Strategic AVP, Service Strategy & Conversions

LPL Financial; Fort Mill (SC); On-site; USD 119,000 - 199,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Assistant Vice President to advance Service strategy and conversions, collaborating with senior leaders to translate strategy into action and improve advisor experience. The role focuses on developing operating models, roadmaps, and governance for acquisitions and transitions, while coordinating across functions to ensure successful execution.

Ideal candidates have strong collaboration, integrity, and a track record of delivering impactful results.

Qualifications

• Bachelor’s degree in Finance or equivalent work experience.
• 5 years of relevant experience in financial services, consulting, or business strategy with a track record of performance and impact.
• 3+ years of experience with PowerPoint and the ability to consolidate complex information into a cohesive and coherent story.
• 3+ years of experience with analytics and reporting, including interpreting metrics, identifying patterns, and synthesizing insights from KPIs.

Responsibilities

• Partner with Service leadership to define, refine, and drive the long-term strategy for Service.
• Lead high-impact strategic initiatives that improve Service capabilities, advisor experience, operational effectiveness, and scalability.
• Develop strategic business cases, future-state operating models, implementation roadmaps, and executive-ready recommendations for senior leadership.
• Analyze industry and business trends, performance data, advisor feedback, and enterprise priorities to inform strategic direction.
• Conduct structured problem solving to uncover insights, evaluate options, and shape recommendations that improve execution and business outcomes.
• Act as a thought partner to department heads and frontline leaders to translate strategy into clear, measurable actions.
• Lead or support Service planning for acquisitions, advisor transitions, and other strategic business integrations.
• Design scalable Service support models for conversions, including support channels, roles and responsibilities, escalation paths, staffing considerations, and post-conversion support approaches.

Skills

PowerPoint

Analytics & reporting

Stakeholder management

Communication

Education

Bachelor’s degree in Finance

Job description

LPL Financial is seeking an Assistant Vice President to advance Service strategy and conversions, collaborating with senior leaders to translate strategy into action and improve advisor experience. The role focuses on developing operating models, roadmaps, and governance for acquisitions and transitions, while coordinating across functions to ensure successful execution.

Ideal candidates have strong collaboration, integrity, and a track record of delivering impactful results.