VP, Strategy & Business Operations

Job Overview: 

As Vice President, Strategy & Business Operations, you’ll serve as both a strategic advisor and operational leader for the Service & Supervision organization. Reporting to the SVP, Head of Strategy & Business Operations (‘Chief of Staff’) for Service & Supervision, you will partner closely with senior executives and business leaders to shape strategy, lead high-impact initiatives, and run the business operations that keep our service and supervision functions thriving. You will be responsible for increasing the effectiveness and efficiency of key decisions and making sure the team stays on top of executing and delivering against annual goals. This is a dual-focus role—ideal for a strategic operator who thrives at the intersection of long-term vision and daily execution.  We want strong integrators who can turn strategy into outcomes and ensure day-to-day execution stays sharp. You should be comfortable switching between a whiteboard session and a quarterly business review—and bring clarity, speed and structure to both 

Responsibilities: 

Strategic Leadership (50%) 

• Partner with the SVP and EVP to define, refine and drive the long-term strategy for Service & Supervision 
• Lead business-level initiatives, from strategic planning through execution, across service, supervision, and partner functions (Product, Finance, HR, Risk) in-line with Enterprise strategy 
• Build, evolve and maintain target operating models to align with changing priorities and client expectations 
• Conduct structured problem-solving to uncover insights and shape recommendations that enhance execution and business outcomes across Service & Supervision 
• Develop strategic business cases and executive-ready materials for the President, Board of Directors and Operating Committees 
• Analyze industry or business trends, performance data and market shifts to inform strategic direction 

Business Operations Execution (50%) 

• Own and optimize the business rhythms of Service & Supervision, including strategic planning cycles, business and transformation performance & financial tracking and executive reporting 
• Oversee core business operations for the chief of staff office, including headcount management, hiring, capacity reporting, budget, programming and leadership off/onsite 
• Own and execute key reporting and executive materials for the EVPs, Board of Directions, and Operating Committees 
• Stand up and lead special projects and events in partnership with the Chief of Staff and Executive Leadership, inclusive of event planning 
• Support talent planning and departmental operating reviews in partnership with HR, Finance, Data & Analytics, and Business Leaders
• Act as a thought partner to department heads and frontline leaders to translate strategy into action 

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: 

• 8–12 years’ experience in strategy, business operations, or management consulting 
• Exceptional problem-solving skills, with the ability to make strategic recommendations while maintaining attention to detail 
• Experience conducting quantitative and qualitative analysis 
• Strong communication and interpersonal skills  
• Outstanding record of academic achievement and professional accomplishment 
• Deep understanding of operational dynamics in service, customer experience, or financial supervision & compliance functions 
• Demonstrated success leading or supporting enterprise or department-level operations, rhythms and reporting 
• Bachelor’s degree required;

Core Competencies: 

• Structured thinker with the ability to clarify ambiguity and build from zero 

• Executive-level communication, including board material development and storytelling 

• Proven operator who can lead business rhythms, perform business analysis and performance reporting 

• Hands-on experience working collaboratively with cross-functional partners (Product, HR, Finance, Shared Services, Data & Analytics) to effectively execute and deliver the story of the business 

• Strong analytical background; fluent in Excel, PowerPoint and strategic modelling 

• Collaborative leadership style with the presence and influence to align senior stakeholders 

Preferred:

•  MBA or relevant advanced degree preferred 
• Previous experience in Financial Services, wealth management preferred 

 

Pay Range:

$141,188-$235,313/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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