Strategic Planning Expert

3 days ago


San Diego, California, United States LPL Financial Full time
Job Summary

We are seeking an experienced Strategic Planning Expert to join our team. The ideal candidate will have a strong background in finance and strategy, with excellent communication skills.

About the Role

The Vice President, Strategic Planning & Investments is a highly visible role that includes frequent interaction with firm leadership. You will support prioritization and optimization of LPL's technology portfolio and strategic investments over a multi-year arc.

Responsibilities
  • Investment Committee Support

You will prepare presentations and develop frameworks that underpin the monthly Investment Committee process to allocate investment capital and maximize return on investment.

Cross-Functional Collaboration

Partner within FP&A and cross functionally to create executive-level business cases and investment proposals, help define measures of success, and quantify trade-offs.

Business Case Development

Lead cross-functional working groups across the organization that support the development of robust business cases aligned to firm strategy.

Strategic Roadmap Development

Partner with corporate strategy and product leadership in the development of a 3-year executive level roadmap.

Funding Pool Management

Develop methodology to size up funding pools for new investment and reallocation/ reprioritization efforts.

Corporate Goals and OKRs

Support development of firm-wide corporate goals and OKRs that cascade throughout the organization.

Board Presentations

Support development of Board level presentations that speak to investment allocation methodology and company performance.

Requirements
  • Bachelor's degree in finance, business, economics (or a related discipline).
  • 7+ years of experience, with 5+ in financial services strategy, consulting, product management, or banking.
  • Reside in or open to relocate to San Diego, CA or Charlotte, NC metro area.
Preferred Qualifications
  • MBA degree.
  • Robust understanding of the wealth management space and related technology platforms.
  • Prior experience in consulting/corporate strategy supporting a financial services organization.
Salary Range

$137,000 - $228,300 per annum, based on factors such as prior experience, education, location, and demonstrated performance.

What We Offer

LPL Financial offers a comprehensive benefits package, including health insurance, 401(k) matching, employee stock options, paid time off, volunteer time off, and more. Our Total Rewards program is designed to support your success at work, at home, and at play.



  • San Diego, California, United States Booz Allen Hamilton Full time

    At Booz Allen Hamilton, we're seeking a Strategic Pricing Expert to join our team. This exciting opportunity will allow you to utilize your expertise in federal pricing to drive business growth and success.Job OverviewWe're looking for a highly skilled individual with experience in pricing strategies, structures, tools, and communications. As a Strategic...


  • San Diego, California, United States THOR Solutions, LLC Full time

    Job OverviewTHOR Solutions, LLC is seeking a highly skilled Strategic Planning Coordinator to join our team in San Diego, CA. This role involves providing critical support to the Naval Information Warfare Center (NIWC) Pacific Strategic Team.Key ResponsibilitiesResearch and Analysis: Conduct thorough research on emerging trends and strategic topics,...


  • San Jose, California, United States Renesas Electronics Full time

    Renesas Electronics is a leading embedded semiconductor solution provider driven by its Purpose 'To Make Our Lives Easier.' We have evolved to provide scalable and comprehensive semiconductor solutions for automotive, industrial, infrastructure, and IoT industries based on the broadest product portfolio.Job SummaryWe are seeking an experienced Principal...


  • San Diego, California, United States FGS Full time

    About This OpportunityAt FGS, LLC, we are seeking a highly skilled Strategic Acquisition Expert to join our team in La Plata, MD.Job SummaryThis is a full-time position that requires US Citizenship and offers a salary of $140,000 - $160,000 per year. The ideal candidate will have at least 10 years of experience performing acquisition tasks for programs and...


  • San Diego, California, United States Vets Hired Full time

    About the RoleVets Hired is seeking a skilled Medicaid Strategic Plan Manager to join our team. In this role, you will identify Medicaid agency contacts and policy change processes for target states, as outlined in the Medicaid Strategic Plan.You will partner with our sales team to identify state-specific key opinion leaders (KOLs) in support of policy...


  • San Diego, California, United States BASILE INC Full time

    About the RoleWe are searching for a highly skilled Estimation and Planning Expert to join our team at Basile Studio. As an Estimation and Planning Expert, you will play a critical role in ensuring that our fabrication projects are delivered on time and within budget.You will analyze project specifications, estimate costs, and identify opportunities for cost...


  • San Diego, California, United States Inficare Full time

    **About the Role:**We are seeking a Technical Planning Expert to join our team at Inficare. As a Technical Planning Expert, you will be responsible for performing technical planning, system integration, verification, and validation of complex systems.**Responsibilities:**Perform technical planning, system integration, verification, and validation of complex...


  • San Diego, California, United States RICK ENGINEERING COMPANY Full time

    About the PositionWe are looking for a talented Site Planning Expert to join our team in San Diego, CA. As an Associate Engineering Designer, you will have the opportunity to work on exciting projects and develop your skills in civil engineering design.Responsibilities:Develop site plans and subdivision designsEvaluate project feasibility and identify...


  • San Francisco, California, United States HSBC Full time

    About the RoleAt HSBC, we're committed to helping our clients achieve their financial goals. As a Senior Wealth Planner, you'll play a key role in providing expert advice and guidance to high and ultra-high net worth individuals and families.Key ResponsibilitiesClient Relationship Building: Develop strong relationships with clients and their families,...


  • San Diego, California, United States JST Full time

    Job SummaryWe are seeking an experienced Senior Procurement Analyst to join our team in San Diego, California. This is a full-time onsite position with potential hybrid/remote work at Defense Health Agency (DHA) offices.The ideal candidate will have extensive knowledge of direct federal procurement in GS-1102 capacity and Department of Defense (DoD)...


  • San Francisco, California, United States StockX Full time

    Role OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our Finance team at StockX. This role will play a crucial part in driving business decisions and strategic initiatives in a fast-paced environment.


  • San Diego, California, United States Strategic Employment Full time

    Job Title: Legal Assistant ExpertLocation: San Diego, CAAbout the Role:This is an exciting opportunity for a skilled Legal Assistant to join our team at a reputable law firm in San Diego. As a key member of our litigation support team, you will be responsible for providing administrative assistance to our attorneys and supporting the smooth operation of our...


  • San Diego, California, United States The San Diego Museum of Art Full time

    The San Diego Museum of Art is seeking a skilled Strategic Philanthropy Manager to join our Development and Membership team.Job SummaryWe are looking for a highly motivated and experienced professional to manage the Museum's Sorolla Legacy Society members. The primary focus of this position is to implement a planned giving and endowment program that fosters...


  • San Jose, California, United States Gulfstream Strategic Placements Full time

    OSHPD Healthcare Facility Expert OpportunityLocation: San Jose, CAAbout the Job:We are seeking an experienced OSHPD Healthcare Facility Expert to join our team at Gulfstream Strategic Placements. As an HVAC Hospitals/OSHPD Assistant Project Manager, you will play a critical role in ensuring the successful delivery of healthcare facility projects.Key...


  • San Diego, California, United States Ladgov Corporation Full time

    Job Description:We are seeking a highly skilled Project Management Instructor to join our team at Ladgov Corporation. As a Project Management Instructor, you will be responsible for leading instructor-led training sessions for our clients. Your primary responsibility will be to introduce project management principles and methodologies to our clients,...


  • San Diego, California, United States EmergencyMD Full time

    **Job Overview**EmergencyMD is seeking a seasoned Senior Procurement Analyst to join our team. Located in San Diego, California, this role offers a competitive salary of $85,000 - $110,000 annually.As a key member of our procurement team, you will be responsible for all phases of acquisition management, ensuring seamless execution of our federal contracts....


  • San Jose, California, United States Inficare Full time

    Inficare is seeking a Strategic Commerce Expert for a long-term contract. The ideal candidate will have strong commerce experience and be familiar with BA(CCW/CCWR), partner knowledge/MSP exp, and possess excellent communication skills. This role involves creating documents/WLI and delivering training to both internal and external teams. A competitive salary...

  • Tax Senior

    4 weeks ago


    San Francisco, California, United States CyberCoders Full time

    As a Tax Senior at CyberCoders, you will play a key role in overseeing tax engagements from start to finish. This includes budgeting, staffing, planning, production, and final review. Our firm values work-life balance and offers a flexible work schedule along with a hybrid work structure.We are looking for a candidate with 3+ years of experience in Public...


  • San Diego, California, United States SWCA Environmental Consultants Full time

    About the Opportunity">Job Description:SWCA Environmental Consultants is seeking an entrepreneurial Principal Planning Team Lead (HR Title: Principal Planning Team Lead) to spearhead the growth and expansion of our environmental planning team in Southern California, including the Inland Empire and greater San Diego areas.This cornerstone position is perfect...


  • San Diego, California, United States Port to Port Immigration Services Inc. Full time

    Job OverviewPort to Port Immigration Services Inc. is a dynamic organization that specializes in international recruitment and immigration services.Company OverviewWe cater to primary resource industries, food processing, hospitality, agriculture, and industrial and residential construction.Key ResponsibilitiesAnalyze and provide advice on organizational...