AVP, Strategy Activation

Job Overview The Assistant Vice President, Strategy Activation, will translate LPL Financial’s strategic vision for advisor affiliations into actionable initiatives and ensure successful execution across the organization. This role drives the implementation of key strategic projects, monitors performance, and fosters cross‑functional collaboration to achieve desired business outcomes. Responsibilities Lead and manage the execution of strategic initiatives from inception to completion, working closely with various business units and stakeholders. Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics. Monitor and report on the progress of strategic initiatives, identifying potential risks and roadblocks, and developing mitigation strategies. Facilitate cross‑functional working groups and steering committees to ensure alignment and effective communication throughout the strategy activation process. Partner with senior leadership to define and refine strategic priorities, ensuring they are clearly articulated and understood across the organization. Develop and implement change management strategies to ensure smooth adoption of new processes, systems, and organizational structures resulting from strategic initiatives. Conduct post‑implementation reviews and analyses to evaluate the effectiveness of activated strategies and identify areas for continuous improvement. Prepare and deliver compelling presentations to senior leadership and other stakeholders on strategy progress, challenges, and outcomes. Stay abreast of industry trends, competitive landscape, and emerging technologies to inform strategic planning and activation efforts. Contribute to the development of frameworks, tools, and best practices for effective strategy activation within LPL Financial. Requirements 5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination. Project management skills, including building executable plans, tracking milestones, and managing dependencies. Core Competencies Excellent written and verbal communication skills, with the ability to produce clear, concise, leadership‑ready materials (PowerPoint, executive summaries). High attention to detail with strong follow‑through, organization, and the ability to manage multiple workstreams concurrently. Preferences Experience in financial services and familiarity with advisor affiliation models, operations, or cross‑functional execution. Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions. Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling is a plus). Pay Range $114,124.00 - $190,138.00 Benefits We offer a highly competitive Total Rewards package including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EEO Statement Principals only. EOE. #J-18808-Ljbffr