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AVP, Strategic Initiatives

Company

LPL Financial

Location

New York, New York

Posted

July 08, 2026

Position Overview

Job Overview:

The LPL Strategic Initiatives team is seeking an AVP with a strong background in both strategy and project management to help LPL solve complex challenges and become the best firm in wealth management. As a trusted team member, you will analyze data to help develop strategic recommendations, lead cross-functional working groups to drive outcomes on key strategic initiatives, and act as a project manager across multiple workstreams to ensure that projects are advancing on schedule.

The ideal candidate for this role has a combination of business acumen, wealth management experience, an entrepreneurial mindset, and project management experience to assist with the development and delivery of our strategy. A background in corporate strategy or consulting is a plus.

Responsibilities:

  • Support strategic initiatives that promote address key opportunities LPL is facing, including initiatives focused on improving the advisor e...
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