AVP, Strategy & Business Management

LPL Financial

Assistant Vice President at LPL Financial driving Strategy & Business Management initiatives. Owning business rhythms and enhancing decision-making within the Service organization.

Posted 6/26/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $102,176 - $170,259 per yearWebsite

About the role

Key responsibilities & impact

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 drive the long term strategy for Service
Develop strategic business cases and executive ready materials for the President, Board of Directors and Operating Committees
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
Partner with leadership to 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
Coordinate 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

What you’ll need

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.
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.

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

strategic planningbusiness performance analysisfinancial trackingexecutive reportingproject managementanalyticsreportingdata synthesisstructured problem solvingchange management

Soft Skills

relationship buildingcross-functional collaborationorganizational skillsattention to detailtime managementcommunicationleadership effectivenessstrategic thinkingprioritizationadaptability

Certifications

Bachelor’s degree in Finance