VP, IIS Strategic Projects

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. 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 is seeking a Vice President in our Product team to help articulate strategic business opportunities that arise. This role will be working across a broad spectrum of stakeholders including executive leaders and their peers across the firm. Additionally, the role will have discrete responsibilities, but also be tasked with tackling ad-hoc topics as they arise. The ideal candidate will be able to effectively frame questions, challenges, and opportunities, both qualitatively and quantitatively, for discussion and consumption by executive audiences.

In addition to developing specific deliverables, views, and viewpoints, the candidate must contextualize complex and complicated problems drawing from disciplines such as strategy development, business analysis, process management, operations, and systems analysis.

The VP will be an individual contributor responsible for framing strategic initiatives within the Product team, as well as the team's strategic vision. The successful candidate must possess strategic foresight and be skilled and experienced in engaging in high-level strategic discussions with executive leadership. Additionally, the candidate must also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

Essential Functions:

• For key business initiatives, be able to frame scope, goals, and deliverables that support business needs in collaboration with all stakeholders

• Competent in strategic consulting and change management practices with the ability to represent complex issues appropriately

• Excellent verbal and written communication skills and presentation ability, especially to executive management, with the ability to convey complex issues in understandable forms to various audiences

• Create documents, frameworks, visions, and analysis (quantitative and qualitative) to help solution critical business issues

• Assist in proactively communicating initiative details across all levels of the organization and across multiple departments in a clear and concise manner

• Identify opportunities for improvement and make recommendations for change within the current ecosystem

• Synthesize data and insights into executive presentations to facilitate business decision making

• Collaborate with leaders, subject matter experts and users to communicate the proposed solution vision and analyze tradeoffs between usability and performance needs

• Ability to multitask, prioritize and manage multiple projects requests of various size and scope

• Create executive briefing packs prior to key advisor visits and conferences

• Keen ability to manage large sets of tasks- e.g. take-aways post conference

• Detail oriented and organized with the ability to be comfortable in ambiguous and challenging situations

• Builds strong partnerships across all teams

• Creates / updates Management Committee, Investment Committee and Board of Directors, monthly reviews, and other deliverables for leadership

• Bring to life Annual Strategic Planning E.g. Goal/OKR/KPI multi-year etc.

Job Requirements:

• Bachelor's degree.

• 5+ years' experience in strategic consulting and/or strategic program management.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. 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.

Core Competencies:

• Direct experience in dealing with interested parties to gather feedback and share ideas.

• Proven track record of coordinating large-scale efforts across multiple business units and interested parties.

• Demonstrated ability to develop, iterate, and execute strategies and plans.

• Excellent written and verbal communication skills as well as strong quantitative and analytical skills

• Ability to adapt to change, work independently and as part of teams, and manage initiatives to deliver results within tight timeframes

Preferences:

• Financial services experience a plus, not required.

• MBA preferred.

Pay Range:

$132,080-$198,120/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.