AVP, Strategy

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.

The AVP role will be a key player in exploring how LPL can differentiate and work with a team of strategists to uncover innovative ways to increase LPL’s enterprise value. We are looking for candidates who are adept at building visions and connecting these visions to execution. The AVP role will be part of our fast‑paced Corporate Strategy team where LPL dreams big – setting an ambitious vision – then interacting with stakeholders across the organization to turn this vision into reality.

Our AVPs 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.

• Identify major threats and opportunities for LPL
• Lead and support initiatives that will have a material impact to LPL
• Collaborate with senior leaders across LPL
• Be responsible for the backlog of strategic initiatives
• Take a data‑driven approach to uncovering value pools
• Establish processes for the rest of the team to adopt
• Interact with customers to receive feedback and uncover insights
• Be a key team member in the team responsible for defining LPL’s long‑term strategy
• Be an ambassador for LPL, building relationships with external business partners in order 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
• 3+ years of experience in either corporate strategy or strategy consulting in areas that include: corporate strategy, innovation and new ventures, product strategy & development

• Master of Business Administration (MBA) degree
• Superior presentation skills & ability to build a story narrative
• Ability to take complex topics and make them easy to understand
• Experience of merging human‑centered design with corporate strategy
• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
• Robust knowledge of the financial service industry
• Robust experience developing strategic narratives & positionings

$117,922–$196,537/year. 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 401(k) 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!

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.

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