LPL Financial

Vice President, People M&A Lead

Fort Mill/Charlotte Full time

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.

Job Overview:

The Vice President, People M&A Lead is a senior People leader responsible for owning and executing LPL’s People M&A strategy and leading People integration for small and large acquisitions.

This role operates as LPL’s People M&A domain owner, with accountability for translating enterprise M&A strategy into disciplined, scalable people solutions that manage risk, enable integration speed, and support long‑term business performance. The VP exercises independent judgment within an established governance framework and escalates decisions appropriately based on risk, complexity, and enterprise impact.

The role partners closely with Corporate Development, Finance, Legal, business leaders, and People (HR) Centers of Excellence to ensure people, culture, operating model, and talent decisions are aligned with transaction objectives and LPL’s operating principles.

Responsibilities:

1. People M&A Strategy & Operating Model

  • Own the People M&A strategy and operating approach, aligned to LPL’s enterprise M&A priorities and risk appetite.

  • Serve as the primary People partner to Corporate Development and business leaders in assessing people-related deal risk, readiness, integration complexity, and execution approach.

  • Design, implement, and continuously refine the People M&A operating model, including:

    • Clear decision rights, escalation paths, and governance mechanisms

    • Engagement model across People Partners, COEs, and shared services

    • Integration resourcing and execution standards

  • Develop and maintain standardized playbooks, tools, and frameworks to ensure consistent execution, regulatory compliance, and risk mitigation across transactions.

  • Define and act on People M&A performance metrics including hiring-to-plan / timeline, retention, offer / severance acceptance rates, and other areas as needed

  • Identify opportunities to improve repeatability, operational rigor, and capability maturity across the People organization.

2. Acquisition Integration Leadership

  • Serve as the People integration lead for large, strategically significant acquisitions, as well as small deals, with end-to-end accountability for people-related integration outcomes.

  • Partner with executive sponsors and functional leaders to align people decisions with deal rationale, synergy objectives, and target-state operating models.

  • Lead all People-related integration workstreams, including:

    • Organizational design and leadership structure

    • Talent assessment, selection, retention, and workforce transitions

    • Compensation, benefits, and rewards harmonization

    • Performance management and goal alignment

    • Culture integration and change management

    • Workforce communications and employee experience

  • Apply disciplined execution practices to manage people risks, interdependencies, and trade-offs throughout the integration lifecycle.

  • Ensure compliance with labor laws, employee relations requirements, and regulatory obligations across applicable jurisdictions.

  • Establish and run integration governance forums to track milestones, risks, dependencies, and value realization, escalating issues as needed.

  • Act as a trusted People advisor to senior leaders, balancing business outcomes with employee experience during periods of change.

Leadership & Enterprise Impact

  • Lead and influence complex, cross-functional teams through expertise, credibility, and structured governance, without direct authority.

  • Operate as a People functional leader, aligning M&A decisions with broader talent, culture, and operating priorities.

  • Develop and coach People leaders and integration team members, strengthening LPL’s bench and M&A readiness.

  • Build strong, outcome-oriented partnerships with Legal, Finance, Technology, Communications, and Corporate Development.

  • Model LPL leadership behaviors by driving clarity, accountability, and transparency during high-impact change.

Requirements:

  • 10+ years of progressive People (HR) leadership experience, including significant hands-on M&A integration ownership, with exposure to large or complex transactions.

Core Competencies:

  • Demonstrated ability to own a functional strategy and execute at enterprise scale within a matrixed organization.

  • Deep working knowledge across core People disciplines, including organizational design, talent management, rewards, employee relations, and change management.

  • Strong judgment and decision-making capability in high-risk, time-sensitive environments.

  • Proven ability to influence senior leaders and manage competing priorities with professionalism and rigor.

Preferences:

  • Experience in regulated, multi-entity, or financial services environments preferred.


 

Pay Range:

$128,776-$214,626/year


 

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!


 

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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