AVP, Office of the CEO

LPL Financial • San Diego, CA

4d

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Do you like building and shaping something from a “blank canvas”? Do you often ask yourself “what if or is there a better way?” Do you have experience defining a vision, assembling a coalition and helping to achieve shared outcomes? If so, then this could be the role for you! Job Overview: LPL Financial is seeking a strategic, results-driven Assistant Vice President to join the Office of the CEO. The ideal candidate will bring a strong blend of strategic rigor, executive presence, and operational excellence. You will help execute strategic priorities and day-to-day operations and effectiveness of the Office of the CEO. This position requires a proactive, adaptable leader who thrives in a fast-paced, dynamic environment. This is a unique opportunity to contribute meaningfully to executive decision-making and organizational success.

Requirements

• Bachelor’s degree (B.S. or B.A.) at a minimum is required; MBA is preferred
• 5-7 years of experience in consulting, finance, or strategic roles, preferably within financial services
• Exceptional written and verbal communication skills with the ability to engage confidently and effectively with senior executives
• Comfortable navigating ambiguity and shifting priorities in a fast-paced, high-visibility environment
• Demonstrated strength in distilling complex information into clear, concise, and visually compelling executive-level presentations
• Trusted to handle sensitive information and make sound decisions aligned with executive priorities
• Leads with operational excellence by managing complex, cross-functional initiatives with precision and accountability

Nice To Haves

• Proven track record of leading cross-functional initiatives and driving strategic execution
• Highly proficient in Microsoft PowerPoint, translating into strategic narratives
• Highly proficient in Microsoft Excel

Responsibilities

• Organize executive-level meetings and events with business partners, including agenda preparation and management of key takeaways
• Collaborate with leaders and business partners to build executive reports and presentations for various audiences, including the CEO and Management Committee
• Manage deliverable timelines including review and work-back schedules
• Drive Management Committee workstreams and mechanisms for accountability
• Partner with the Office of the CEO to deliver, monitor, and communicate progress against goals/OKRs
• Drive execution of special projects aligned with CEO priorities, often under tight timelines and with high visibility

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level