AVP, LBS HR Consulting

LPL Financial•San Diego, CA

About The Position

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: The LBS Consulting Services organization comprises several different disciplines including HR, Marketing, Startup and Real Estate consulting. Each provides a strategic advisory service to internal and external stakeholders. As Consulting Services continues to scale, the organization is focused on building differentiated vertical expertise while maintaining a unified engagement framework that drives consistency, scalability and measurable advisor outcomes. The AVP, HR Consulting serves as a senior subject matter expert and primary advisor facing consultant within the HR Consulting vertical. Reporting directly to the Head of LBS Consulting services, this role delivers consultative and execution-oriented HR guidance to advisors while contributing to the continued buildout and refinement of HR service offerings. The AVP maintains direct engagement with advisors across affiliation models, particularly within the Supported Models and with breakaway transitions. Scope & Impact: Serves as primary consultant for HR engagements across affiliation models. Delivers foundational, consultative and execution-oriented HR support to advisors. Supports execution and expansion of the Strategic Wealth HR pilot. Contributes to development and refinement of HR service tiers and toolkits. Collaborates with Consulting Operations to ensure scalable delivery standards.

Requirements

8+ years in HR consulting, workforce strategy, organizational development or related advisory roles
Demonstrated experience delivering client-facing, consultative HR services.
Strong knowledge of payroll structures, PEO models, compensation strategy and workforce planning
Financial services or wealth management experience preferred.
Strong communication skills with the ability to operate credibly with advisors and internal stakeholders.
Proven ability to operate within structured consulting frameworks while exercising sound judgment.

Nice To Haves

Experience supporting small-to-mid-sized professional services firms preferred.

Responsibilities

Vertical Strategy & Offering Development Support refinement of the HR Consulting value proposition across affiliation models.
Contribute to development of scalable HR toolkits, templates and delivery frameworks.
Translate advisor workforce needs into structured, repeatable advisory engagements.
Provide input on pricing, packaging and monetization opportunities where applicable.
Assist in tracking vertical performance metrics and engagement outcomes.
Senior Advisor Engagement Serve as lead HR consultant for assigned advisor engagements.
Conduct discovery sessions to assess workforce structure, HR infrastructure and growth plans.
Advise on talent acquisition strategies, performance management structures, compensation structures, compliance requirements, culture plans and benefit strategies.
Guide advisors through payroll and PEO evaluation decisions.
Support implementation planning and follow-up advisory sessions.
Escalate complex or enterprise-level engagements requiring senior oversight.
SW Pilot Leadership & Expansion Execute HR consulting engagements within the Strategic Wealth pilot.
Identify recurring advisor friction points and recommend delivery improvements.
Support scalable adoption of HR offerings across models.
Partner with Startup, Real estate and Marketing verticals for integrated advisor solutions Vendor & Ecosystem Management Support oversight of HR-related vendors (payroll providers, PEO partners, recruiting solutions).
Assist advisors in evaluating and onboarding HR vendors.
Monitor advisor satisfaction with vendor solutions.
Provide feedback on vendor performance and integration opportunities.
Team Leadership and Capability Development Mentor Consulting Operations Consultants on HR fundamentals.
Support knowledge sharing and subject matter development within the HR vertical.
Contribute to cross-vertical collaboration and generalist enablement efforts.
May provide guidance or oversight on selected engagements where appropriate.
Thought Leadership & External Representation Contribute to development of HR consulting collateral, frameworks and advisor-facing resources.
Participate in internal forums and training sessions as an HR subject matter expert.
Support content development that strengthens LPL’s consultative position in advisor HR strategy