LPL Financial · 3 days ago
AVP, Strategy
Boston
Full-time
Onsite
Mid Level
$118K/yr - $197K/yr
3+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The AVP role will focus on exploring innovative strategies to enhance LPL's enterprise value, collaborating with stakeholders, and driving strategic initiatives within the Corporate Strategy team.
FinanceFinancial Services
Responsibilities
Identify major threats and opportunities for LPL
Lead and support 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
3+ years of experience in either corporate strategy or strategy consulting in areas that include: corporate strategy, innovation and new ventures, product strategy & development
Preferred
Master of Business Administration (MBA) degree
Superior presentation skills & ability to build a story narrative
Ability to take complex topics and make them easy to understand
Experience of merging human-centered design with corporate strategy
Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
Robust knowledge of the financial service industry
Robust experience developing strategic narratives & positionings
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
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
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-16
GlobeNewswire
2026-01-16
Investment News
2026-01-16
Company data provided by crunchbase