VPII, Corporate Strategy Lead

LPL Financial•San Diego, CA

1d•$178,293 - $297,155

About The Position

LPL Financial is seeking a high-performing VPII, Corporate Strategy Lead to join its Corporate Strategy team. The role helps shape the firm’s long-term strategic agenda, translates complex market and business dynamics into executive-ready recommendations, and leads high-priority initiatives affecting LPL’s growth, competitive positioning, operating model, and enterprise value. The successful candidate will bring structured problem-solving, analytical rigor, executive communication, and project leadership skills comparable to those developed at a top-tier management consulting firm, at a Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level. The role requires independently leading complex strategy workstreams and influencing executives while remaining hands-on in problem structuring, analysis, narrative development, and coaching junior team members. The position reports to the SVP, Head of Corporate Strategy & Pricing. The work spans enterprise growth and competitive strategy, advisor and end-client value propositions, operating model evolution, AI-enabled transformation, pricing, M&A, and adjacent-market expansion. The role partners with leaders across business lines and corporate functions to develop recommendations and connect them to practical execution plans.

Requirements

Bachelor’s degree in business, economics, finance, strategy, engineering, liberal arts, or a related field.
10+ years of professional experience in strategy consulting, corporate strategy, business strategy, corporate development, strategic finance, or a comparable strategy-oriented role.
Significant experience at a top-tier management consulting firm or equivalent environment, comparable to Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level.
Demonstrated ability to lead complex strategy projects from problem definition through recommendation and executive alignment.
Strong financial and analytical capabilities, including business case development, market sizing, scenario analysis, and executive-level synthesis.
Ability to structure ambiguous questions, develop hypotheses, and identify high-value paths to insight.
Ability to communicate complex analysis concisely and compellingly to senior audiences.
Business judgment balancing growth, economics, client impact, risk, and execution feasibility.
Ability to build alignment across stakeholders with different objectives, incentives, and operating realities.
Ability to set direction, manage workstreams, develop talent, and raise the quality of team output.
Execution orientation connecting strategy to roadmaps, owners, metrics, and operating mechanisms.
Enterprise mindset that prioritizes what is best for LPL overall.
Strong collaboration skills and ability to thrive in fast-paced, team-oriented environments; integrity, creativity, continuous improvement, and commitment to client success.

Nice To Haves

MBA or advanced degree from a top-tier program.
Experience in wealth management, brokerage, asset management, banking, fintech, insurance, or another financial services sector.
Experience with pricing strategy, M&A strategy, platform strategy, AI or digital transformation, operating model redesign, or advisor/client experience strategy.
Experience preparing materials for C-suite, Management Committee, Board of Directors, or investor-facing discussions.
Demonstrated ability to develop strategies connecting external market shifts to internal business model implications.
Experience operating in both consulting and corporate environments.

Responsibilities

Lead enterprise strategy initiatives addressing important opportunities and risks, including growth, competitive positioning, advisor and end-client value propositions, operating model evolution, AI-enabled transformation, pricing, M&A, and adjacent-market expansion.
Frame ambiguous strategic questions and develop fact-based recommendations and practical options for senior executives, Management Committee members, and Board-level discussions.
Create compelling strategic narratives and executive-ready materials that clarify complexity, tradeoffs, investment priorities, and execution paths.
Partner with business lines and Finance, Technology, Product, Legal, Risk, Transformation, Corporate Development, and other senior stakeholders to ground recommendations in business realities and connect them to execution.
Monitor wealth management market developments, advisor and end-client needs, new entrants, AI-driven disruption, monetization models, and competitor activity to identify strategic implications.
Lead market sizing, financial modeling, scenario analysis, strategic option development, and risk assessment for major enterprise decisions.
Contribute to Board, Management Committee, and senior leadership materials, including annual strategy sessions, strategic updates, and decision-oriented pre-reads.
Lead project teams, coach analysts and managers, improve problem-solving and communication quality, and help develop Corporate Strategy as a talent feeder for broader leadership roles.
Translate strategic recommendations into roadmaps, governance models, operating rhythms, success metrics, and implementation plans in partnership with teams across the firm.