VP, Strategist

Job Overview

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Do you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product‑market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what’s ahead?

If so, the Vice President role in our Growth Strategy team could be for you! The VP role will be a key player in turning ideas to drive the future growth of LPL and our financial advisors into reality. We are looking for candidates who are adept at identifying market opportunities, prioritizing growth initiatives, developing go‑to‑market strategies, and reaching product‑market fit.

The VP role will be part of our fast‑paced Growth Strategy team where LPL dreams big – setting an ambitious growth vision – then owns, develops, and drives the highest impact growth levers – turning this vision into reality. Our VPs combine strategic thinking, human‑centered design, market research & sizing, and data analysis to explore, ideate, and incubate the opportunities that will set LPL apart from the competition.

• Develop and manage a multi‑year growth portfolio across organic growth and retention, including identifying major opportunities for LPL and our financial advisors
• Translate opportunities into actionable strategies by conducting research, uncovering advisor and market needs, and designing solution concepts that drive measurable growth
• Incubate and validate new ideas through human‑centered design, pilots, and data‑driven experimentation to achieve product‑market fit
• Turn strategy into action by building clear roadmaps, business cases, and success metrics that guide implementation teams
• Collaborate broadly across the firm including advisors, partner teams, and senior leaders to ensure alignment on vision, priorities, and outcomes
• Create executive ready deliverables that communicate insights, recommendations, and progress to senior leadership
• Serve as a strategic utility player, flexing across discovery, design, analysis, and execution to advance the highest impact growth initiatives for LPL and financial advisors
• Be a key team member in the team responsible for defining and implementing LPL’s growth strategy
• Be an ambassador for LPL, building relationships with business partners to accelerate opportunities

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.

• Bachelor’s degree in Business, Strategy, Data, Engineering, or the Liberal Arts
• 7+ years of experience in either strategy or management consulting in areas that include growth strategy, growth "hacking", innovation and new ventures, product strategy & development
• Experience in the wealth management industry with knowledge of how financial advisors grow their business

• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
• Superior people and communication skills
• Superior presentation skills & ability to build a story narrative
• Able to take complex topics and make them easy to understand

• Management Consulting experience
• Able to take complex topics and make them easy to understand
• Experience of merging human‑centered design with growth strategy
• Master of Business Administration (MBA) degree…