VPII, Strategic Pricing

LPL Financial; 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. This leader will define pricing for platform, products, services, and affiliation models to support growth, margin expansion, and client experience.

The ideal candidate brings senior strategy or finance leadership, with strong analytical rigor and ability to influence across the organization, including senior leaders and the Pricing Committee.

Qualifications

• Bachelor’s degree in business, economics, finance, strategy or related field.
• 10+ years in strategy, pricing, or related commercial role.
• Strong financial modeling and business case development.

Responsibilities

• Develop and maintain multi-year pricing strategy and roadmap.
• Analyze how money is made across segments, products, services, and affiliations.
• Lead pricing workstreams in multiple areas including advisory, bundles, and fees.
• Design pricing recommendations balancing commercial impact with experience.
• Build financial models, scenarios, and business cases.
• Frame pricing decisions for senior leadership and boards.
• Partner with cross-functional teams to move pricing initiatives forward.
• Establish governance and guardrails for pricing decisions.
• Translate strategy into implementation roadmaps.
• Lead and develop a small pricing strategy team.

Skills

Pricing strategy

Financial modeling

Strategic thinking

Cross-functional leadership

Executive communication

Education

Bachelor's degree

MBA preferred

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.

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.

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

• 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

$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.

Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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

Your recruiter will be happy to discuss all that LPL has to offer!

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 thriving businesses. 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