EVP, Strategy & Initiatives

LPL seeks a proven business leader and Executive Vice President of Corporate Strategy responsible for shaping the forward looking strategy of the firm, and ensuring that this vision is translated from strategy to execution. In fulfilling this role, the EVP must build broad coalitions across the firm and seek to constantly push the firm to evaluate its assumptions, the environment in which it competes, and how it must adapt to be successful.

Areas of focus will include:

• Corporate Strategy
• Business Strategy & Planning
• Monetization strategy for the company
• End investor experience strategy

This leader will partner closely with LPL’s Management Committee, CEO, and Board of Directors.

Signs of Success 12-18 months:

• Help to build a culture that more tightly connects strategy with execution. Encourage exploration of the “world of possibilities” and showcase how strategy drives impact and business outcomes
• Broader accessibility of our strategy and intentionality in how we talk about it with advisors, employees/leaders, investors, and other external audiences
• Launching and driving initiatives which propel the growth of the firm
• A talent feeder for the broader LPL organization that continually brings in emerging leaders and launches their careers at LPL

Key Responsibilities:

Corporate & Business Strategy:

• Drive the development of the corporate strategy, including a multi-year strategic arc and period and annual formal reviews
• Explore trends that impact advisors and end investors - anticipate how they may change our industry and how we prepare to meet these changes
• Take a client-centric approach to identifying and evaluating strategic opportunities
• Identify and evaluate opportunities to diversify material revenue streams and improve the firm’s overall quality of earnings
• Communicate the company’s strategy to leaders and employees
• Continuously examine, update and refine elements of the firm’s 5-year strategic plan
• Drive the execution of strategy through the creation of roadmaps for investment
• Translate the company’s strategy into an execution framework and “top of the house” corporate priorities

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Leadership Engagement:

• This role requires a great deal of skill in navigating a variety of stakeholders and the ability to communicate effectively with all levels of the organization. In addition, there is a significant need to influence leaders where there is no formal reporting authority
• Frame, simplify and communicate the most complex strategic challenges facing the firm and empower the firm's leadership to make decisions at the Management Committee, C-suite and board level.
• Build and maintain relationships with senior leaders to ensure that strategies are market-backed and guided by client needs.

Qualifications:

• A minimum of 12-15 years of professional experience in a combination of professional services, financial services and corporate environments.
• Experience in directly leading corporate strategy functions for a company.  Experience in strategy consulting roles is a plus.
• A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.
• A strong background in strategy, management consulting, and/or corporate innovation, with expertise in the financial services industry a plus.
• Awareness and insights of industry dynamics, including traditional financial services firms and fintech players.
• A strong hypothesis/answer first, assertions, critical analysis, driven approach to solving problems.
• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives.
• Experience in evaluating and executing transactions and strategic partnerships a plus.
• Strong gravitas and executive presence
• Strong interpersonal skills, with the ability to build trust and respect.
• Excellent communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert, as well as the ability to frame complex issues visually.
• Demonstrated ability to influence senior leaders and invoke change.
• Ability to motivate employees, build teams and relationships and engender a sense of results-orientation.
• A Bachelor's degree, with a preference for an MBA or similar advanced degree.

 

Pay Range:

300,000-500,000/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 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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 (855) 575-6947.

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