LPL Financial · 18 hours ago
VPII, Chief of Staff
Fort Mill/Charlotte
Full-time
Onsite
Director/Executive
$145K/yr - $242K/yr
10+ years expLPL Financial is a leader in the financial advisor-mediated marketplace, empowering professionals to shape their success. The Vice President – Chief of Staff will lead support functions for the Chief Risk Officer and Head of Business Operations, driving strategic planning and cross-functional initiatives.
FinanceFinancial Services
Responsibilities
Lead the Business Management Support team as a key leverage point for the Managing Director and executive leadership, serving as a thought partner and central connection across the leadership team and key external partnerships
Drive team operational rhythms and business management, including leadership meetings, town halls, planning routines, and tracking of projects and initiatives to ensure alignment and execution
Coordinate and drive execution of cross-functional initiatives, while leading and accelerating key change efforts across the organization
Partner with leadership to deliver, monitor and communicate progress against goals
Drive employee interaction and engagement efforts, including employee communications
Drive alignment by managing employee town halls and leadership meetings
Hire, train and lead a high-performing team in a dynamic environment
Serve as a thought partner and program manager to drive key change efforts
Manage executive and Board level reporting preparation processes
Track and analyze team budget / expense management
Qualification
Required
BA/BS degree in Finance, Business Management or related field
10+ years relevant experience in financial services
Strategic thinker, communicate effectively, drives change, is highly motivated and thrives in a changing environment
A proven history of building and maintaining excellent relationships and partnering with executives at all levels to help drive change
Program and project management acumen and experience driving far-reaching high-impact initiatives
Leadership: Demonstrates the ability to lead and influence others
Decision-Making: Ability to make informed timely decisions
Problem-Solving: Strong analytical and problem-solving skills
Strategic Thinking: Ability to translate executive vision into actionable strategies
Communication: Exceptional written and verbal communication skills
Adaptability: Ability to adapt to changing priorities and work effectively under pressure in a fast-paced environment
Collaborative Leadership: Works well with leaders and fosters a collaborative culture
Stakeholder Engagement: Build and maintain strong relationships with key stakeholders
Preferred
Consulting and/or operations expertise preferred
MBA Preferred
5+ years of previous experience in Chief of Staff or similar Business Management role
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
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase