AVP, Advisory Strategy

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Advisory Programs team within LPL’s Wealth Management Group is responsible for shaping and advancing the firm’s advisory strategy across platforms, capabilities, and advisor experiences. As the firm continues to evolve its advisory and wealth management strategy, there is a growing need for dedicated enterprise strategy formation to ensure strategy consistently translates into decision‑ready, capital‑backed execution.

The Assistant Vice President, Advisory Strategy will serve as a senior strategy leader focused on business case development, strategic planning, and enterprise advisory decision support. This role provides the analytical depth, economics, and strategic synthesis required to help translate enterprise advisory priorities into fundable, sequenced multi-year plans. The AVP partners closely with enterprise advisory strategy leadership and Wealth Management stakeholders to align assumptions, sharpen recommendations, and develop decision-ready materials for executive review. This role focuses on strategy formation, business case development, and long-range planning—not product development, project management, or execution delivery.

Responsibilities:

• Drive enterprise advisory strategy formation outputs by synthesizing inputs across teams (Client-Centric Capabilities, PC&A / Model Management, Tax, Platform Strategy) into clear, actionable recommendations aligned to Wealth Management priorities.
• Develop and maintain multi-year strategic plans and roadmap sequencing that connect near-term initiatives to long-term enterprise priorities and investment decisions.
• Lead business case development and targeted strategy deep dives for major advisory initiatives, producing decision-ready materials for executive review and funding forums.
• Develop enterprise advisory economic and financial models to assess impact, scale, ROI, and trade-offs across strategic options and support capital allocation decisions.
• Synthesize industry, advisor, and client insights to inform strategic assumptions, priorities, and recommendations.
• Partner with cross-functional stakeholders and incorporate platform enablement dependencies (e.g., trading, infrastructure capabilities) as critical inputs to advisory strategy and sequencing.
• Package strategy into clear, decision-ready materials and strengthen strategy development processes, ensuring consistent, high-quality outputs for executive alignment, prioritization, and funding readiness.

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 improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 5+ years of experience supporting complex, cross-functional strategy initiatives within wealth management, advisory, financial services, consulting, or related environments, with exposure to advisory platforms.

• 5+ years of experience developing executive-ready business cases, investment materials, or strategic recommendations, with the ability to prioritize across multiple initiatives and contribute to sequenced multi-year planning.
• Bachelor’s degree or equivalent years’ experience.

Core Competencies:

• Strategic Thinking: Ability to translate firm vision into actionable strategy, balancing near‑term execution with future opportunities and enterprise impact.
• Industry & Advisory Platform Acumen: Demonstrates knowledge of the wealth management and advisory industry and uses an external point of view (trends, competitive landscape, advisor needs) to inform strategic assumptions and recommendations.
• Judgment & Problem Solving: Applies experience, analysis, and diverse perspectives to clarify complex problems and make well‑reasoned decisions.
• Operational Excellence: Designs structured approaches to strategy work, anticipates risks, and stages analysis and planning with appropriate rigor.
• Analytical Capability: Leverages data-driven insights to shape strategic narratives, supported by rigorous economic and financial modeling (ROI, scenario analysis, sensitivity testing) to quantify value, evaluate trade-offs, and support investment decisions.
• Executive Communication: Strong written and verbal communication skills; able to present complex strategy clearly to senior leadership.
• Influence & Collaboration: Builds alignment across teams and functions through credibility, clarity, and partnership rather than formal authority.
• Leadership Mindset: Demonstrates ownership, sound judgment, resilience, and integrity, and contributes positively to team culture and collaboration.

Preferences:

• Prior advisor-facing, client-facing, or consulting experience preferred.

• MBA or advanced degree preferred.

#LI-PA

 

Pay Range:

$129,368.00 - $215,682.00

 

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

 

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. 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.

EAC 5.19.26