VP Strategy & Pricing Innovation

LPL Financial

San Diego (CA)

On-site

USD 145,000 - 242,000

Full time

17 hours ago

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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.