VP Business Design and Solutions

LPL Financial

VP Business Design & Solutions at LPL Financial enhancing client and advisor experiences. Leading strategic partnerships and M&A integrations with innovative solutions across teams.

Posted 7/17/2026full-timeFort Mill • Massachusetts, North Carolina • 🇺🇸 United StatesLead💰 $149,762 - $249,569 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Expertise in wealth management and business transformation, with a strong focus on developing operationally viable solutions and enhancing client experiences. Proven ability to lead large-scale change initiatives and present strategic insights to senior leadership.

Highest-signal resume keywords

Wealth Management ExperienceBusiness Efficiency ImprovementOperating Model DesignChange Management LeadershipExecutive Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Requirements DevelopmentWorkflow DefinitionSolution DevelopmentComplex Problem SolvingStakeholder Alignment

Soft Skills

CollaborationAdvocacy for Client ExperienceCommunication

Tools & Technologies

Microsoft OfficePowerPointExcel

Industry Keywords

Financial ServicesTransformationClient ExperienceComplianceOperational Viability

About the role

Key responsibilities & impact

Partner across product, technology, operations, service, and legal/compliance teams to align stakeholders, define solutions, and deliver outcomes that enhance both the client experience and LPL’s strategic position.
Break down complex, ill-defined problems into clear hypotheses, decision points, and actionable solution paths—creating structure where none exists.
Design future-state experiences that are intuitive, compliant, and operationally viable, while advocating for outcomes that improve adoption and satisfaction.
Lead discovery and diligence efforts to evaluate capabilities, workflows, and operating models.
Develop detailed, high-quality business requirements and workflow definitions that enable product and technology teams to build, integrate, and operationalize solutions.

Requirements

What you’ll need

10+ years of experience in wealth management, wealth management consulting, transformation, or related roles within financial services
10+ years of experience driving business efficiency, operating model design, and solution development across complex environments
10+ years of experience presenting to senior leadership and developing executive-ready materials
Demonstrated experience leading large-scale change, integrations, or complex business transformations
Microsoft Office skills (PowerPoint and Excel)

Benefits

Comp & perks

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