VP, Planning, Readiness, & Delivery

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then this could be the role for you!

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:

You love to make sense of things, and map successful execution plans. You also have a keen sense of always looking ahead at what's next and being ready for it. As a key partner to the Program Design and Management leaders, you are a player-coach in the strategic planning and design parts of our organization. Backlog management, critical thinking group support, implementation planning, investment cases and experiment launches. As a thought-leader to seamless cross-product/program planning and firm communications; along with firm readiness you thrive on brining things to life. Measured by timelines, deliverables, budget management, project lifecycles, and executive leadership partnerships…you have a strong influence on the firm's key performance objectives: Net Promoter Scores, Client Retention and Growth in net new assets. This role is the glue that keeps our entire organization on track and firing on all cylinders.

Responsibilities:

• Annual project & program planning

• Leads project management for the team, including critical thinking groups, steering committee management, and ownership of project outcomes with business unit owners (accountable partners).

• Owns investment planning and cases for experiments and pilot programs on behalf of several units across Client Success as it relates to projects in our team's pipeline.

• Steering committee planning and preparation with Program & Product Managers.

• Deep cross functional collaboration across working groups for design support, and implementation planning.

• Works closely with Client Success leadership and key stakeholders to drive OKR's of the business unit, while collaborating around the firm to gain wide variety of perspectives to consider as well as change management needs for delivery.

• Key stakeholders are Client Success, Finance, and Business Line Strategy.

• Builds a strong network of subject matter experts and seeks to understand / learn every day to optimize execution plans.

• Plans and organizations the department across multiple Program Managers for a firm-view of annual planning and execution efforts.

• Implements the structure of the team, including frameworks for both design and execution.

• Handles business unit c-suite monthly performance reporting against OKR's and progress of individual programs.

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.

Requirements:

• Bachelor's Degree in business management, program management, finance OR combined education or work related experience relating to role

• 5+ years of professional experience in areas of project management, program management and/or change management.

• Prior success with launching new programs, products, or service offerings.

• Proven track record of collaborating successfully across multiple business units or functions.

• Demonstrated ability and desire to influence, and work, with high performing executive leadership teams.

• Experience working all at all levels of any organization, entry through c-suite.

• Expert level proficiency with the Microsoft Office product suite: (min. Excel, PowerPoint required).

Core Competencies:

• Reliable self-starter, with a collaborative mindset and ability to build strong relationships across any organization.

• Flexible and adaptable to change.

• Proven people management track record.

• Excellent oral and written communication skills.

• Strong group facilitation skills and entrepreneurial spirit.

• Culturally sensitive and team oriented with outstanding influencing skills.

• Familiarity with Salesforce, Tableau

Preferences:

• Master's Degree in business management, program management, finance OR combined education or work related experience relating to role.

• Preferred experience working in financial services, or a franchise/ affiliate business model.

• Preferred experience leading teams of project managers and overseeing work beyond individual span of control.

Pay Range:

$131,600-$197,400/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.