AVP, Strategy Activation

Jobtailor; California (MO); On-site; USD 120,000 - 170,000; Full time

Job summary

LPL Financial is seeking a program manager to lead strategic initiatives across multiple business units. You will own end-to-end project plans, milestones, and resource coordination to deliver objectives on time and within scope.

The role emphasizes risk mitigation, stakeholder engagement, and clear executive communications. A strong background in financial services and demonstrable change-management experience are essential.

Qualifications

• 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, leadership-ready materials (PowerPoint, executive summaries).
• High attention to detail with strong follow-through, organization, and ability to manage multiple workstreams 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).

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.

Skills

Program Management

Project Management Skills

Change Management Strategies

Financial Services Experience

Excellent Communication Skills

Tools

Excel

PowerPoint

Project Management Tools

Job description

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.

Requirements

• 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 workstreams 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).

Core Competencies

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.

Highest‑signal resume keywords

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

ATS Optimization Keywords

Hard Skills

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

Soft Skills

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

Industry Keywords

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

Tools & Technologies

• Excel
• PowerPoint
• Project Management Tools