AVP, Associate Counsel - Strategic Transactions

AVP, Associate Counsel - Strategic Transactions

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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

The AVP, Associate Counsel (Strategic Transactions) will engage in a broad range of transactional work, with an emphasis on supporting LPL Financial’s strategic acquisitions. The position reports to the Vice President, Assistant General Counsel – Strategic Transactions within LPL’s Legal Department. This attorney will provide legal advice to in‑house colleagues and executives, manage outside counsel and interface with executives and counsel of potential acquisition targets. The attorney will advise in connection with a range of transactional and financing matters, with a focus on mergers and acquisitions transactions.

Responsibilities

• Managing the legal aspects of merger and acquisition transactions, from letter of intent to closing and post‑closing matters
• Providing legal advice to internal clients on all aspects of M&A activity
• Drafting and negotiating letters of intent, term sheets, definitive acquisition agreements, closing documentation and other transaction documents
• Managing outside counsel in connection with strategic transactions
• Developing, implementing and refining processes and procedures in support of LPL Financial’s internal M&A function
• Coordinating with colleagues throughout the firm, including in the corporate development, finance, legal and human capital departments, in managing transactions from letter of intent to post‑closing
• Working cross‑functionally on legal issues ancillary to LPL’s acquisition activity

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

Core Competencies

Pay Range

$141,800–$236,400 / 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, LPL supports over 29,000 financial advisors and the wealth‑management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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. 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

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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