Exercise independent judgment on establishing and prioritizing operational rhythms; the sequencing and agenda of leadership team meetings, quarterly business reviews, town halls and offsites to address strategic objectives / organizational needs
Lead business operational reporting and the design / development of dashboards that give the CPO and leadership team visibility into priorities, progress and risks
Partner cross-functionally to streamline administrative workflows, simplify processes, and increase operational efficiency
Project & Initiative Ownership
Lead and support execution of CPO initiatives (e.g., supporting the execution planning and ongoing management of an AI mentoring program)
Develop project-based recommendations for senior leadership; research and fact-based proposals on project scope, plan / approach, timing, and dependencies
Create executive-facing deliverables to drive alignment, accelerate progress and support decision-making
Executive Administration
Provide high-level administrative support, including calendar management, travel coordination, and expenses
Continuously improve how executive support is delivered through AI and automation (e.g., agentic calendar analysis)
Anticipate needs, surface risks, and proactively solution problems (e.g., calendar conflicts, opportunistic engagements while traveling)
What are we looking for?
Requirements
Bachelor's degree or equivalent experience
3+ years of experience working in a combination of executive support, business operations or program management
Proficiency in Microsoft PowerPoint, with experience creating executive-level presentations
Core Capabilities
AI-forward: Actively experiments with and adopts AI tools to improve productivity, insight, and workflow design
Operator's mindset: Thinks in systems, priorities, and outcomes - not just activities
Proven experience owning projects and driving execution across multiple stakeholders
High comfort operating in fast-paced, ambiguous environments with senior leaders
Executive presence: Clear, concise communicator with strong judgment and discretion
Analytical & structured: Able to synthesize information into clear recommendations
Self-directed and collaborative: Can operate independently while building strong cross-functional relationships
Growth-oriented: Curious, adaptable, and energized by how this role will continue to evolve
Pay Range:
$73,130.00 - $121,952.00
Company Overview:
Benefits
Health insurance401(k)Equity / stock options
Additional Information
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
LPL Financial is seeking a detail-oriented and highly motivated Business Management Lead to support the Office of the Chief People Officer. This role blends executive administrative support, business and operations management, and project ownership. The right individual will act as a trusted thought partner, operator, and force multiplier for the CPO. This is a highly visible role for someone who thrives in ambiguity, excels at operational execution, and is energized by owning outcomes.
Lplfinancial · San Diego