Executive Assistant, Corporate Strategy

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

LPL Financial is seeking a highly skilled Executive Assistant to support the Executive Vice President of Corporate Strategy and the Senior Vice Presidents within the group. This role provides comprehensive administrative and operational support for senior leadership, ensuring the team’s strategic and organizational priorities run efficiently. The Executive Assistant represents the EVP and SVPs in daily interactions, manages complex workflows, and anticipates business needs in a dynamic environment.

This position is based in our New York office with on-site expectations to support executive operations.

Responsibilities:

Executive Support

• Manage complex calendars, prioritize meetings, and coordinate daily schedules for the EVP and SVPs
• Arrange domestic travel, including itineraries, logistics, and executive briefings
• Serve as point of contact for internal and external inquiries; manage communications with professionalism and discretion
• Prepare, edit, and format executive presentations, reports, and briefing materials

Operational Coordination

• Support leadership meetings by developing agendas, distributing materials, capturing minutes, and driving follow-up actions
• Organize team events, offsites, and senior-level sessions across Corporate Strategy and partner business lines
• Coordinate cross-functional communication and assist with the execution of strategic initiatives

Administrative Management

• Process expense reports, reconcile corporate card charges, and support budget tracking
• Maintain confidential files, documents, and correspondence
• Ensure proactive planning for recurring deliverables, business reviews, executive checkpoints, travel cycles, and operating rhythms

Relationship Management

• Build strong working relationships across the enterprise, including Finance, Investor Relations, Business Strategy, and executive leadership offices
• Represent senior leadership with a high level of professionalism in interactions with internal stakeholders and external partners

This role resides within Strategy & Growth, a core organization responsible for shaping the firm’s long-term direction and driving sustainable growth across all business lines. Strategy & Growth is comprised of three primary areas that work in close partnership to define strategy, enable execution and expand the firm’s market position.

As part of the broader Strategy & Growth organization, this position plays a critical role within Corporate Strategy, the group responsible for setting long term direction, aligning enterprise priorities and advancing transformational initiatives.

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 of executive-level administrative support experience, preferably supporting EVP/SVP-level leaders
• Experience supporting complex calendars and senior-level travel arrangements

Core Competencies:

• Excellent written and verbal communication skills
• Strong proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Excel, and Word
• Strong organizational abilities with consistent attention to detail
• Ability to maintain strict confidentiality and handle sensitive information
• Proven ability to demonstrate judgment, prioritize, and adapt in a fast-paced environment

Preferences:

• Bachelor’s degree or equivalent relevant experience
• Prior experience in financial services or corporate strategy environments
• Familiarity with executive reporting cycles, board-level presentation standards, and cross-functional project coordination

Pay Range:

$34.56-$57.60/hourActual 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. 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. 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.

For further information about LPL, please visit www.lpl.com.

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 @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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