Corporate Strategy

LPL Financial

. Lead enterprise strategy initiatives addressing corporate growth, competitive positioning, advisor and end-client value propositions, operating model evolution, AI-enabled transformation, pricing strategy, M&A strategy, and adjacent market expansion .

Posted 9/15/2026full-timeCalifornia • United StatesLead💰 $178,293 - $297,155 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading complex strategy initiatives, financial modeling, and market analysis within the financial services sector. Capable of developing executive-level strategic narratives and recommendations that align with corporate growth and transformation objectives.

Highest-signal resume keywords

Strategic Project LeadershipFinancial ModelingMarket SizingWealth Management ExperienceM&A Strategy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBusiness Case DevelopmentScenario AnalysisStrategic Option DevelopmentRisk AssessmentAI-Enabled TransformationPricing StrategyOperating Model RedesignExecutive-Level SynthesisCorporate Strategy Development

Soft Skills

CoachingCollaborationCommunication

Certifications & Qualifications

MBA

Industry Keywords

Wealth ManagementCorporate DevelopmentFinancial ServicesConsultingBrokerageAsset ManagementBankingFintechInsurance

About the role

Key responsibilities & impact

Lead enterprise strategy initiatives addressing corporate growth, competitive positioning, advisor and end-client value propositions, operating model evolution, AI-enabled transformation, pricing strategy, M&A strategy, and adjacent market expansion
Frame ambiguous strategic questions and develop fact-based recommendations for senior executives, Management Committee members, and Board-level discussions
Create executive-ready strategic narratives and materials that simplify complexity and clarify tradeoffs
Partner with business lines, Finance, Technology, Product, Legal, Risk, Transformation, Corporate Development, and senior stakeholders
Monitor the wealth management landscape, advisor and end-client needs, new entrants, AI-driven disruption, monetization models, and competitor moves
Lead market sizing, financial modeling, scenario analysis, strategic option development, and risk assessment
Contribute to Board, Management Committee, and senior leadership materials, annual strategy sessions, strategic updates, and decision-oriented pre-reads
Lead project teams, coach analysts and managers, and develop Corporate Strategy talent
Convert strategic recommendations into roadmaps, governance models, operating rhythms, success metrics, and implementation plans

Requirements

What you’ll need

Bachelor’s degree in business, economics, finance, strategy, engineering, liberal arts, or a related field
10+ years of professional experience in strategy consulting, corporate strategy, business strategy, corporate development, strategic finance, or a comparable strategy-oriented role
Significant experience at a top-tier management consulting firm or equivalent environment, comparable to Senior Manager, Engagement Manager, Principal, Associate Partner, or early Junior Partner level
Ability to lead complex strategy projects from problem definition through recommendation and executive alignment
Strong financial and analytical capabilities, including business case development, market sizing, scenario analysis, and executive-level synthesis
MBA or advanced degree from a top-tier program preferred
Experience in wealth management, brokerage, asset management, banking, fintech, insurance, or another financial services sector preferred
Experience with pricing strategy, M&A strategy, platform strategy, AI or digital transformation, operating model redesign, or advisor/client experience strategy preferred
Experience preparing materials for C-suite, Management Committee, Board of Directors, or investor-facing discussions preferred
Ability to develop strategies connecting external market shifts to internal business model implications preferred
Experience operating in both consulting and corporate environments preferred

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
LPL Total Rewards package designed to support success at work, at home, and at play