AVP, Investment Strategy and Product Innovation (San Diego)

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.

Job Overview:

The Advisory Platforms team within LPL’s Wealth Management group is responsible for delivering a highly competitive suite of managed account advisory programs. The team’s goal from an investment platform management perspective is to deliver a world class suite of investment programs to our advisors’ and investors’ while providing an appropriate return on investment for the firm.

The Assistant Vice President, Investment Strategy and Product Innovation will be responsible for leading and executing our advisory platforms investment product and strategic positioning. This position requires significant experience leading advisory solutions, strong analytical skills, the ability to manage multiple bodies of rapidly evolving work simultaneously and creatively defining and executing plans to solve highly complex problems within a vertically integrated and dynamic organization. A successful candidate will demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of communicating program strategy and direction to executive leadership.

Responsibilities:

• Develop and execute strategic initiatives to enhance market positioning and competitive advantage.

• Conduct market research and competitive analysis to identify trends, opportunities, and risks.

• Define value propositions and messaging that align with business goals and resonate with target audiences.

• Collaborate with senior leadership and cross-functional teams to ensure alignment on strategy execution.

• Create strategic frameworks for decision-making, resource allocation, and long-term business growth.

• Monitor industry dynamics and adjust positioning strategies to stay ahead of market shifts.

• Manage the LPL Advisory product shelf, including existing model portfolios, SMAs, and new options like alternative investments

• Lead managed account investment product development (tax advantaged strategies, alternative investments, structured products, HNW solutions)

• Lead efforts to enable advisors to seamlessly access and utilize client investment solution data and information to communicate achievement of investment portfolio performance and accomplishments relative to client/investor goals and objectives.

• Understand dynamics of advisor experience with LPL managed account platforms and how be to design and structure advisor-facing technology to enable a world class investment experience

• Drive thought leadership around evolving wealth technology landscape and utilization of innovative technology to enable advisors to deliver an enhanced investment solution experience

• Develop insightful presentations and reports to communicate strategy recommendations.

• Evaluate the impact of strategy initiatives through performance metrics and data driven analysis.

• Craft compelling, high-impact presentation decks that clearly articulate complex problems, strategic context, and proposed solutions using storytelling techniques to align cross-functional teams and leadership.

• Present strategic insights and solution recommendations to executive stakeholders with clarity and confidence, driving alignment and informed decision-making.

• Ideate on leads, proposing innovative, scalable approaches grounded in user needs and business goals, and facilitating workshops to foster collaboration and creativity.

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:

• 5+ years’ business experience (strategy, competitive intelligence, investment products)

• Progress towards or ambition to pursue an advanced designation

• Experience in executive level deck creation and story telling (PowerPoint)

Core Competencies :

• Ability to take a problem and identify and recruit partners in relevant areas of the firm to prioritize, and implement solutions in a timely fashion

• Ability to provide thought-leadership analysis to frame and plan enhancements to the advisory experience

• Ability to prioritize product features and guide development solutions to achieve the key short-term and long-term goals indicated in the overall platform strategy

• Ability to lead the implementation of new offerings through participation in and evaluation of prototypes and pilots

• Ability to support the planning, growth and monetization of the advisory platforms business

• Ability to track and evaluate the success and impact of new strategies

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues

• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives

• Entrepreneurial perspective, self-starter, ability to work independently

• Exceptional problem solving and critical thinking skills

• Forward thinking and innovative

• Project management / multi-tasking skills across different projects

• Results oriented and outcome based

Preferences:

• Background in financial services, investment products, strategy, or competitive intelligence

• MBA

Pay Range:

$114,225-$190,375/year
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!

Company Overview:

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 23,000 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.

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@lplfinancia