Job Description

Job Overview

LPL Financial is seeking a strategic, results-driven Vice President to join the Office of the CEO. The ideal candidate will bring a strong blend of strategic rigor, executive presence, and operational excellence. You will play a key role in shaping and executing strategic priorities, while overseeing the day-to-day operations and effectiveness of the Office of the CEO. This position requires a proactive, adaptable leader who thrives in a fast-paced, dynamic environment. This is a unique opportunity to contribute meaningfully to executive decision-making and organizational success.

Responsibilities

• Lead the design and execution of all operational processes within the Office of the CEO to ensure alignment with strategic priorities


• Oversee the daily operations of the Office of the CEO, ensuring operational excellence, cross-functional coordination, and timely execution


• Partner with the Chief of Staff to shape and execute strategies that align with the CEOs vision and priorities


• Oversee all deliverables such as executive reports and presentations for the CEO, Board of Directors, and Management Committee, with a focus on clarity, precision, and strategic insight


• Develop comprehensive documents, frameworks, and both qualitative and quantitative analyses to address and resolve critical business challenges


• Act as the primary architect and liaison for cross-functional initiatives spanning Human Capital, Finance, Real Estate, Conferences, and other strategic areas


• Drive execution of special projects aligned with CEO priorities, often under tight timelines and with high visibility


• Advance the Office of the CEOs effectiveness by leading high-impact process enhancements that drive operational excellence

Requirements

• Bachelors degree in business, finance or relevant work experience


• 7+ years of experience in finance, consulting, business management, or strategic roles, preferably within financial services


• 7+ years' experience leading cross-functional initiatives and driving strategic execution


• 7+ years' experience in Microsoft PowerPoint and Excel, with experience preparing executive-level communications and materials

Core Competencies

• Exceptional ability to translate vision into actionable plans and deliver results


• Inspires confidence through thoughtful planning, cross-functional alignment, and a commitment to continuous learning and improvement


• Exceptional written and verbal communication skills with the ability to engage confidently and effectively with senior executives


• Demonstrated strength in distilling complex information into clear, concise, and visually compelling executive-level presentations


• Trusted to handle sensitive information and make sound decisions aligned with executive priorities

Pay Range

$138,800-$231,400/year

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, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nations leading independent brokerdealer, we offer an integrated platform of cuttingedge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.


• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.


• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.


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


• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.


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


• 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.

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 applicants bank or credit card. Should you have any questions regarding the application process, please contact LPLs Human Resources Solutions Center at (855) 5756947.

EAC1.22.25

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