VP Business Design and Solutions

Job Overview LPL Financial is seeking a VP to join our Business Design & Solutioning team. This role is the business‑accountable voice of the client, designed for someone who thrives in ambiguity, can deconstruct complex and often undefined problems, identify root‑cause issues, and design the intended client and advisor experience before translating it into executable business solutions. You will lead design and solution‑oriented efforts tied to institutions, strategic partnerships, M&A transactions, and onboarding of new wealth management firms—identifying experiential, operational, and platform gaps as firms adopt LPL’s technology and service model. Success in this role requires a deep understanding of wealth management workflows, including advisory platforms, investment products, financial planning, proposal generation, and regulatory considerations, enabling you to navigate complexity and design solutions that are both practical and scalable. Responsibilities Ambiguous Problem Solving / Business Architecture: Break down complex, ill‑defined problems into clear hypotheses, decision points, and actionable solution paths—creating structure where none exists. Define both near‑term approaches and long‑term scalable solutions in partnership with key stakeholders. Proactive Ownership & Bias to Action: Does not wait for direction or defined ownership. Identifies obstacles, gaps, and risks early, takes accountability to drive resolution, and mobilizes the right stakeholders to move work forward. Demonstrates consistent initiative by turning undefined problems into actionable plans without prompting. Client & Advisor Experience Design (Voice of the Client): Diagnose workflow and experience friction across advisor, staff, and end‑client journeys. Design future‑state experiences that are intuitive, compliant, and operationally viable, while advocating for outcomes that improve adoption and satisfaction. Due Diligence & Integration (M&A / Strategic Partnerships): Lead discovery and diligence efforts to evaluate capabilities, workflows, and operating models. Translate findings into clear problem statements, solution options, and execution pathways required to successfully onboard and integrate new firms. Cross‑Functional Orchestration: Drive alignment across business units with competing priorities. Establish clarity on decisions, dependencies, and ownership; hold stakeholders accountable and maintain momentum across complex, multi‑team initiatives. Business Requirements & Solution Definition: Develop detailed, high‑quality business requirements and workflow definitions that enable product and technology teams to build, integrate, and operationalize solutions across LPL and partner ecosystems. Strategic Assessment & Operating Model Design: Formulate strategic assessments and define operating models for new business lines, affiliation structures, and client solutions—ensuring alignment to both client needs and firm objectives. Executive‑Ready Communication: Prepare clear, defensible materials for SVP+, C‑Suite, and Board audiences, articulating trade‑offs, risks, and recommended paths forward with precision and credibility. Leadership Engagement & Influence: Engage senior leaders to gain alignment and drive decision‑making. Leverage a strong understanding of business objectives, incentives, and constraints to move stakeholders from analysis to action. Requirements 10+ years of experience in wealth management, wealth management consulting, transformation, or related roles within financial services. 10+ years of experience driving business efficiency, operating model design, and solution development across complex environments. 10+ years of experience presenting to senior leadership and developing executive‑ready materials. Demonstrated experience leading large‑scale change, integrations, or complex business transformations. Microsoft Office skills (PowerPoint and Excel). Core Competencies Thrives in ambiguity and consistently creates clarity, direction, and momentum without relying on structured guidance. Acts as the business accountable, balancing client advocacy with firm priorities. Demonstrates a strong ownership mindset, proactively identifying and solving problems rather than waiting for direction. Brings deep understanding of advisor and client workflows across the wealth management ecosystem. Effectively influences across functions, breaking down silos and driving alignment across diverse stakeholder groups. Focuses on durable, scalable solutions versus short‑term fixes. Proven experience in strategy development and implementation within wealth management and/or financial technology sectors. Strong ability to design and optimize customer journeys and workflows. Excellent ability to communicate high‑level strategy and break down business models into core components. Strong analytical, problem‑solving, and stakeholder engagement skills. Preferences MBA preferred. FINRA licenses and/or industry designations preferred. Pay Range $149,762.00 - $249,569.00 Benefits Competitive total rewards package including 401K matching, health benefits, employee stock options, paid time off, and volunteer time off. 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 roughly 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring advisors and institutions can choose the business model, services, and technology resources that best fit their needs. EEO Statement Principals only. EOE. #J-18808-Ljbffr LPL Financial