Job Overview:
LPL Financial is seeking a VP to join our Business Design & Solutioning team within the Client Success group. As a trusted partner, you will drive solutions, lead cross-functional teams, and contribute to deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, strategic partnership engagements, and our organic growth strategy. The ideal candidate for this role possesses a combination of strong business acumen, a consulting mindset, and expertise in software, product, and financial knowledge. You will assist in the development and delivery of new business lines, software tools, and the integration of strategic partnerships and M&A opportunities. Additionally, you will ensure continuous improvements to our advisor-facing products, aiming to excite our advisor base, lead the market, and attract additional business. This team focuses on institution product and program management, specifically the execution of large cross-functional programs to support our strategic initiatives and product development efforts.
Responsibilities and Competencies:
- Strategic Initiative Management: Assist in the project management of strategic initiatives and projects, ensuring they are undertaken in an efficient and effective manner.
- Problem Solving and Implementation: Break down complex problems into logical steps, implementing near-term, low-fidelity solutions, and defining scalable, long-term solutions in collaboration with product partners.
- Due Diligence and Integration: Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships and M&A opportunities.
- Strategic Assessment and Implementation: Formulate strategic assessments, operational build-outs, and implement onboarding for new affiliation models (e.g., business lines/channels).
- Business Product Requirements: Create detailed business product requirements for development teams to ensure alignment with strategic goals.
- Reporting and Presentations: Prepare best-in-class reports and presentations related to strategic plays, potential M&A transactions, and growth initiatives, ensuring they are ready for SVP+, C-Suite, and Board review.
- High-Level Strategy Communication: Understand and articulate high-level strategies, breaking down business models to their core fundamentals.
- Senior Leadership Engagement: Drive discussions with senior leaders to gain buy-in for new business solutions, leveraging your understanding of their goals and incentives to drive alignment.
- Customer Journey Creation: Ability to design and map out customer journeys to identify opportunities, enhance processes, and secure buy-in for executing future state workflows.
What are we looking for?
We seek strategic and innovative professionals who can deliver a world-class client experience in the wealth management technology sector. Our ideal candidates thrive in a fast-paced environment, are client-focused, and team-oriented. They excel in executing strategies that encourage creativity and continuous improvement.
Requirements:
- 10+ years of experience in management consulting, digital transformation, client experience, or project management within the financial services industry with a focus on wealth management
- 10+ years of experience with business efficiency consultation experience with design mapping and technical solution delivery.
- 10 Years of experience presenting to senior leadership and creating presentation documentation.
- Demonstrated experience with large scale change management/large conversion project experience.
- 8+ years of project management experience utilizing Agile and/or Waterfall methodologies.
- Excellent Microsoft Office experience (PowerPoint; Excel)
Qualifications:
- MBA preferred
- FINRA Licenses or industry designations
- Bachelor’s degree in a related field required
- Proven experience in strategy development and implementation within the wealth management or financial technology sectors.
- Strong ability to create and optimize customer journeys.
- Excellent skills in communicating high-level strategies and breaking down business models.
- Proficiency in problem-solving and implementing both near-term and long-term solutions.
- Exceptional ability to engage and align with senior leadership.
- Strong analytical and interpersonal skills.
Pay Range:
$136,275-$227,125/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
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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