SVP, Strategic Pricing & Analytics

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Our innovative, entrepreneurial, high-performing team is seeking a Senior Vice President, Strategic Pricing & Analytics, responsible for shaping the forward-looking pricing strategy of the firm, analyzing how LPL makes money and providing recommendations on how LPL can optimize its pricing models. As a highly visible role in the organization, the most qualified candidate will have demonstrated experience successfully pairing business strategy and analytics skills with relationship and presentation skills. We are seeking an established leader who can demonstrate an understanding of the financial services industry and is prepared to articulate and support a perspective on how this industry may evolve.

Responsibilities:

• Empower and develop a team of pricing strategists that turns industry, competitive, and trend intelligence into tangible value for the organization.

• Lead and manage strategic pricing team, analyzing how LPL makes money and provide recommendations on how LPL can optimize its pricing models.

• Drive the development of the 1, 3-, and 5-year pricing strategy, including periodic and annual formal reviews.

• Explore trends that impact advisors and investors - anticipate how they may change our industry and how we develop pricing strategies to meet these changes.

• Drive the execution of our pricing strategy through the creation of roadmaps for implementation.

• Frame, simplify and communicate the most complex pricing challenges / strategies facing the firm and empower the firm's leadership to make decisions at the Management Committee, C-suite and pricing committee level.

• Manage and nurture team to create leading strategy talent.

• Be an ambassador for LPL, building relationships with external business partners in order to accelerate opportunities.

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:

• An understanding of the independent wealth management industry, with a proficiency in the RIA and independent broker-dealer marketplaces. Bachelor’s degree. MBA or relevant graduate degree preferred.

• Strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.

• A background in strategic pricing, corporate finance, corporate strategy, and/or management consulting, with expertise in the financial services industry a plus.

• Awareness and insights of industry dynamics, including traditional financial services firms and fintech players.

• Proven experience managing, leading and motivating teams. The ideal candidate will have experience developing emerging leaders and transferring personal expertise to the team to create leverage in highly specialized areas.

Pay Range:

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(6) , 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 www.lpl.com.

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 www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 (855) 575-6947.

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