VP, Business Solutioning

Job Overview:

The Vice President, Business Solutioning will be part of an innovative entrepreneurial, high-performing team that is driving the development, management and execution of LPL’s new and existing advisor business lines and our institutional partnerships within the Client Success organization. The role will work closely with our strategic Business Model Owners, Product & Platform Strategy teams, CARE (operations and services), Legal/Risk teams, Technology teams, and other cross-company departments as well as external partners. The individual will play a critical role in enabling our advisors and institutions to forever partner, operate, engage, grow, and thrive in a manner that is superior to alternative platforms.

Responsibilities:

Strategic Oversight of Current Institutional Reporting Initiative

• Ensure the vision and strategy for Institutional Business Management Reporting is delivered in 2025.

• Ensure future reporting alignment of all business line initiatives with organizational objectives and long-term firm goals.

Unified Business Management Reporting Strategy

• Conceptualize and lead the strategic vision and execution of a comprehensive business reporting strategy that integrates next best actions, insights, compensation, and practice management.

• Work closely with leadership and stakeholders to define priorities, execution, and measure success.

Cross-Functional Collaboration and Leadership

• Partner with cross-functional teams to align business management reporting strategy with firm growth initiatives, business lines, and Product/Tech objectives.

• Build consensus among stakeholders to advance strategy and drive execution.

• Partner with advisors, Program Managers, Large Enterprises, and client-facing employees to gain feedback and insight to drive practical application of overall strategy

Capability and Vision Development

• Articulate and document high-level capability statements and strategic use cases to guide business management reporting development with Product and Tech teams.

• Champion an end-user-focused approach to Business Management Reporting design and implementation.

Data Personalization and Insights Strategy

• Drive the practical use of data personalization through TMLB and SOR data to enhance the relevance and impact of reporting solutions.

• Oversee the creation of insights frameworks that provide actionable intelligence for advisors and institutions.

Leadership

• Foster an inclusive and collaborative team environment that supports our strategic business solutions and overall firm goals.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor’s degree or additional equivalent experience

• 8+ years of experience in product management, management consulting, corporate strategy, program & project management preferably within a financial services or related FinTech firm

• Flexibility and organizational change management experience

• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

Preferences:

• Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team

• Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges

• The ability to work in a cross-functional team and drive outcomes without having direct authority

• Actively anticipates, identifies, and manages risks within position scope and at the company

• Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment

• An entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results to improve the client experience

• Excellent organizational time management and organizational skills with keen attention to details

• Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests

Pay Range:

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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