LPL Financial · 3 hours ago
VP, Strategy
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$141K/yr - $235K/yr
7+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to help clients pursue their financial goals. The VP, Strategy will play a key role in differentiating LPL and collaborating with strategists to uncover innovative ways to increase enterprise value.
FinanceFinancial Services
Responsibilities
Identify major threats and opportunities for LPL
Lead initiatives that will have a material impact to LPL
Collaborate with senior leaders across LPL
Be responsible for the backlog of strategic initiatives
Take a data-driven approach to uncovering value pools
Establish processes for the rest of the team to adopt
Interact with customers to receive feedback and uncover insights
Be a key team member in the team responsible for defining LPL’s long-term strategy
Be an ambassador for LPL, building relationships with external business partners in order to accelerate opportunities
Qualification
Required
Bachelor's degree in Business, Strategy, Engineering, the Liberal Arts or similar
7+ years of experience in either corporate strategy or strategy consulting in areas that include: corporate strategy, innovation and new ventures, product strategy & development
7+ years of experience in the financial service industry
7+ years of experience developing strategic narratives & positionings
Preferred
Master of Business Administration (MBA) degree
Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
Exceptional presentation skills & ability to build a story narrative
Ability to take complex topics and make them easy to understand
Experience with merging human-centered design and corporate strategy
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.
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
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Investor's Business Daily
2025-12-11
Company data provided by crunchbase