AVP, Strategy & Business Management

LPL Financial•Charlotte, NY

About The Position

LPL is seeking a results-driven, adaptable Assistant Vice President to support Strategy & Business Management initiatives within the Service organization. In this role, you will partner closely with the Chief of Staff and senior leaders to drive high-impact initiatives and ensure the effective operation of key business management processes that keep the service function performing at its best. This individual will play a central role in improving the quality and efficiency of decision-making, tracking progress against key priorities, and ensuring execution against annual goals. The ideal candidate is a proactive problem-solver who thrives in a fast-paced, dynamic environment and enables leadership to stay focused on the highest-impact priorities. You will serve as a trusted partner to leadership, balancing strong analytical thinking with sound judgment and a focus on execution. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that enhance the performance of the broader organization.

Requirements

Bachelor’s degree in Finance or equivalent work experience
5 years of experience (or equivalent experience), ideally in financial services, consulting, or business management roles, with a demonstrated track record of performance and impact.
Experience with PowerPoint and the ability to consolidate information into a cohesive and coherent story.
Experience with demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution.
Skilled at managing multiple priorities independently and effectively.
Experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.
Proven ability to build relationships and effectively partner with senior stakeholders across functions.
Highly organized with the ability to manage multiple priorities, maintain attention to detail, and drive work to completion.

Responsibilities

Own and optimize the business rhythms of Service, including strategic planning cycles, business performance, financial tracking, and executive reporting
Partner with Service leadership to define, refine, and dive the long term strategy for Service
Develop strategic business cases and executive ready materials for the President, Board of Directors and Operating Committees
Analyze industry or business trends, performance data, and market shifts to inform strategic direction
Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is fully informed on priorities, risks, and outcomes
Partner with leadership to oversee core business operations, including headcount management, hiring, capacity reporting, budget, and leadership offsites
Synthesize enterprise insights by gathering data, analyzing trends, and translating complex information into clear recommendations
Coordinate cross-functional alignment across Service and partner teams to ensure clarity on priorities and interconnected initiatives
Stand up and lead special projects and events in partnership with Service leadership, inclusive of event planning
Enable leadership effectiveness by monitoring issues, maintaining key relationships, & anticipating needs to support the success of the Service organization
Support talent planning and departmental operating reviews in partnership with HR, Finance, Data & Analytics, and Business Leaders
Conduct structured problem solving to uncover insights and shape recommendations that enhance execution and business outcomes
Support the implementation and adoption of key initiatives through structured change management, communication, and stakeholder engagement
Act as a thought partner to department heads and frontline leaders to translate strategy into action