VPII, Strategic Pricing

LPL Financial LLC; San Diego (CA); On-site; USD 178,000 - 297,000; Full time

Benefits offered by this job

401K matching

health benefits

employee stock options

paid time off

volunteer time off

and more

Job summary

LPL Financial is seeking a VPII, Strategic Pricing to shape and execute the firm’s enterprise pricing strategy. You will lead pricing architecture, economic analyses, and implementation roadmaps to enable growth, margin expansion, and competitive differentiation.

The role requires translating complex analytics into executive-ready recommendations, partnering with finance, legal, technology, operations, product, and sales to drive pricing initiatives from strategy through execution.

Qualifications

• Bachelor’s degree or equivalent in business, economics, finance, strategy, or related field.
• 10+ years in strategy consulting, corporate strategy, pricing strategy, or related role.
• Strong financial modeling and ability to quantify impact.
• Proven cross-functional leadership across finance, product, legal, and operations.

Responsibilities

• Develop and maintain LPL’s multi-year pricing strategy and pricing architecture.
• Analyze revenue across advisor segments, products, platforms, and services to drive margin expansion.
• Lead pricing workstreams including affiliation model pricing, bundled pricing, and fee simplification.
• Design pricing recommendations balancing commercial impact with advisor and client experience.
• Build and pressure-test financial models, scenarios, and business cases.

Skills

Pricing strategy

Financial modeling

Executive storytelling

Cross-functional influence

Education

MBA or related graduate degree

Job description

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees. LPL Financial is seeking a VPII, Strategic Pricing to help shape and execute the firm’s enterprise pricing strategy. This leader will play a critical role in defining how LPL prices its platform, products, services, and affiliation models to support growth, margin expansion, client experience, and long-term competitive differentiation.

This role is designed for a high‑potential strategy and finance leader with the analytical rigor of a top‑tier consulting or strategic finance background and the operating maturity to influence senior stakeholders across the organization. The ideal candidate may have experience as a Senior Manager, Engagement Manager, Principal, or early‑tenure Partner at a leading strategy consulting firm, or as a strategic finance / corporate strategy leader in a complex financial services organization. The successful candidate will lead a small, high‑performing team responsible for translating enterprise strategy into pricing architecture, economic analysis, decision frameworks, implementation roadmaps, and executive‑ready recommendations. This person must be able to move seamlessly from detailed financial modeling and analytical problem solving to executive storytelling, stakeholder alignment, and cross‑functional execution.

Responsibilities

• Develop and maintain LPL’s multi‑year pricing strategy, including the pricing architecture, strategic principles, economic targets, and roadmap required to support the firm’s 3- to 5-year objectives.
• Analyze how LPL makes money across advisor segments, affiliation models, products, platforms, and services; identify opportunities to improve quality of earnings, price realization, margin expansion, growth, retention, and client experience.
• Lead strategic pricing workstreams across areas such as affiliation model pricing, advisory platform pricing, bundled pricing, advisor incentives, end‑client fees, discounting, and fee simplification.
• Design pricing recommendations that balance commercial impact with advisor experience, end‑client experience, competitive positioning, regulatory considerations, operational feasibility, and execution risk.
• Build and pressure‑test financial models, scenario analyses, sensitivity analyses, and business cases to quantify opportunity size, advisor impact, attrition risk, implementation, and strategic tradeoffs.
• Frame complex pricing decisions for senior leadership, including the Pricing Committee, Management Committee, C‑suite leaders, and Board‑level discussions when appropriate.
• Partner with Finance, Legal, Compliance, Technology, Operations, Product, Advisor Experience, Relationship Management, Sales, Communications, and business line leaders to move pricing initiatives from strategy through execution.
• Establish clear decision frameworks, governance processes, and guardrails for pricing decisions, exceptions, discounting, legacy arrangements, and ongoing prioritization.
• Translate pricing strategy into implementation roadmaps, including data requirements, operating model needs, communications plans, stakeholder ownership, and change‑management considerations.
• Lead, coach, and develop a small team of pricing strategy professionals, raising the bar on analytical quality, executive communication, strategic judgment, and cross‑functional influence.

Requirements

• Bachelor’s degree in business, economics, finance, strategy, engineering, liberal arts, or a related field.
• 10+ years of professional experience in strategy consulting, corporate strategy, strategic finance, pricing strategy, corporate finance, investment banking, FP&A, or a related commercial strategy role.
• Demonstrated experience leading complex analytical work and translating analysis into enterprise‑level strategic recommendations.
• Strong financial modeling and business case development skills, with the ability to quantify financial impact and strategic tradeoffs.
• Proven ability to lead cross‑functional initiatives that require alignment across strategy, finance, product, technology, operations, legal, compliance, sales, and client‑facing teams.

Core Competencies

• Strategic problem solving: Structures ambiguous problems, drives to the answer, and brings clarity to complex decisions.
• Stakeholder influence: Builds alignment across leaders with different objectives, incentives, and operating realities.
• Executive communication: Creates crisp narratives and decision‑ready materials for senior leadership forums.
• Analytical rigor: Uses data, market intelligence, and financial analysis to support recommendations.
• Influential collaborator: Builds alignment across stakeholders with different objectives, incentives, and constraints.
• Talent multiplier: Develops team members, raises the quality of thinking, and creates leverage across the function.
• Enterprise mindset: Prioritizes what is best for LPL overall, not just an individual.

Preferences

• MBA or relevant graduate degree preferred.
• Background in wealth management, brokerage, RIA, asset management, banking, fintech, or another financial services sector.
• Experience in pricing, monetization, commercial strategy, revenue management, advisor economics, or product and platform profitability.
• Proven ability to lead and develop high‑performing strategy, finance, or analytics teams.
• Ability to develop clear, executive‑ready materials for C‑suite, Management Committee, Board, or investor‑facing discussions.
• Experience supporting enterprise transformation, margin expansion, operating model redesign, or cross‑functional implementation efforts.

Pay Range

Pay Range: $178,293.00 - $297,155.00. 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.

Benefits

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

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, 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.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

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 LPL Financial is the nation’s largest independent broker‑dealer. Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long‑term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page.

As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below!