acumen, a consulting mindset, and expertise in software, product, and financial knowledge.

• Strategic Initiative Management
  :
  Assist in the project management of strategic initiatives and projects, ensuring they are undertaken efficiently and effectively.
• Problem Solving and Implementation
  :
  Break down complex problems into logical steps, implement near‑term, low‑fidelity solutions, and define scalable, long‑term solutions in collaboration with product partners.
• Due Diligence and Integration
  :
  Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships and M&A opportunities.
• Strategic Assessment and Implementation
  :
  Formulate strategic assessments, operational buildouts, and implement onboarding for new affiliation models (e.g., business lines/channels).
• Business Product Requirements
  :
  Create detailed business product requirements for development teams to ensure alignment with strategic goals.
• Reporting and Presentations
  :
  Prepare best‑in‑class reports and presentations related to strategic plays, potential M&A transactions, and growth initiatives, ensuring they are ready for SVP+, C‑Suite, and Board review.
• High‑Level Strategy Communication
  :
  Understand and articulate high‑level strategies, breaking down business models to their core fundamentals.
• Senior Leadership Engagement
  :
  Drive discussions with senior leaders to gain buy‑in for new business solutions, leveraging your understanding of their goals and incentives to drive alignment.
• Customer Journey Creation
  :
  Design and map out customer journeys to identify opportunities, enhance processes, and secure buy‑in for executing future state workflows.

• Bachelor’s degree in a related field.
• Minimum 7 years of experience within the wealth management industry, including roles in management consulting, digital transformation, client experience, or project management.
• 7+ years of experience delivering business efficiency and transformation initiatives, including process/design mapping, execution of technical solutions in complex environments, and creating presentation documentation.

• Proven experience in strategy development and implementation within the wealth management or financial technology sectors.
• Strong ability to create and optimize customer journeys.
• Excellent skills in communicating high‑level strategies and breaking down business models.
• Proficiency in problem‑solving and implementing both near‑term and long‑term solutions.
• Exceptional ability to engage, align with, and present to senior leadership.
• Strong analytical and interpersonal skills.

• People leadership experience.
• MBA preferred.
• FINRA licenses or industry designations.

$ – $ (actual base salary varies based on relevant skill, prior experience, education, and geographic location). LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EOE.