AVP, Strategy & Business Management

Job Overview

LPL is seeking a results-driven, adaptable Assistant Vice President to support Strategy & Business Management initiatives within the Service organization. The role involves partnering with the Chief of Staff and senior leaders to drive high-impact initiatives and ensure the effective operation of key business management processes.

Responsibilities

• Own and optimize the business rhythms of Service, including strategic planning cycles, business performance, financial tracking, and executive reporting
• Partner with Service leadership to define, refine, and develop the long-term strategy for Service
• Analyze industry or business trends, performance data, and market shifts to inform strategic direction
• Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is fully informed on priorities, risks, and outcomes
• Oversee core business operations, including headcount management, hiring, capacity reporting, budget, and leadership offsites
• Synthesize enterprise insights by gathering data, analyzing trends, and translating complex information into clear recommendations
• Cross-functional alignment across Service and partner teams to ensure clarity on priorities and interconnected initiatives
• Stand up and lead special projects and events in partnership with Service leadership, inclusive of event planning
• Enable leadership effectiveness by monitoring issues, maintaining key relationships, & anticipating needs to support the success of the Service organization
• Support talent planning and departmental operating reviews in partnership with HR, Finance, Data & Analytics, and Business Leaders
• Conduct structured problem solving to uncover insights and shape recommendations that enhance execution and business outcomes
• Support the implementation and adoption of key initiatives through structured change management, communication, and stakeholder engagement
• Act as a thought partner to department heads and frontline leaders to translate strategy into action

Requirements

• Bachelor’s degree in Finance or equivalent work experience
• 5 years of experience (or equivalent experience), ideally in financial services, consulting, or business management roles, with a demonstrated track record of performance and impact

Core Competencies

• Experience with PowerPoint and the ability to consolidate information into a cohesive and coherent story
• Experience with demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution
• Skilled at managing multiple priorities independently and effectively
• Experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators
• Proven ability to build relationships and effectively partner with senior stakeholders across functions
• Highly organized with the ability to manage multiple priorities, maintain attention to detail, and drive work to completion