VPII, Corporate Strategy Lead
Core
Lead enterprise strategy initiatives, shape executive decision-making, and translate complex market dynamics into actionable recommendations for LPL Financial's growth and competitive positioning.
Role type
Senior IC corporate strategy lead (strategy consulting background)
Builds
Corporate growth strategies, operating models, M&A cases, AI-enabled transformation plans, and executive-ready strategic narratives
Domain
Financial services / Wealth management / Corporate Strategy
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic problem solving, Executive communication, Business judgment, Analytical rigor, Stakeholder influence, Team leadership, Execution orientation, Enterprise mindset
Preferred skills
MBA from top-tier program, Wealth management sector experience, Pricing/M&A/AI strategy experience, C-suite/Board presentation experience
Technologies
N/A
Responsibilities
Lead enterprise strategy initiatives covering growth, competitive positioning, and operating model evolution; Shape executive decision-making by framing ambiguous questions and developing fact-based recommendations; Build strategic narratives and executive-ready materials; Drive cross-functional alignment with business lines, Finance, and Technology; Advance competitive and market intelligence in wealth management; Develop strategic options and business cases with financial modeling; Support Board and executive strategy sessions; Manage and develop strategy talent; Translate strategy into execution roadmaps and governance models
Seniority
Senior, hands-on IC with mentorship responsibilities
