LPL Financial · 1 day ago
VP, W2 Business Line Strategy Lead
New York, United States
Full-time
Onsite
Mid, Senior Level
$145K/yr - $241K/yr
7+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., and they are seeking a VP, W2 Business Line Strategy Lead to join their Strategy and Growth team. This role involves enhancing the client experience for advisors and institutions, developing business models, and supporting growth initiatives within the employee advisor channel.
FinanceFinancial Services
Responsibilities
Help create and support multi-year growth plan for our Independent employee channel
Lead work surrounding our major change initiatives of model experience, profitability and growth while weighing potential shifts to the positioning and value prop of the offering
Work with corporate finance department to help budget, measure and track offering financials / P&L
Work with our key stakeholders across HR, corporate real estate and operations to build out the 'employee platform' for our growing employee advisor population
Build out various operations and procedures to support and scale the W-2 platform
Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model
Continually work with partners to expand our addressable market inside and outside of LPL
Qualification
Required
7+ years of experience in the advisor mediated wealth management space and a desire to be part of an entrepreneurial team
7+ years of experience managing projects within a cross functional organization
Preferred
Strategic thinker, with the ability to delineate between root problems and symptoms
Strong presentation skills, including the ability to craft concise presentations for senior audiences
A self-starter that is comfortable working in a fast pace environment with ranging areas of focus
Awareness of and insights surrounding industry dynamics
Strong interpersonal skills, including the ability to 'manage without authority' and get buy-in from partners in adjacent departments
High financial acumen, financial modeling expertise is a plus
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
2026-01-13
2026-01-12
Company data provided by crunchbase