Business Management Lead

Business Management Lead

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

LPL Financial is seeking a detail-oriented and highly motivated Business Management Lead to support the Office of the Chief People Officer. This role blends executive administrative support, business and operations management, and project ownership. The right individual will act as a trusted thought partner, operator, and force multiplier for the CPO. This is a highly visible role for someone who thrives in ambiguity, excels at operational execution, and is energized by owning outcomes.

Key Responsibilities

• Business & Operations Management
• Lead business operational reporting and the design/development of dashboards that give the CPO and leadership team visibility into priorities, progress and risks
• Partner cross-functionally to streamline administrative workflows, simplify processes, and increase operational efficiency

• Project & Initiative Ownership
• Lead and support execution of CPO initiatives (e.g., supporting the execution planning and ongoing management of an AI mentoring program)
• Develop project-based recommendations for senior leadership; research and fact-based proposals on project scope, plan/approach, timing, and dependencies
• Create executive-facing deliverables to drive alignment, accelerate progress and support decision-making

• Executive Administration
• Provide high-level administrative support, including calendar management, travel coordination, and expenses
• Continuously improve how executive support is delivered through AI and automation (e.g., agentic calendar analysis)
• Anticipate needs, surface risks, and proactively solution problems (e.g., calendar conflicts, opportunistic engagements while traveling)

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

• Bachelor's degree or equivalent experience
• 3+ years of experience working in a combination of executive support, business operations or program management
• Proficiency in Microsoft PowerPoint, with experience creating executive-level presentations

Core Capabilities

• AI-forward: Actively experiments with and adopts AI tools to improve productivity, insight, and workflow design
• Operator's mindset: Thinks in systems, priorities, and outcomes – not just activities
• Proven experience owning projects and driving execution across multiple stakeholders
• High comfort operating in fast-paced, ambiguous environments with senior leaders
• Executive presence: Clear, concise communicator with strong judgment and discretion
• Analytical & structured: Able to synthesize information into clear recommendations
• Self-directed and collaborative: Can operate independently while building strong cross-functional relationships
• Growth-oriented: Curious, adaptable, and energized by how this role will continue to evolve

Pay Range

$73,130.00 - $121,952.00Actual 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, 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

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

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 View phone number on click.appcast.io.