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VP, Institution Strategy Leader - Thought Leadership

LPL Financial

LPL Financial

Multiple locations
Posted on Tuesday, January 30, 2024

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors and institutions have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking a VP to join our Institution Business Line Strategy Team within LPL’s Business Strategy & Growth department. As a trusted partner, you will drive strategy, create solutions, lead cross-functional teams, and contribute to the analysis that enables our team to deliver insights and thought leadership to various institution stakeholders. This “thought leadership” work directly impacts our broader organization including business development, relationship management, client experience and others.

The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and broad knowledge of the current macro and microenvironment impacting wealth management within institutions. We desire strong leaders focused on driving strategy within the firm to successfully deliver data analysis and insights in a compelling way that leads to positive behavior change.

This team within Business Strategy & Growth desires to be “best-in-class” in the wealth management community delivering exceptional products and solutions, through a strategy focused on growth and scalable opportunities that better serve our institution clients. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market.

What does your success look like in the first 90 days?

  • Immersing yourself and learning as much as you can about the nuances of team processes and tools, the industry, the company, and our institution clients.

  • Bringing fresh perspective, ideas, and critical thinking to how our growing team operates, consistently asking questions and pushing for progress over perfection.

  • Working with others in the team, department, and across the company to understand the LPL ecosystem and how it pertains to our strategic plays, institution objectives and key results.


  • Consult with internal stakeholders and institution clients to understand their unique needs and challenges

  • Analyze significant amount of internal and external data and draw important insights

  • Partner with marketing to deliver content that is relevant and consistent with the LPL brand

  • Lead internal workstreams to drive strategy and deliver outcomes

  • Produce benchmarking studies that educate our institutions on various wealth management topics

  • Formulate the strategic assessment, operational build-out, and implementation of our overall “thought leadership” offering to institutions

  • Prepare best-in-class presentations and represent institution thought leadership across multiple stakeholder groups, including senior executives across the firm and with clients

  • Manage strategic initiatives and projects that are undertaken, in an efficient and effective manner

  • Work closely with cross-functional teams, including sales, marketing, and operations, to align and execute on partnership objectives and goals

  • Stay current on industry trends and developments and incorporate this knowledge into the strategy

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.


  • Strong understanding of the financial services industry, including regulations and compliance requirements

  • Can operate in undefined environments

  • Highly analytical and curious with strong communication skills, both verbally and written

  • Bachelor’s degree in a related field

  • 5 - 10 years' wealth management, marketing, communications, or data research specifically supporting wealth management


  • Ability to effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment

  • Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and hunger to contribute to a growing team in a start-up-like atmosphere

  • Must possess intermediate to advanced skills and strong proficiency with Microsoft PowerPoint, Excel, and interested in learning tools such as: Smartsheet, Confluence, etc.

  • Robust analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization, influencing leadership based on data-driven decisions by presenting findings in a clear and actionable manner

  • Proactive problem solver, expected to present problems and recommendations simultaneously

  • Partner with cross-functional teams and business leaders to develop, execute, and implement strategies to enhance LPL over thought leadership

  • Ability to travel as needed

  • The preferred candidate will be located in Fort Mill, SC or local to another LPL corporate office

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.

Want to hear from our employees on what it’s like to work at LPL? Watch this!

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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 @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 (800) 877-7210.