AVP, Advisory Strategy

Job Overview

The Advisory Programs team within LPL’s Wealth Management Group is responsible for shaping and advancing the firm’s advisory strategy across platforms, capabilities, and advisor experiences. The Assistant Vice President, Advisory Strategy will serve as a senior strategy leader focused on business case development, strategic planning, and enterprise advisory decision support.

Responsibilities

• Drive enterprise advisory strategy formation outputs by synthesizing inputs across teams (Client-Centric Capabilities, PC&A / Model Management, Tax, Platform Strategy) into clear, actionable recommendations aligned to Wealth Management priorities.
• Develop and maintain multi-year strategic plans and roadmap sequencing that connect near-term initiatives to long-term enterprise priorities and investment decisions.
• Lead business case development and targeted strategy deep dives for major advisory initiatives, producing decision-ready materials for executive review and funding forums.
• Develop enterprise advisory economic and financial models to assess impact, scale, ROI, and trade-offs across strategic options and support capital allocation decisions.
• Synthesize industry, advisor, and client insights to inform strategic assumptions, priorities, and recommendations.
• Packaging strategy into clear, decision-ready materials and strengthen strategy development processes, ensuring consistent, high-quality outputs for executive alignment, prioritization, and funding readiness.

Requirements

• 5+ years of experience supporting complex, cross-functional strategy initiatives within wealth management, advisory, financial services, consulting, or related environments, with exposure to advisory platforms.
• 5+ years of experience developing executive-ready business cases, investment materials, or strategic recommendations, with the ability to prioritize across multiple initiatives and contribute to sequenced multi-year planning.
• Bachelor’s degree or equivalent years’ experience.

Core Competencies

• Strategic Thinking: Ability to translate firm vision into actionable strategy, balancing near-term execution with future opportunities and enterprise impact.
• Industry & Advisory Platform Acumen: Demonstrates knowledge of the wealth management and advisory industry and uses an external point of view (trends, competitive landscape, advisor needs) to inform strategic assumptions and recommendations.
• Judgment & Problem Solving: Applies experience, analysis, and diverse perspectives to clarify complex problems and make well-reasoned decisions.
• Operational Excellence: Designs structured approaches to strategy work, anticipates risks, and stages analysis and planning with appropriate rigor.
• Analytical Capability: Leverages data-driven insights to shape strategic narratives, supported by rigorous economic and financial modeling (ROI, scenario analysis, sensitivity testing) to quantify value, evaluate trade-offs, and support investment decisions.
• Executive Communication: Strong written and verbal communication skills; able to present complex strategy clearly to senior leadership.
• Influence & Collaboration: Builds alignment across teams and functions through credibility, clarity, and partnership rather than formal authority.
• Leadership Mindset: Demonstrates ownership, sound judgment, resilience, and integrity, and contributes positively to team culture and collaboration.