Financial Planning Strategist

1 day ago


San Diego, California, United States LPL Financial Full time

We are seeking a skilled Financial Planning Strategist to join our team at LPL Financial. This is an exciting opportunity for someone who thrives in a fast-paced environment and has experience building financial models.

Job Overview:

The Strategic Planning & Investments team within FP&A leads the firm Investment Committee and serves as the connection point between strategy, product, and finance. As a key member of this team, you will support prioritization and optimization of LPL's technology portfolio and strategic investments over a multi-year arc.

Responsibilities:
  1. Develop and maintain financial models that underpin the monthly Investment Committee process to allocate investment capital and maximize return on investment
  2. Partner with FP&A and cross-functional teams to create executive-level business cases and investment proposals, help define measures of success, and quantify trade-offs
  3. Lead cross-functional working groups across the organization to develop robust business cases aligned to firm strategy
  4. Collaborate with corporate strategy and product leadership to develop a 3-year executive level roadmap
  5. Design methodology to size up funding pools for new investment and reallocation/ reprioritization efforts
  6. Support development of firm-wide corporate goals and OKRs that cascade throughout the organization
  7. Contribute to Board level presentations that speak to investment allocation methodology and company performance

LPL Financial offers a highly competitive compensation package, including an estimated salary range of $137,000 - $228,300. Our Total Rewards package is 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.

About LPL Financial:

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 a work environment that encourages 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 take care of our advisors, so they can take care of their clients. At LPL Financial, we are committed to supporting workplace equality and creating an environment in which you can do your best work. Join us and make a difference by turning life's aspirations into financial realities.



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