VP, Office of the CEO

Job Overview

LPL Financial is seeking a strategic, results-driven Vice President to join the Office of the CEO. The ideal candidate will bring a strong blend of strategic rigor, executive presence, and operational excellence. You will play a key role in shaping and executing strategic priorities, while overseeing the day-to-day operations and effectiveness of the Office of the CEO. This position requires a proactive, adaptable leader who thrives in a fast-paced, dynamic environment. This is a unique opportunity to contribute meaningfully to executive decision-making and organizational success.

Responsibilities

• Lead the design and execution of all operational processes within the Office of the CEO to ensure alignment with strategic priorities
• Oversee the daily operations of the Office of the CEO, ensuring operational excellence, cross-functional coordination, and timely execution
• Partner with the Chief of Staff to shape and execute strategies that align with the CEO’s vision and priorities
• Oversee all deliverables – such as executive reports and presentations – for the CEO, Board of Directors, and Management Committee, with a focus on clarity, precision, and strategic insight
• Develop comprehensive documents, frameworks, and both qualitative and quantitative analyses to address and resolve critical business challenges
• Act as the primary architect and liaison for cross-functional initiatives spanning Human Capital, Finance, Real Estate, Conferences, and other strategic areas
• Drive execution of special projects aligned with CEO priorities, often under tight timelines and with high visibility
• Advance the Office of the CEO’s effectiveness by leading high-impact process enhancements that drive operational excellence

Requirements

Core Competencies

Pay Range

$138,800-$231,400 / year

Company Overview

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

Join LPL Financial : Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker‑dealer, we offer an integrated platform of cutting‑edge technology, brokerage, and investment advisor services.

Why LPL?

Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575‑6947.

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