LPL Financial

LPL Financial

Business Management Lead

San Diego

Sponsorship not specified$73k-$122kDetected 30 days ago
Operations ManagementHRResearchLeadershipMentoringPublic SpeakingAdaptabilityMicrosoft Office

About the role

  • This is a highly visible role for someone who thrives in ambiguity, excels at operational execution, and is energized by owning outcomes.
  • 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.

Responsibilities

  • Lead business operational reporting and the design / development of dashboards that give the CPO and leadership team visibility into priorities, progress and risks
  • Partner cross-functionally to streamline administrative workflows, simplify processes, and increase operational efficiency
  • Lead and support execution of CPO initiatives (e.g., supporting the execution planning and ongoing management of an AI mentoring program)
  • Develop project-based recommendations for senior leadership
  • Create executive-facing deliverables to drive alignment, accelerate progress and support decision-making
  • Provide high-level administrative support, including calendar management, travel coordination, and expenses
  • Continuously improve how executive support is delivered through AI and automation (e.g., agentic calendar analysis)
  • And they have the freedom to manage their client relationships, because they know their clients best.
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Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of experience working in a combination of executive support, business operations or program management
  • Proficiency in Microsoft PowerPoint, with experience creating executive-level presentations
  • Proven experience owning projects and driving execution across multiple stakeholders

Compensation

  • $73,130.00 - $121,952.00
  • 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.

This listing is sourced directly from LPL Financial's careers page and normalized into a canonical job model.