Hybrid AVP, Strategic Initiatives - Coordination and Delivery bei LPL Financial

AVP, Strategic Initiatives Coordination and Delivery, Hiring Manager: Jeff Cox (Pete Landry /  Judy Ricketts Org), 2025

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview

We are seeking a strategic, execution-focused Assistant Vice President (AVP) to join our Strategic Initiatives Management (SIM) team within our Client Compensation, Advisory Operations and Performance and Data Reporting (PDR) team.  This role is ideal for a consulting-minded professional who thrives in a dynamic environment and is passionate about driving enterprise-wide impact. As an individual contributor, you will lead the development and implementation of demand and capacity management capabilities, support high-priority initiatives, and partner with senior leaders to deliver measurable business outcomes.

Job Responsibilities:

• Partner with the SVP of Strategic Initiatives within Client Compensation, Advisory Operations and the broader Operations and Business organization to enhance project and program management capabilities.
• Design and implement a scalable demand and capacity management framework to intake, prioritize, and allocate our organizations resources effectively.
• Develop and maintain dashboards and reporting tools to provide transparency into demand trends, resource utilization, and delivery statuses.
• Frame complex business problems and opportunities using structured thinking, data analysis, and strategic insight
• Meeting facilitation and progress documentation ensuring deliverables are actioned and closed.
• Drive collaboration across internal teams and broader LPL teams to execute projects and other initiatives of varying complexities
• Lead or oversee priority project management efforts for SIM initiatives using appropriate PM methodologies
• Act as a change agent to promote adoption of SIM practices and broader transformation efforts.
• Support the creation of materials for Executive-level audiences on a variety of strategic topics.
• Identify opportunities for operational improvement and recommend actionable solutions

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 5+ years of professional experience with project delivery, internal consulting or management consulting
• Bachelor’s degree or equivalent work experience required; business, finance, or analytics discipline

Core Competencies:

• Highly adaptable and comfortable working in a fast paced, dynamic environment with ambiguity
• Highly adaptable and comfortable working in a fast paced, dynamic environment with ambiguity
• Keen ability to manage large sets of tasks and able to prioritize and manage multiple projects requests of various size and scope

• Range of project-related skills that can be applied to our focus – including project management work in Agile / Waterfall / Hybrid environments and change management
• Strong organizational awareness and alignment with leadership priorities.
• Strong analytical and problem-solving skills with the ability to manage ambiguity and competing priorities
• Known for integrity and follow-through - "doing what you say you’ll do"
• Strong written and oral communication skills, with the ability to influence strategically
• Strong critical thinking, problem solving and decision-making skills

Preferences:

• Proficiency in project management tools such as Smartsheet, PowerPoint…also considering MS Project, Miro, Excel, Teams, Visio, MS Suite, Jira, and Confluence.
• Experience with working on multiple projects and adhering to strict deadlines
• Working on projects across various groups within the organization
• Experience managing multiple initiatives and influencing senior stakeholders
• Experience in a top-tier consulting firm or internal strategy/delivery function

 

Pay Range:

$96,788-$161,313/year

 

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!

 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 (855) 575-6947.

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