LPL Financial

AVP, Strategy Activation

$114KFull-time · Boston
✓ Verified live on the employer's own system · added 24 days ago
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Mid-level · 5+ yrs exp

Requirements

Experience: 5+ years

Skills & tools

Process ImprovementOperationsProject ManagementCommunicationsTeam LeadershipMS OfficeExcel
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Full job description

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

- 5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination - Project management skills, including building executable plans, tracking milestones, and managing dependencies.

Core Competencies:

- Excellent written and verbal communication skills, including ability to produce clear, concise, leadership-ready materials (PowerPoint, executive summaries). - High attention to detail with strong follow-through, organization, and ability to manage multiple workstreams concurrently.

Preferences:

- Experience in financial services and familiarity with advisor affiliation models, operations, or cross-functional execution. - Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions. - Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling a plus).

Pay Range: $114,124.00 - $190,138.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Your recruiter will be happy to discuss all that LPL has to offer!

Company
Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com .

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only.

EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26

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This posting was published by LPL Financial on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.