LPL Financial · 2 months ago
SVP, Strategic Pricing & Analytics
San Diego
Full-time
Onsite
Lead/Staff
$209K/yr - $349K/yrLPL Financial is among the fastest growing wealth management firms in the U.S. They are seeking a Senior Vice President, Strategic Pricing & Analytics, responsible for shaping the pricing strategy of the firm and providing recommendations on optimizing pricing models.
FinanceFinancial Services
Responsibilities
Empower and develop a team of pricing strategists that turns industry, competitive, and trend intelligence into tangible value for the organization
Lead and manage strategic pricing team, analyzing how LPL makes money and provide recommendations on how LPL can optimize its pricing models
Drive the development of the 1, 3-, and 5-year pricing strategy, including periodic and annual formal reviews
Explore trends that impact advisors and investors - anticipate how they may change our industry and how we develop pricing strategies to meet these changes
Drive the execution of our pricing strategy through the creation of roadmaps for implementation
Frame, simplify and communicate the most complex pricing challenges / strategies facing the firm and empower the firm's leadership to make decisions at the Management Committee, C-suite and pricing committee level
Manage and nurture team to create leading strategy talent
Be an ambassador for LPL, building relationships with external business partners in order to accelerate opportunities
Qualification
Required
An understanding of the independent wealth management industry, with a proficiency in the RIA and independent broker-dealer marketplaces
Bachelor's degree
Strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus
A background in strategic pricing, corporate finance, corporate strategy, and/or management consulting, with expertise in the financial services industry a plus
Awareness and insights of industry dynamics, including traditional financial services firms and fintech players
Proven experience managing, leading and motivating teams
The ideal candidate will have experience developing emerging leaders and transferring personal expertise to the team to create leverage in highly specialized areas
Preferred
MBA or relevant graduate degree preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
Founded in 1968
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-12
Investment News
2026-01-11
2026-01-09
Company data provided by crunchbase