Job Description

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

The AVP, People Integration Partner leads and executes People integration activities for acquisitions and organizational transitions. This role serves as the primary People lead for small to mid-sized acquisitions and a senior People integration partner on larger, more complex transactions. The AVP provides strategic consultation to business leaders and transaction stakeholders while driving workforce integration, talent retention, organizational transition, employee communications, and change management activities.

The role partners closely with Corporate Development, Legal, Finance, business leaders, People Business Partners, and People Centers of Excellence (COEs) to ensure successful integration outcomes and a positive employee experience throughout the transaction lifecycle.

Roles & Responsibilities:

People Integration Leadership

• Serve as the primary People Integration lead for assigned acquisitions from pre-close planning through post-close integration.
• Lead People integration activities for small and mid-sized acquisitions, including workforce transition planning, talent assessment, retention strategies, organizational change, employee communications, and onboarding.
• Support larger acquisitions by leading designated People workstreams and coordinating integration activities across multiple stakeholder groups.
• Partner with business leaders to evaluate workforce implications, organizational risks, talent considerations, and employee experience impacts associated with acquisitions.
• Develop and execute integration plans aligned with transaction objectives and LPL's People integration methodology.
• Drive readiness activities and ensure successful employee transitions into LPL's operating environment.

Advisory & Stakeholder Partnership

• Act as a trusted advisor to executive leaders, business partners, and integration stakeholders on People-related acquisition matters.
• Provide recommendations regarding organizational structure, workforce planning, employee retention, talent risks, and change management approaches.
• Facilitate decision-making and issue resolution throughout the integration lifecycle.
• Partner closely with HR Business Partners, Legal, Compliance, Corporate Development, Communications, and functional leaders to ensure coordinated execution.

Program & Process Management

• Manage multiple concurrent transactions and integration initiatives.
• Monitor key milestones, risks, dependencies, and deliverables across assigned acquisitions.
• Prepare executive updates, status reports, and integration metrics for leadership review.
• Identify opportunities to improve People integration processes, tools, playbooks, and operating models.
• Drive continuous improvement initiatives that enhance scalability, efficiency, and employee experience.

Organizational & Talent Integration

• Assess organizational and talent-related risks associated with transactions.
• Support talent selection, workforce transition planning, retention strategies, and organizational design decisions.
• Coordinate implementation of compensation, benefits, performance management, and employee experience integration activities.
• Support culture integration and change management initiatives that promote employee engagement and retention.

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:

• Bachelor's degree in Human Resources or related field.
• 8+ years of progressive Human Resources experience, including experience supporting organizational change, employee relations, talent management, workforce planning, or M&A integration.
• Experience leading successful cross-functional projects or integration initiatives.

Core Competencies:

• Ability to influence senior leaders and manage complex stakeholder relationships.
• Excellent communication and presentation skills
• Strong project management, consulting, and change management skills.
• Ability to navigate ambiguity and manage multiple concurrent priorities.

Preferences:

• Experience within financial services or other highly regulated industry.

Pay Range:

$99,189.00 - $165,315.00

Actual 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!

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 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.

EAC 5.19.26