Svp, Retirement Partners

The Retirement Partners team within LPL's Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of retirement solutions for plan focused advisors. This includes the product offering and roadmap, pricing strategy, and promotional activities. The team's goal is to enhance our advisor experience by enabling growth through an expanded focus beyond traditional plan business.

This role will have general management responsibility of the Retirement Partners group that includes a product and platform team, an operations team and a sales/consulting team. This includes product accountability for retirement products and platforms. This team owns retirement platform management responsibilities for retirement solutions, including product development roadmaps.

The Senior Vice President of Retirement Products and Platforms will work closely with LPL's Research, Legal, Product Risk, Finance, Comprehensive Advice and Marketing/ Communication teams as well as the sales team to collectively enable better plan and participant outcomes delivered through advisors.

This role will:

Support the execution and ongoing management of initiatives the Retirement Partners group is responsible for, working in collaboration with cross functional departments. Contribute to the evolution of plan business to meet the needs of large institutional clients. Develop and launch new offerings that fuel net new plan growth. Expand offering for Small Business Owner workplace benefits with NQDC and creation of Cash Balance Plan. Engage with advisors to seek feedback on products and articulate roadmap in a way that is inclusive to holistic wealth management business. Examples include translation through the creation and/or enhancement to workflows and journey maps. Provide leadership on a variety of retirement solution projects, including technology development within an agile framework methodology.

The position requires a candidate with deep retirement plan experience. The ability to lead and to operate in partnership with other teams within Business and Wealth Solutions and across the organization is critical to the role. Experience with leadership in transforming and executing are baseline skills required of the role.

Job Duties:

• Act as a leader and subject matter expert for all aspects of Retirement Partners Product and Platform offerings including BOR, 401k, NQDC, 403b, HSAs

• Partner with other leaders in Wealth Management Solutions to support departmental and firm-wide initiatives

• Provide thought leadership to enhance/evolve LPL Retirement Product roadmap and commercialization strategy

• Partner with product risk to improve our approach to on-going monitoring. Own the resolution of specific issues with plan business

• Track regulatory changes and industry / competitor developments in terms of product, pricing, policy and platform experience within the retirement plan space

• Provide expertise in the offerings and consult with Marketing and Communication team members on product attractiveness and change management

Requirements:

• Bachelor's degree with a minimum of 10 years of related experience in the financial services retirement industry.

• Deep understanding of retirement products, institutional accounts and industry regulations

• Excellent design thinking, communication and analytical skills

• Leadership experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering

• Ability to lead projects in a matrix managed fashion leveraging strong interpersonal and written communication skills

• Proven experience managing, leading and motivating teams.

Preferences:

• MBA or relevant graduate degree

• Experience working in a demanding environment with highly driven professionals.

• Experience managing complex cross team projects and processes.

• Excellent presentation skills, including advanced level power point skills, strong oral and writing capabilities; ability to clearly communicate compelling messages to senior managers and external business partners.

• Strong leadership skills with a team-oriented and collaborative approach to work.

Pay Range:

$198,000-$297,000/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.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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.