VP, Office of the CEO

LPL Financial•San Diego, CA

About The Position

LPL Financial is seeking a strategic, results-driven 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 play a key role in shaping and executing strategic priorities, while overseeing the 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 in business, finance or relevant work experience
7+ years of experience in finance, consulting, business management, or strategic roles, preferably within financial services
7+ years' experience leading cross-functional initiatives and driving strategic execution
7+ years' experience in Microsoft PowerPoint and Excel, with experience preparing executive-level communications and materials
Exceptional ability to translate vision into actionable plans and deliver results
Inspires confidence through thoughtful planning, cross-functional alignment, and a commitment to continuous learning and improvement
Exceptional written and verbal communication skills with the ability to engage confidently and effectively with senior executives
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

Responsibilities

Lead the design and execution of all operational processes within the Office of the CEO to ensure alignment with strategic priorities
Oversee the daily operations of the Office of the CEO, ensuring operational excellence, cross-functional coordination, and timely execution
Partner with the Chief of Staff to shape and execute strategies that align with the CEO’s vision and priorities
Oversee all deliverables - such as executive reports and presentations - for the CEO, Board of Directors, and Management Committee, with a focus on clarity, precision, and strategic insight
Develop comprehensive documents, frameworks, and both qualitative and quantitative analyses to address and resolve critical business challenges
Act as the primary architect and liaison for cross-functional initiatives spanning Human Capital, Finance, Real Estate, Conferences, and other strategic areas
Drive execution of special projects aligned with CEO priorities, often under tight timelines and with high visibility
Advance the Office of the CEO’s effectiveness by leading high-impact process enhancements that drive operational excellence