Head of OCIO Operations & Platform Growth

LPL Financial; Fort Mill (SC); On-site; USD 151,000 - 251,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial in Fort Mill, SC seeks a strategic, collaborative leader to build and scale a next-generation OCIO platform. You’ll establish operating framework, integrate new capabilities and teams, and shape long-term operational strategy that supports growth and client outcomes.

You'll lead cross-functional initiatives across Investment Risk, Technology, Compliance, and Operations, driving standardized processes, governance, and scalable workflows with a focus on exceptional client experiences

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• 10+ years of leadership experience within investment management, institutional consulting, OCIO, wealth management, or a related financial services environment.
• Demonstrated experience designing, implementing, and improving operating models, business processes, or large‑scale operational initiatives.
• Experience leading cross‑functional projects involving investment professionals, technology teams, operations, and external vendors.
• Project management, organizational, and change management skills.

Responsibilities

• Designing, implementing, and continuously improving the operating model that supports the firm's OCIO services
• Lead operational strategy, process standardization, technology enablement, and business integration to ensure the OCIO Team can scale efficiently while maintaining a consistent client experience and strong governance.
• Work closely with Leadership, Investment Risk, Quantitative Research, Technology, Compliance, and Operations, this role will drive operational excellence across the organization.
• A key near‑term priority will be integrating acquired investment teams, documenting and standardizing operating procedures, and partnering with internal and external technology providers to automate and improve investment workflows.

Job description

LPL Financial in Fort Mill, SC seeks a strategic, collaborative leader to build and scale a next-generation OCIO platform. You’ll establish operating framework, integrate new capabilities and teams, and shape long-term operational strategy that supports growth and client outcomes.

You'll lead cross-functional initiatives across Investment Risk, Technology, Compliance, and Operations, driving standardized processes, governance, and scalable workflows with a focus on exceptional client experiences