AVP, Advisory Programs Strategy Enablement

LPL Financial

. Own enterprise advisory strategy formation , synthesizing inputs across the Advisory Programs team (Client‑Centric Capabilities, PC&A / Model Management, Tax, Platform Strategy) into a cohesive umbrella strategy aligned to Wealth Management priorities.

Posted 5/1/2026full-timeSan Diego • California, North Carolina • 🇺🇸 United StatesLead💰 $129,368 - $215,682 per yearWebsite

About the role

Key responsibilities & impact

Own enterprise advisory strategy formation , synthesizing inputs across the Advisory Programs team (Client‑Centric Capabilities, PC&A / Model Management, Tax, Platform Strategy) into a cohesive umbrella strategy aligned to Wealth Management priorities.
Develop and maintain multi‑year advisory strategic plans , ensuring near‑term initiatives align to longer‑term enterprise priorities and sequencing.
Lead business case development and investment framing for major advisory initiatives, producing decision‑ready materials for executive review and funding forums.
Own enterprise advisory economics and investment modeling to assess impact, scale, ROI, scenarios, and trade-offs across strategy options and to support capital allocation decisions.
Support enterprise strategy translation, socialization, and leadership alignment by packaging complex strategy into clear, decision‑ready materials (e.g., narratives, presentations, and written artifacts) and ensuring inputs are consistent and well‑framed across executive conversations, prioritization discussions, and funding forums.
Identify enterprise risks, dependencies, and constraints early , and reflect them in strategic recommendations, sequencing options, and investment trade‑offs.
Influence and align cross-functional partners , working across Product, Technology, Marketing, Consulting, Trading, and Platform teams to align assumptions and surface enterprise implications.
Align advisory strategy formation with broader Wealth Management strategy by working with WM leaders to reconcile priorities, assumptions, and sequencing across enterprise initiatives.
Synthesize industry, advisor, and client insights to inform enterprise advisory direction, priorities, and strategic recommendations.
Partner on Wealth Management platform enablement dependencies (e.g., direct trading and other platform capabilities) as strategic inputs—clarifying what must be true, when, and why—so Product and Technology teams can plan and execute against advisory outcomes.
Continuously refine strategy formation processes , improving consistency, throughput, and quality of enterprise strategy outputs over time.

Requirements

What you’ll need

5+ years’ experience leading complex, cross functional strategy initiatives within wealth management, advisory platforms, consulting, research firms, or related environments.
5+ years’ experience developing executive ready investment cases / business cases and strategic materials, with the ability to prioritize across a portfolio of initiatives to produce sequenced, multi-year strategic plans that support funding decisions.
Bachelor’s degree or equivalent years’ experience.

Benefits

Comp & perks

401K matching
health benefits
employee stock options
paid time off
volunteer time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment modelingbusiness case developmentstrategic planningrisk assessmentROI analysisdecision-making materialsstrategy formation processessequencing optionscapital allocationportfolio prioritization

Soft Skills

leadershipinfluencealignmentsynthesiscommunicationcollaborationproblem-solvingorganizational skillsstrategic thinkingadaptability

Certifications

Bachelor's degree