AVP, Service Strategy & Conversions
LPL Financial · Fort Mill, SC · 3 wk ago
Business Development$119k–$199k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Job Overview:" and then description. Also "Responsibilities:" list. "What are we looking for?" maybe a section? Could be "About the role" or "Overview". The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have:
- Job Overview (could map to "About the role")
- Responsibilities (list)
- Requirements (list)
- Core Competencies (maybe part of Requirements? Could be "Qualifications" or "Skills"? The instruction includes Qualifications, Skills. We have "Core Competencies" which could be Skills. We'll treat as Skills.
- Pay Range: we have Pay range. So include Pay section.
- Benefits: mention "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." That's benefits content.
- Schedule: not mentioned, so omit.
- Also "Company Overview" maybe not needed as heading; could be omitted or could be part of About the role? Probably not needed as separate heading; we can include as part of About the role? But instruction: only include sections when posting has real specific content. Company Overview is specific but not in the list of headings; we could incorporate into About the role or maybe omit. Safer to include as part of About the role paragraph.
We must not repeat job title as heading. No Job ID etc.
We must remove boilerplate: EEO, application instructions, etc. Remove lines like "Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: ..." etc.
We must preserve all substantive information.
Let's extract content:
Job Overview paragraph: "LPL is seeking a results-driven, adaptable Assistant Vice President to support Service strategy and conversions within the Service organization. In this role, you will partner closely with the Vice President and senior leaders to drive high-impact strategic initiatives and support the design, readiness, and execution of Service models for acquisitions, advisor transitions, and other business integrations. This individual will play a central role in translating Service strategy into action, improving the quality and efficiency of decision-making, and ensuring execution against key priorities. The role will also help prepare the Service organization for future conversions by coordinating cross-functional readiness, identifying risks and dependencies, and supporting conversion execution and post-conversion stabilization. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that improve the advisor experience and strengthen the performance and scalability of the broader Service organization."
Responsibilities list: each line after "Responsibilities:" appears as sentences separated by periods but we need to make
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have:
- Job Overview (could map to "About the role")
- Responsibilities (list)
- Requirements (list)
- Core Competencies (maybe part of Requirements? Could be "Qualifications" or "Skills"? The instruction includes Qualifications, Skills. We have "Core Competencies" which could be Skills. We'll treat as Skills.
- Pay Range: we have Pay range. So include Pay section.
- Benefits: mention "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." That's benefits content.
- Schedule: not mentioned, so omit.
- Also "Company Overview" maybe not needed as heading; could be omitted or could be part of About the role? Probably not needed as separate heading; we can include as part of About the role? But instruction: only include sections when posting has real specific content. Company Overview is specific but not in the list of headings; we could incorporate into About the role or maybe omit. Safer to include as part of About the role paragraph.
We must not repeat job title as heading. No Job ID etc.
We must remove boilerplate: EEO, application instructions, etc. Remove lines like "Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: ..." etc.
We must preserve all substantive information.
Let's extract content:
Job Overview paragraph: "LPL is seeking a results-driven, adaptable Assistant Vice President to support Service strategy and conversions within the Service organization. In this role, you will partner closely with the Vice President and senior leaders to drive high-impact strategic initiatives and support the design, readiness, and execution of Service models for acquisitions, advisor transitions, and other business integrations. This individual will play a central role in translating Service strategy into action, improving the quality and efficiency of decision-making, and ensuring execution against key priorities. The role will also help prepare the Service organization for future conversions by coordinating cross-functional readiness, identifying risks and dependencies, and supporting conversion execution and post-conversion stabilization. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that improve the advisor experience and strengthen the performance and scalability of the broader Service organization."
Responsibilities list: each line after "Responsibilities:" appears as sentences separated by periods but we need to make - . Let's list each bullet:
- Partner with Service leadership to define, refine, and drive the long-term strategy for Service.
- Lead high-impact strategic initiatives that improve Service capabilities, advisor experience, operational effectiveness, and scalability.
- Develop strategic business cases, future-state operating models, implementation roadmaps, and executive-ready recommendations for senior leadership.
- Analyze industry and business trends, performance data, advisor feedback, and enterprise priorities to inform strategic direction.
- Conduct structured problem solving to uncover insights, evaluate options, and shape recommendations that improve execution and business outcomes.
- Act as a thought partner to department heads and frontline leaders to translate strategy into clear, measurable actions.
- Lead or support Service planning for acquisitions, advisor transitions, and other strategic business integrations.
- Design scalable Service support models for conversions, including support channels, roles and responsibilities, escalation paths, staffing considerations, and post-conversion support approaches.
- Coordinate cross-functional readiness across Service, Business Transitions, Operations, Technology, Product, Workforce Management, Learning & Development, Knowledge Management, Risk, Compliance, and other partner teams.
- Identify conversion risks, dependencies, capacity impacts, and decision points; develop mitigation plans and elevate matters requiring leadership action.
- Support conversion execution and post-conversion stabilization through issue management, performance monitoring, stakeholder updates, and continuous improvement.
- Develop and maintain repeatable conversion playbooks, frameworks, governance practices, and lessons learned to improve readiness for future acquisitions.
- Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is informed on strategic priorities, conversion readiness, risks, decisions, and outcomes.
- Coordinate cross-functional alignment to establish clear priorities, ownership, milestones, and dependencies across strategic initiatives and conversion workstreams.
- Support implementation and adoption of key initiatives and conversion changes through structured change management, communications, and stakeholder engagement.
- Provide direction and coaching to project teams and individual contributors, creating clarity and accountability in complex or ambiguous situations.
- Foster a culture of collaboration, transparency, continuous improvement, and strong ownership across the Service Strategy and Conversions portfolio.
What are we looking for? paragraph: "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 list: after "Requirements" we have:
- Bachelor’s degree in Finance or equivalent work experience.
- 5 years of relevant experience, ideally in financial services, consulting, or business strategy with a demonstrated track record of performance and impact.
- 3+ years of experience with PowerPoint and the ability to consolidate complex information into a cohesive and coherent story.
- 3+ years of experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.
Then "Core Competencies:" list:
- Proven ability to build relationships and effectively partner with senior stakeholders across functions.
- Strong written and verbal communication skills, executive presence, and sound judgment.
- Highly organized with the ability to manage multiple priorities independently, maintain attention to detail, and drive work to completion.
Pay Range: "$119,171.00 - $198,584.00 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."
Benefits: "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."
Company Overview: we could include as part of About the role or separate? Not in heading list. Could omit. But we might include as a paragraph under About the role? The About the role currently is the Job Overview. Could add Company Overview after that as another paragraph but still under same heading? Might be okay to keep as separate paragraph under same heading? The instruction: Use
for section headings. Use
for prose. So we can have multiple
under a heading. So we can have About the role heading with two paragraphs: Job Overview and Company Overview.
We must not include boilerplate like "Please log in or create an account..." etc.
Now construct HTML:
About the role
LPL is seeking a results-driven, adaptable Assistant Vice President to support Service strategy and conversions within the Service organization. In this role, you will partner closely with the Vice President and senior leaders to drive high-impact strategic initiatives and support the design, readiness, and execution of Service models for acquisitions, advisor transitions, and other business integrations. This individual will play a central role in translating Service strategy into action, improving the quality and efficiency of decision-making, and ensuring execution against key priorities. The role will also help prepare the Service organization for future conversions by coordinating cross-functional readiness, identifying risks and dependencies, and supporting conversion execution and post-conversion stabilization. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that improve the advisor experience and strengthen the performance and scalability of the broader Service organization.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Responsibilities
- Partner with Service leadership to define, refine, and drive the long-term strategy for Service.
- Lead high-impact strategic initiatives that improve Service capabilities, advisor experience, operational effectiveness, and scalability.
- Develop strategic business cases, future-state operating models, implementation roadmaps, and executive-ready recommendations for senior leadership.
- Analyze industry and business trends, performance data, advisor feedback, and enterprise priorities to inform strategic direction.
- Conduct structured problem solving to uncover insights, evaluate options, and shape recommendations that improve execution and business outcomes.
- Act as a thought partner to department heads and frontline leaders to translate strategy into clear, measurable actions.
- Lead or support Service planning for acquisitions, advisor transitions, and other strategic business integrations.
- Design scalable Service support models for conversions, including support channels, roles and responsibilities, escalation paths, staffing considerations, and post-conversion support approaches.
- Coordinate cross-functional readiness across Service, Business Transitions, Operations, Technology, Product, Workforce Management, Learning & Development, Knowledge Management, Risk, Compliance, and other partner teams.
- Identify conversion risks, dependencies, capacity impacts, and decision points; develop mitigation plans and elevate matters requiring leadership action.
- Support conversion execution and post-conversion stabilization through issue management, performance monitoring, stakeholder updates, and continuous improvement.
- Develop and maintain repeatable conversion playbooks, frameworks, governance practices, and lessons learned to improve readiness for future acquisitions.
- Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is informed on strategic priorities, conversion readiness, risks, decisions, and outcomes.
- Coordinate cross-functional alignment to establish clear priorities, ownership, milestones, and dependencies across strategic initiatives and conversion workstreams.
- Support implementation and adoption of key initiatives and conversion changes through structured change management, communications, and stakeholder engagement.
- Provide direction and coaching to project teams and individual contributors, creating clarity and accountability in complex or ambiguous situations.
- Foster a culture of collaboration, transparency, continuous improvement, and strong ownership across the Service Strategy and Conversions portfolio.
Requirements
- Bachelor’s degree in Finance or equivalent work experience.
- 5 years of relevant experience, ideally in financial services, consulting, or business strategy with a demonstrated track record of performance and impact.
- 3+ years of experience with PowerPoint and the ability to consolidate complex information into a cohesive and coherent story.
- 3+ years of experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.
Skills
for section headings. Use
for prose. So we can have multiple
under a heading. So we can have About the role heading with two paragraphs: Job Overview and Company Overview. We must not include boilerplate like "Please log in or create an account..." etc. Now construct HTML:
About the role
LPL is seeking a results-driven, adaptable Assistant Vice President to support Service strategy and conversions within the Service organization. In this role, you will partner closely with the Vice President and senior leaders to drive high-impact strategic initiatives and support the design, readiness, and execution of Service models for acquisitions, advisor transitions, and other business integrations. This individual will play a central role in translating Service strategy into action, improving the quality and efficiency of decision-making, and ensuring execution against key priorities. The role will also help prepare the Service organization for future conversions by coordinating cross-functional readiness, identifying risks and dependencies, and supporting conversion execution and post-conversion stabilization. Success in this role requires the ability to navigate ambiguity, foster cross-functional relationships, and consistently deliver results that improve the advisor experience and strengthen the performance and scalability of the broader Service organization.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Responsibilities
- Partner with Service leadership to define, refine, and drive the long-term strategy for Service.
- Lead high-impact strategic initiatives that improve Service capabilities, advisor experience, operational effectiveness, and scalability.
- Develop strategic business cases, future-state operating models, implementation roadmaps, and executive-ready recommendations for senior leadership.
- Analyze industry and business trends, performance data, advisor feedback, and enterprise priorities to inform strategic direction.
- Conduct structured problem solving to uncover insights, evaluate options, and shape recommendations that improve execution and business outcomes.
- Act as a thought partner to department heads and frontline leaders to translate strategy into clear, measurable actions.
- Lead or support Service planning for acquisitions, advisor transitions, and other strategic business integrations.
- Design scalable Service support models for conversions, including support channels, roles and responsibilities, escalation paths, staffing considerations, and post-conversion support approaches.
- Coordinate cross-functional readiness across Service, Business Transitions, Operations, Technology, Product, Workforce Management, Learning & Development, Knowledge Management, Risk, Compliance, and other partner teams.
- Identify conversion risks, dependencies, capacity impacts, and decision points; develop mitigation plans and elevate matters requiring leadership action.
- Support conversion execution and post-conversion stabilization through issue management, performance monitoring, stakeholder updates, and continuous improvement.
- Develop and maintain repeatable conversion playbooks, frameworks, governance practices, and lessons learned to improve readiness for future acquisitions.
- Drive executive reporting by shaping narratives, preparing materials, and ensuring leadership is informed on strategic priorities, conversion readiness, risks, decisions, and outcomes.
- Coordinate cross-functional alignment to establish clear priorities, ownership, milestones, and dependencies across strategic initiatives and conversion workstreams.
- Support implementation and adoption of key initiatives and conversion changes through structured change management, communications, and stakeholder engagement.
- Provide direction and coaching to project teams and individual contributors, creating clarity and accountability in complex or ambiguous situations.
- Foster a culture of collaboration, transparency, continuous improvement, and strong ownership across the Service Strategy and Conversions portfolio.
Requirements
- Bachelor’s degree in Finance or equivalent work experience.
- 5 years of relevant experience, ideally in financial services, consulting, or business strategy with a demonstrated track record of performance and impact.
- 3+ years of experience with PowerPoint and the ability to consolidate complex information into a cohesive and coherent story.
- 3+ years of experience with analytics and reporting, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators.