VP, Strategy & Data-Driven Growth

LPL Financial; Charlotte (NC); On-site; USD 145,000 - 242,000; Full time

Job summary

LPL Financial is seeking a VP Strategy to lead the Business Solutions portfolio strategy, pricing, and data initiatives. You will coordinate with FP&A, client success, and business-line strategy teams to drive growth, efficiency, and informed decision‑making across the unit.

The role requires senior leadership collaboration, robust data capabilities, and a track record in strategy within wealth management. This position is based in Charlotte, NC with a strong emphasis on cross‑functional

Qualifications

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

Responsibilities

• Lead strategic initiatives and data strategy for Business Solutions, including subscription and non-subscription based solutions.
• Lead pricing strategy for portfolio of solutions and partner with internal stakeholders to design/ enhance pricing constructs.
• Own the 3-year strategic roadmap and manage development cycles with schedules and milestones.
• Drive operational efficiency dashboards and KPIs to measure impact across LPL.
• Support planning, staffing models, and board/executive communications.

Education

MBA preferred

Tools

Salesforce

Job description

LPL Financial is seeking a VP Strategy to lead the Business Solutions portfolio strategy, pricing, and data initiatives. You will coordinate with FP&A, client success, and business-line strategy teams to drive growth, efficiency, and informed decision‑making across the unit.

The role requires senior leadership collaboration, robust data capabilities, and a track record in strategy within wealth management. This position is based in Charlotte, NC with a strong emphasis on cross‑functional