VPII, Corporate Strategy Lead
LPL Financial
- Location
- San Diego
- Work model
- On-Site
- Level
- Senior
- Posted
- Sep 15, 2026
About this role
Lead with Purpose, Unlock Your Team’s Passion At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today. LPL Financial is seeking a high-performing VPII, Corporate Strategy to join the Corporate Strategy team. This role will report to the SVP, Head of Corporate Strategy & Pricing and will help shape the firm’s long-term strategic agenda, translate complex market and business dynamics into executive-ready recommendations, and lead high-priority initiatives that materially impact LPL’s growth, competitive positioning, operating model, and enterprise value. The ideal candidate will bring the structured problem-solving, analytical rigor, executive communication, and project leadership skills typically developed at a top-tier management consulting firm, with experience comparable to a Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level. This individual should be senior enough to independently lead complex strategy workstreams and influence executives, while still operating as a hands-on strategy leader who can personally structure problems, develop analyses, build narratives, and coach junior team members.
Responsibilities
Lead enterprise strategy initiatives: Own and drive strategic projects that address LPL’s most important opportunities and risks, including corporate growth, competitive positioning, advisor and end-client value propositions, operating model evolution, AI-enabled transformation, pricing strategy, M&A strategy, and adjacent market expansion. Shape executive decision-making: Frame ambiguous strategic questions, develop fact-based recommendations, and translate complex analysis into clear, practical options for senior executives, Management Committee members, and Board-level discussions. Build strategic narratives: Create compelling storylines and executive-ready materials that simplify complexity, clarify tradeoffs, and help leaders align on strategy, investment priorities, and execution paths. Drive cross-functional alignment: Partner with business lines, Finance, Technology, Product, Legal, Risk, Transformation, Corporate Development, and other senior stakeholders to ensure strategic recommendations are grounded in business realities and connected to execution. Advance competitive and market intelligence: Monitor the evolving wealth management landscape, advisor and end-client needs, new entrants, AI-driven disruption, monetization models, and competitor moves to identify implications for LPL’s strategy. Develop strategic options and business cases: Lead market sizing, financial modeling, scenario analysis, strategic option development, and risk assessment to support major enterprise decisions. Support Board and executive strategy sessions: Contribute to the development of Board, Management Committee, and senior leadership materials, including annual strategy sessions, strategic updates, and decision-oriented pre-reads. Manage and develop strategy talent: Lead project teams, coach analysts and managers, raise the quality of problem-solving and communication, and help build Corporate Strategy as a talent feeder for broader leadership roles across LPL. Translate strategy into execution: Work with partners across the firm to convert strategic recommendations into roadmaps, governance models, operating rhythms, success metrics, and implementation plans. What are we looking for? 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