Strategy & Communications Lead - Tech & Data

LPL Financial; New York (NY); On-site; USD 104,000 - 173,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial, based in New York City, seeks a Strategy & Communication Lead to shape and communicate the strategic vision for Investor Experience Technology and Data Technology. Based in New York City with in-office expectations, the role partners with senior leadership to align technology investments with firm-wide goals and to amplify impact across the organization.

The role requires 7+ years in strategic communications or technology strategy within financial services, with strong

Qualifications

• Minimum 7 years of experience in strategic communications, technology strategy, or executive engagement within financial services.
• Experience in a Big 4 consulting firm or similar large-scale consulting environment is highly preferred.
• Prior experience with graphic design and/or marketing is highly preferred.
• Proven ability to influence and collaborate with senior executives.
• Exceptional writing, storytelling, and visual communication skills.
• Strong business acumen and understanding of technology trends, especially in fintech, data, and AI.
• Proficiency in PowerPoint, Adobe Creative Suite, and executive communication platforms.
• Bachelor’s degree required; advanced degree in communications, business, or related field is a plus.

Responsibilities

• Author and maintain the strategic outlook for both technology departments, including current state, investment roadmap, and progress against key milestones.
• Develop quarterly strategic presentations for the Technology Operating Committee, Management Committee, and Board.
• Translate complex technology initiatives into compelling narratives using storytelling, visuals, and executive-ready materials.
• Own and manage all outbound communications from the CIO’s office, including newsletters, town hall content, weekly leadership summaries, and ad hoc updates.
• Ensure consistency, clarity, and alignment with enterprise messaging.
• Lead the submission of award nominations to showcase team achievements and elevate visibility of the CIO and organization.
• Collaborate with internal marketing and communications teams to promote technology success stories.
• Collaborate with CIO’s direct reports to craft and refine their departmental narratives for broader forums.
• Provide coaching and support for executive presentations and strategic messaging.
• Liaise with the central strategy team to fulfill requests for information, presentations, and strategic inputs for enterprise-wide initiatives.
• Ensure alignment between CIO communications and broader firm messaging.

Skills

Strategic communications

Technology strategy

Executive engagement

Storytelling

Writing

Business acumen

Fintech awareness

Leadership communications

Data/AI awareness

PowerPoint

Education

Bachelor’s degree

Advanced degree preferred

Tools

PowerPoint

Adobe Creative Suite

Job description

LPL Financial, based in New York City, seeks a Strategy & Communication Lead to shape and communicate the strategic vision for Investor Experience Technology and Data Technology. Based in New York City with in-office expectations, the role partners with senior leadership to align technology investments with firm-wide goals and to amplify impact across the organization.

The role requires 7+ years in strategic communications or technology strategy within financial services, with strong