VP, Research

LPL Financial•Fort Mill, SC

3d•$150,792 - $251,320

About The Position

This is a unique opportunity to help build and scale a next-generation Outsourced Chief Investment Officer (OCIO) platform by establishing the operating framework, integrating new capabilities and teams, and shaping the long-term operational strategy of that platform. We are seeking a strategic and collaborative leader with deep experience building and scaling investment operations within an institutional asset management, OCIO, investment consulting, or wealth management environment. The ideal candidate is a systems thinker who enjoys solving complex operational challenges, leading cross-functional initiatives, and creating repeatable processes that enable growth. This individual should be comfortable leading organizational change, integrating teams, managing technology initiatives, and developing operational frameworks that support both current business needs and future expansion.

Requirements

Bachelor's degree in Business, Finance, Economics, or a related field.
10+ years of leadership experience within investment management, institutional consulting, OCIO, wealth management, or a related financial services environment.
Demonstrated experience designing, implementing, and improving operating models, business processes, or large-scale operational initiatives.
Experience leading cross-functional projects involving investment professionals, technology teams, operations, and external vendors.
Project management, organizational, and change management skills.
Ability to communicate cross-functionally
Leadership abilities with experience influencing senior stakeholders.
Experience developing operational metrics, process documentation, and governance frameworks.
Ability to manage multiple strategic initiatives in a fast-paced, evolving organization.

Nice To Haves

Experience within an OCIO, institutional consulting, or multi-asset investment organization.
Experience integrating acquired businesses or leading organizational transformation initiatives.
Knowledge of institutional investment workflows, portfolio management operations, trading, investment governance, and client servicing models.
Experience working with investment technology platforms such as CRM, performance reporting, or workflow automation systems.
Familiarity with continuous improvement methodologies or process optimization frameworks.
Experience partnering with quantitative research, data science, or technology teams to automate investment processes and improve operational efficiency.
MBA or other advanced degree preferred.
Professional designation such as CFA, CAIA, PMP, or Lean Six Sigma certification is a plus.

Responsibilities

Designing, implementing, and continuously improving the operating model that supports the firm's OCIO services
Lead operational strategy, process standardization, technology enablement, and business integration to ensure the OCIO Team can scale efficiently while maintaining a consistent client experience and strong governance.
Work closely with Leadership, Investment Risk, Quantitative Research, Technology, Compliance, and Operations, this role will drive operational excellence across the organization.
A key near-term priority will be integrating acquired investment teams, documenting and standardizing operating procedures, and partnering with internal and external technology providers to automate and improve investment workflows.