JOB OVERVIEW:

LPL Financial is seeking an AVP to join our Client Solutioning team within the Business Strategy & Growth department. As a trusted business partner, you will be a part of an innovative, high-performing team to develop solutions, drive outcomes, lead cross-functional teams, and deliver value to new and existing advisor business lines and institutional partners. You will have the opportunity to work on the firm’s highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will work closely with our strategic Business Owners, Product & Platform Strategy, Client Success, Legal/Risk, Technology, and other internal departments and external partners. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to enable our advisors and institutions to partner, operate, engage, grow, and thrive in a manner that is superior to other platforms.
The ideal candidate for this role is solution-oriented and passionate about delivering results, and has a combination of strong business acumen, a consulting mindset, and industry knowledge to assist with the development and delivery of new business solutions, tools, and integration of strategic partnerships. Additionally, you are a strategic thinker with excellent analytical capabilities, problem solving skills and a customer centric approach with the goal of exciting our advisor base, leading the market, and attracting additional business.

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 a related field
• 5+ years of experience in management consulting, product management, corporate strategy or project management preferably within a financial services or related FinTech firm
• Experience effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment

RESPONSIBILITIES:

• Develop creative and innovative solutions for the firm’s largest independent and institutional clients and high-value prospects that address complex business challenges and drive substantial value creation
• Drive due diligence, technology consulting initiatives, and integration activities to support strategic partnership opportunities
• Drive the strategic alignment of client priorities and initiatives through ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program execution
• Collaborate across the firm to gain/maintain alignment on vision, strategy, and performance to client goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to demonstrate the value proposition to clients
• Develop and implement roadmaps, plans, and metrics to communicate progress, risks, and execution approaches, and create best-in-class reports and presentations related to client priorities and initiatives
• Actively anticipate, identify, and manage risks within position scope and at the company, and raise issues to appropriate levels for attention and transparency
• Coach, mentor, and help drive a high-performing team to deliver on objectives
• Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading adviser and institution experience in a way that encourages creativity and continuous improvement
• Provide analysis and project management on a variety of strategic initiatives impacting Affiliation Models and Institutional Clients and assist in creating and implementing best practices for project implementation and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Confluence, and AHA!