SVP, Chief of Staff

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 25,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

The SVP, Chief of Staff to CHRO acts as a strategic advisor and operational partner, primarily responsible for supporting the CHRO in executing HR initiatives, managing the HR functions’ day-to-day operations, facilitating communication across the HR team and senior leadership, and ensuring alignment with overall business objectives by overseeing strategic planning, project management, and performance metrics tracking with the HR organization. The individual must be a creative problem solver with strong business acumen who is able to bounce fluidly between minute details while staying attuned to the macro vision of the firm. The SVP, Chief of Staff’s primary responsibility will be overseeing day-to-day operations to allow the CHRO to focus on strategic priorities.

This position will be based in LPL Financial’s Fort Mill, SC office.

Responsibilities:

• Act as a trusted adviser to the CHRO and their leadership team.
• Lead CHRO-led priority projects while managing day-to-day operational issues.
• Prepare readiness materials to maximize CHROs effectiveness for every event and key meetings, particularly any board engagements.
• Act as CHRO’s extension, internally with the senior leadership team, and work collaboratively with other Chiefs of Staffs.
• Represent complex issues to various audiences and frame ideas, synthesize data and insights into executive presentations to trigger decision-making, actionable requirements, and plans.
• Create documents, frameworks, and analysis (quantitative and qualitative) to help solution critical business issues.
• Prepare executive level reports and presentations, including for the Board of Directors, and Management Committee.
• Support and drive ad-hoc special projects / analyses on behalf of the CHRO.
• Establish and maintain effective management and reporting routines that allow the CHRO to focus on top priorities and strategy.
• Work seamlessly with CHRO’s Executive Admin and the rest of the leadership team to facilitate communication, performance reviews, calendars of key events, meeting agendas and other key timelines.
  
  
  

Requirements:

• Bachelor’s degree.
• 10+ year of experience in financial services and/or technology services industry with a strong track record in prior chief of staff role, large-scale project management, corporate strategy or related type roles.
• Proven project management capabilities.
• Ability to manage multiple initiatives concurrently in a fast-paced, entrepreneurial environment.
• Highly collaborative with experience in leading and influencing teams and individuals across lines of business, functional areas and different levels of an organization; courage to hold peers and others not directly in the reporting line accountable.
• MBA preferred.
• Prior consulting and/or operations expertise preferred. Prior HR experience is preferred but not required.
  
  
  

Core Competencies:

• Detail oriented and strong analytical skills.
• Expert user of Microsoft Excel, Access and PowerPoint, including pivot tables and smart sheets.
• Expert presentation skills, both in terms of creating clear messaging and professional presentation and delivery.
• Strong intrapersonal and team building skills.
• Accessible and approachable.
• Ability to manage confidential information with strong judgement.
  
  
  

Pay Range:

$167,500.00 - $279,100.00

Actual 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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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.

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 25,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.