Head Of Corporate Systems, Finance Technology Transformation

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. LPL is a fast-growing, fortune 500 company with 7000+ employees. We support over 50,000 financial professionals-including over 20,000 independent advisor teams, more than 800 financial institutions, and over 4,000 institutional clearing and technology subscribers managing over USD 1.2 trillion in assets.

At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial Technology team is looking for a dynamic leader who has led the Corporate Systems delivery function that includes HR, Intranet, Finance and Advisor loan products.

Are you a strategic leader who has lead the transformation of Corporate systems making it easier to get the work done? Do you have deeper understanding on the HR, Intranet, Finance systems, Advisor loan products with experience leading the Product and Development functions? Do you strive for continuous improvement with clear OKRs to drive predictable value?

If yes, then this could be the role for you!

We have an exciting opportunity to join our Technology organization as Head of Corporate Systems. As a leader you will be responsible for leading the Product and Development functions of key corporate systems within HR, Intranet, Finance and Advisor loan functions.

Responsibilities:

• Define a compelling vision and lead the product organization driving the transformation and maturity of this function delivering business results.

• Collaborate effectively with HR, IT, Finance and other key stakeholders to identify/prioritize technology initiatives that will improve the effectiveness of the corporate functions while delivering on an exceptional employee experience through improved intranet engagement.

• Strong technology leader driving innovation and delivery excellence.

• Rationalize the tools to reduce the complexity while reducing costs.

• Ensure the technology systems and process are secure and compliant.

• Responsible for financial planning/allocation and staffing decisions with the focus on optimizing operational expense

• Promote the vision and drive organizational transformation through establishing/maintaining relationships with key stakeholders across the organization, including engineering, operations, and management.

• Create best-in-class reports and publish presentations/communications promoting awareness of the function

• Coach, mentor and lead a high performing team with direct and indirect responsibility to deliver on the objectives.

What does your success look like in the first 90 days?

Learn the LPL business functions, gather an understanding of the technology tools within the area of responsibility to establish a strategic vision. Meet with the executive leadership across technology and business to gain insights into the priorities (OKRs), opportunities to help drive value delivery. Meet with staff and help establish the roadmap for delivery.

What are we looking for?

We want visionary leaders who collaborate effectively across the departments and obsess on delivering delightful experiences at scale for our Advisors and Investors. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement. A leader who promotes an inclusive and fun culture.

Requirements:

• 14+ years of experience in technology leadership roles supporting HR, Financial systems from a product and delivery perspectives.

• 5+ years of Oracle EPM Finance system transformation experience.

• 5+ years managing and leading Sharepoint, MS Teams team with proven track record on promoting collaboration and engagement.

• 3+ years experience rationalizing the tools maximizing value with the ability to support scale

• Enthusiastic change leader with the ability to create a strategy/plan on simplified experiences

• Expert communication skills, both written and oral, with ability to create/present executive presentations and serve as one of the recognized subject matter experts on the team.

• Flexibility and organizational change management experience.

• The ability to work in a cross-functional team and drive outcomes without having direct authority.

• Actively anticipates, identifies, and manages risks within position scope and at the company.

• Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges.

Core Competencies:

• Deep understanding and working knowledge of HR, Finance technology platforms.

• Demonstrated experience leveraging Sharepoint and O365 suite to create delightful experiences for employees.

• Empathetic leader who is an active listener help create solutions reducing the non-productive time.

• Forward looking leader who anticipates the future, inspires the team to deliver delightful experiences at scale and within established timelines/budget.

• Ability to synthesize complex solutions into easily implementable solutions paving the way for incremental delivery.

• Data driven leader who establishes OKRs, KPIs and inspires the delivery of customer centric solutions.

• Excellent people leader who leads by example and has demonstrated experience building highly effective teams.

Pay Range:

$181,280-$271,920/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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.