AVP, Strategy Activation

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview: The Assistant Vice President (AVP), Strategy Activation, will play a critical role in translating LPL Financial's strategic vision for advisor affiliations into actionable initiatives and ensuring successful execution across the organization. This individual will drive the implementation of key strategic projects, monitor performance, and foster cross-functional collaboration to achieve desired business outcomes.

Responsibilities

• Lead and manage the execution of strategic initiatives from inception to completion, working closely with various business units and stakeholders.

• Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics.

• Monitor and report on the progress of strategic initiatives, identifying potential risks and roadblocks, and developing mitigation strategies.

• Facilitate cross-functional working groups and steering committees to ensure alignment and effective communication throughout the strategy activation process.

• Partner with senior leadership to define and refine strategic priorities, ensuring they are clearly articulated and understood across the organization.

• Develop and implement change management strategies to ensure smooth adoption of new processes, systems, and organizational structures resulting from strategic initiatives.

• Conduct post-implementation reviews and analyses to evaluate the effectiveness of activated strategies and identify areas for continuous improvement.

• Prepare and deliver compelling presentations to senior leadership and other stakeholders on strategy progress, challenges, and outcomes.

• Stay abreast of industry trends, competitive landscape, and emerging technologies to inform strategic planning and activation efforts.

• Contribute to the development of frameworks, tools, and best practices for effective strategy activation within LPL Financial.

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:

• 5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination

• Project management skills, including building executable plans, tracking milestones, and managing dependencies.

Core Competencies:

• Excellent written and verbal communication skills, including ability to produce clear, concise, leadership-ready materials (PowerPoint, executive summaries).

• High attention to detail with strong follow-through, organization, and ability to manage multiple workstreams concurrently.

Preferences:

• Experience in financial services and familiarity with advisor affiliation models, operations, or cross-functional execution.

• Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions.

• Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling a plus).

Pay Range:

$114,124.00 - $190,138.00

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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , 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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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.

EAC 5.19.26