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VP, Transformation Business Owner

LPL Financial

LPL Financial

Remote · United States · United States · Charlotte, NC, USA · Fort Mill, SC, USA · Charlotte, NC, USA · San Diego, CA, USA
Posted on Thursday, August 24, 2023

Are you someone with a professional background in wealth management, consulting, or product management? Are you a strategic thinker and business leader with exceptional stakeholder collaboration capabilities and experience? Are you looking to focus on large strategic transformations, mergers & acquisitions, and strategy space? Excited to learn more? If so, then this could be the role for you!

Job Overview:

LPL Financial is seeking a Vice President of Treat Me Like a Business to join our Enterprise Business Strategy team within LPL’s Business Development group, one of the most visible departments in our organization. As a trusted business leader, you will drive outcomes, lead cross-functional teams, and contribute to the deep and thoughtful analysis required to make informed decisions regarding our efforts to transform our platform for institution clients.

The ideal candidate for this role has a combination of business acumen, wealth management experience, an entrepreneurial mindset, and product management to assist with the development and delivery of our Treat Me Like a Business initiative. Additionally, you will ensure creative and continuous improvements to our client facing products – with the goal of exciting our institution client base, leading the market, and attracting additional business.

The teams’ goal is to leverage both the strengths of our existing business model and expand into new markets where we enhance the capabilities we offer our customers in the wealth management space. You will have the opportunity to work on the firm's highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will gain a full understanding of, and the ability to explain, all business aspects of our products/platforms while working with numerous business units across the firm. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.


  • Drive the overall business strategy, execution, stakeholder management, and team leadership of the Treat Me Like a Business effort
  • Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of our offerings
  • Drive decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution
  • Create best-in-class reports and prepare presentations related to LPL’s strategic plays, potential conversion transactions, and growth initiatives that are SVP+, C-Suite, and Board ready
  • Develop roadmaps, plans, and metrics that communicate progress, risks, issues, and approach to execution that support continuous learning and improve outcomes. Sets a high bar for results through repeatable, scalable processes
  • Coach, mentor and lead a high performing team to deliver on the team’s objectives specifically as it relates to data


  • Bachelor’s degree in a related field required; MBA or other advanced degree preferred
  • 7+ years of experience in product management, management consulting, corporate strategy, program & project management preferably within a financial services or related FinTech firm
  • 5+ years of developing, cultivating, and leading strong, high-performing teams in an agile environment
  • Flexibility and organizational change management experience
  • The ability to work in a cross-functional team and drive outcomes without having direct authority
  • 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
  • Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
  • Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
  • Actively anticipates, identifies, and manages risks within position scope and at the company
  • Demonstrated ability to interact and influence senior leaders
  • Ability to create a strategy/plan that articulates that incorporates a business’s vision
  • Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges

Pay Range:


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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 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 (800) 877-7210.