Lead and manage the execution of strategic initiatives from inception to completion, working closely with various business units and stakeholders.
Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics.
Monitor and report on the progress of strategic initiatives, identifying potential risks and roadblocks, and developing mitigation strategies.
Facilitate cross-functional working groups and steering committees to ensure alignment and effective communication throughout the strategy activation process.
Partner with senior leadership to define and refine strategic priorities, ensuring they are clearly articulated and understood across the organization.
Develop and implement change management strategies to ensure smooth adoption of new processes, systems, and organizational structures resulting from strategic initiatives.
Conduct post-implementation reviews and analyses to evaluate the effectiveness of activated strategies and identify areas for continuous improvement.
Prepare and deliver compelling presentations to senior leadership and other stakeholders on strategy progress, challenges, and outcomes.
Stay abreast of industry trends, competitive landscape, and emerging technologies to inform strategic planning and activation efforts.
Contribute to the development of frameworks, tools, and best practices for effective strategy activation within LPL Financial.

5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination.
Project management skills, including building executable plans, tracking milestones, and managing dependencies.
Excellent written and verbal communication skills, including ability to produce clear, concise, leadership-ready materials (PowerPoint, executive summaries).
High attention to detail with strong follow-through, organization, and ability to manage multiple workstreams concurrently.
Experience in financial services and familiarity with advisor affiliation models, operations, or cross-functional execution.
Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions.
Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling a plus).

AVP, Strategy Activation

Key skills