VP, Strategy

LPL Financial; San Diego (CA); On-site; USD 145,000 - 242,000; 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 a VP Strategy within the Business Solutions (LBS) team in San Diego. The role drives portfolio strategy, including pricing, platform, and data strategy, partnering with key internal stakeholders to optimize business outcomes.

Ideal candidates bring extensive leadership in data and strategy within wealth management, with strong collaboration across senior leadership and cross-functional teams. MBA preferred and Salesforce experience is valued.

Qualifications

• 5+ years leading high performing data and strategy teams.
• 5+ years in Wealth Management industry across advisor spaces.
• 3+ years partnering with senior/executive leadership on roadmaps.
• 2+ years of working with Salesforce as a ticketing or task tool.

Responsibilities

• Lead strategic initiatives and data strategy for Business Solutions.
• Drive pricing strategy for a portfolio of solutions.
• Collaborate with FP&A, strategy teams, and client success for data to shape pricing.
• Lead annual pricing analysis and strategic adjustments.
• Own the 3-year strategic roadmap and align mid/long-term product roadmaps.
• Oversee automation and process improvements to boost efficiency.

Skills

Data leadership

Business strategy

Executive collaboration

Wealth management

Salesforce

Education

MBA

Tools

Salesforce

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

LPL’s Business Solutions (LBS) team is seeking a VP Strategy who will join our team. LPL’s Business Solutions creates a range of self-service, consulting, and execution-based solutions and services to support our 30,000 institutional and advisor clients. We allow them to outsource business operator functions, including but not limited to; administrative, marketing, and other tasks and technology-related aspects of running their small business to grow faster, more securely and operate more efficiently. Your scope includes driving forward the overall portfolio strategy, including Pricing, Platform, and Data Strategy that complements our expanded access Strategy.

Responsibilities

• Report to the SVP- Strategy & Operations for LBS to lead strategic initiatives and data strategy for Business Solutions, including subscription and non-subscription based solutions.
• Lead pricing strategy for portfolio of solutions
• Partner with key internal stakeholders across LBS, FP&A, Business Line Strategy, and Client Success teams to get qualitative and quantitative data to design and/or enhance existing pricing constructs to better achieve business goals
• Lead annual pricing analysis and provide recommendations for strategic adjustments for upcoming fiscal year
• Lead key strategic initiatives that have applicability across all of LBS in partnership with LBS leadership team
• Own LBS 3-year strategic roadmap while providing input on and adhering to mid and long term product roadmaps, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones
• Implementation of automation solutions and other technology in the search for more efficient tasks and processes.
• Lead process improvements linked to the increase in efficacy & efficiency of our products and solutions.
• Determine and own on-going management of business strategy metrics, KPIs and reports that will allow the measurement of solutions impact across LPL (LPL SSS, LPL NPS, Monetization referrals- L&S, Realignment impact)
• Evolve as necessary and own the on-going delivery of operational efficiency dashboards to provide visibility into the operational health of our business unit (product satisfaction, customer retention, employee productivity, drivers of unit economics, etc.)
• Support product operations teams as necessary with demand planning model to drive optimal staffing levels by incorporating sales projections, employee on-boarding and ramp to full productivity
• Support Board and Executive presentations to communicate impact, opportunities and challenges within Business Solutions product set

What are we looking for?

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 in leading high performing data, business strategy, and/or related teams
• 5+ years in the Wealth Management industry, with familiarity across all advisor mediated spaces
• 3+ years working with senior and executive leadership to develop and maintain a rolling, cross-domain investment roadmap
• 2+ years of working with Salesforce or Salesforce service cloud as a ticketing system or task management system

Preferences

• MBA preferred
• Experience in Corporate Strategy or Business Strategy roles within Financial Services a plus
• Previous experience working with internal/B2B team tools, call-center tools
• Previous experience in process management, process improvement, quality improvement, or continuous improvement

Pay Range

$145,436.00 - $242,359.00 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.

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com.

Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at [phone]. EAC 5.19.26