AVP, Strategy Activation

LPL Financial; San Diego (CA); On-site; USD 114,124 - 190,138; Full time

Job summary

LPL Financial is seeking an Assistant Vice President (AVP) of Strategy Activation to translate strategic vision for advisor affiliations into actionable initiatives and drive execution across the organization.

The role requires leading strategic initiatives, developing plans, monitoring progress, and presenting outcomes to senior leadership, while fostering collaboration and continuous improvement in a fast-paced environment.

Qualifications

• 5+ years of program management, business operations, strategy execution, or analytical roles requiring disciplined delivery and stakeholder coordination.

Responsibilities

• Lead and manage the execution of strategic initiatives from inception to completion.
• Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics.
• Monitor and report on the progress of strategic initiatives, identifying risks and roadblocks, and developing mitigation strategies.
• Facilitate cross-functional working groups and steering committees to ensure alignment and effective communication.
• Partner with senior leadership to define and refine strategic priorities and ensure clear articulation across the organization.

Skills

Project management

Stakeholder coordination

Communication

Presentation skills

Tools

PowerPoint

Excel

Job description

Job Overview

The Assistant Vice President (AVP), Strategy Activation, will play a critical role in translating LPL Financial's strategic vision for advisor affiliations into actionable initiatives and ensuring successful execution across the organization. This individual will drive the implementation of key strategic projects, monitor performance, and foster cross‑functional collaboration to achieve desired business outcomes.

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.

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

• 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.

Core Competencies

• 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.

Preferences

• 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).

Pay Range

$114,124.00 – $190,138.00

Actual base salary varies based on factors, including but not limited to relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. It supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodian of approximately $2.3 trillion in brokerage and advisory assets.

Principals only. EOE.