Avp, Business Management

AVP, Business Management, Business Strategy & Innovation

What if you could build a career where ambition meets opportunity? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. As AVP, Business Management, you'll play a pivotal role in supporting our Business Strategy & Innovation (BSI) leadership team. If you're ready to thrive in a fast-paced, collaborative environment and make a meaningful impact, discover what's possible with LPL Financial.

Job Overview:

The AVP, Business Management will support the SVP, Chief of Staff, and the Group Managing Director of Business Strategy & Innovation (BSI). This role is ideal for a proactive, detail-oriented professional who excels at managing multiple priorities, driving strategic initiatives, and ensuring the smooth operation of a dynamic organization. The AVP will serve as a key liaison across internal teams, helping to translate strategy into action and supporting operational excellence.

Responsibilities:

• Partner closely with senior leaders to support strategic planning and execution

• Manage communications, reporting, and project tracking to ensure alignment with organizational goals.

• Serve as a liaison between internal partners, facilitating collaboration and information flow.

• Support the budget process, including tracking, reporting, and engaging with stakeholders.

• Respond to ad hoc inquiries related to BSI operations with clarity and precision.

• Develop presentations and materials that effectively communicate strategic narratives.

• Monitor progress on key initiatives and anticipate future needs to support long-term planning.

• Coordinate cross-functional projects and drive forward key business initiatives.

• Ensure the smooth functioning of daily operations through strong administrative rigor and oversight.

What are we looking for?

We're looking for strong collaborators, logical yet creative thinkers and ambitious executors 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 firm, leaders and 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 experience in business operations, strategy, or project management.

• Proven ability to manage multiple priorities in a fast-paced environment.

• Strong communication and interpersonal skills, with experience interfacing with senior stakeholders.

• Highly organized and detail-oriented, with a proactive and resourceful mindset.

• Proficiency in Microsoft Office Suite, especially PowerPoint and Excel, and Smartsheet.

Core Competencies:

• Strategic thinking and planning

• Project and operations management

• Executive communication and storytelling

• Cross-functional collaboration

• Analytical and problem-solving skills

Preferences:

• Experience in financial services or a similarly complex, regulated industry

• Familiarity with budget tracking and financial reporting

• Experience supporting C-suite or senior leadership

• Knowledge of organizational change and innovation practices

Pay Range:

$99,200-$165,300/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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