LPL Financial
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 This role will join the Strategy and Growth (S&G) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises, and institutions. S&G plays a critical role in everything from setting and executing on our firm’s strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client’s day to day experience in everything we do, we seek to proactively identify and address our clients’ most significant challenges. Together, the BSI team works to establish LPL as the model of choice in Wealth Management.
Responsibilities As a small team, we constantly evolve and match tasks based on acumen and interest in a specific domain. Areas of focus may include:
Help create and support multi-year growth plan for our Independent employee channel
Lead work surrounding our major change initiatives of model experience, profitability and growth while weighing potential shifts to the positioning and value prop of the offering
Work with corporate finance department to help budget, measure and track offering financials / P&L
Work with our key stakeholders across HR, corporate real estate and operations to build out the “employe platform” for our growing employee advisor population
Build out various operations and procedures to support and scale the W-2 platform
Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model
Continually work with partners to expand our addressable market inside and outside of LPL
What are we looking for? We want
strong collaborators who can deliver a world‑class client experience . We are looking for people who thrive in a
fast‑paced environment ,
are client‑focused ,
team oriented , and are able to execute in a way that encourages
creativity
and
continuous improvement .
Requirements
7 years of experience in the advisor mediated wealth management space and a desire to be part of an entrepreneurial team
7 years of experience managing projects within a cross‑functional organization
Preferences
Strategic thinker, with the ability to delineate between root problems and symptoms
Strong presentation skills, including the ability to craft concise presentations for senior audiences
A self‑starter that is comfortable working in a fast pace environment with ranging areas of focus
Awareness of and insights surrounding industry dynamics
Strong interpersonal skills, including the ability to “manage without authority” and get buy‑in from partners in adjacent departments
High financial acumen, financial modeling expertise is a plus
Pay Range $144,525-$240,875/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace. LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
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!
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.
Principals only. EOE.
#J-18808-Ljbffr
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 This role will join the Strategy and Growth (S&G) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises, and institutions. S&G plays a critical role in everything from setting and executing on our firm’s strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client’s day to day experience in everything we do, we seek to proactively identify and address our clients’ most significant challenges. Together, the BSI team works to establish LPL as the model of choice in Wealth Management.
Responsibilities As a small team, we constantly evolve and match tasks based on acumen and interest in a specific domain. Areas of focus may include:
Help create and support multi-year growth plan for our Independent employee channel
Lead work surrounding our major change initiatives of model experience, profitability and growth while weighing potential shifts to the positioning and value prop of the offering
Work with corporate finance department to help budget, measure and track offering financials / P&L
Work with our key stakeholders across HR, corporate real estate and operations to build out the “employe platform” for our growing employee advisor population
Build out various operations and procedures to support and scale the W-2 platform
Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model
Continually work with partners to expand our addressable market inside and outside of LPL
What are we looking for? We want
strong collaborators who can deliver a world‑class client experience . We are looking for people who thrive in a
fast‑paced environment ,
are client‑focused ,
team oriented , and are able to execute in a way that encourages
creativity
and
continuous improvement .
Requirements
7 years of experience in the advisor mediated wealth management space and a desire to be part of an entrepreneurial team
7 years of experience managing projects within a cross‑functional organization
Preferences
Strategic thinker, with the ability to delineate between root problems and symptoms
Strong presentation skills, including the ability to craft concise presentations for senior audiences
A self‑starter that is comfortable working in a fast pace environment with ranging areas of focus
Awareness of and insights surrounding industry dynamics
Strong interpersonal skills, including the ability to “manage without authority” and get buy‑in from partners in adjacent departments
High financial acumen, financial modeling expertise is a plus
Pay Range $144,525-$240,875/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace. LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
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!
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.
Principals only. EOE.
#J-18808-Ljbffr