AVP, Strategic Initiatives
Job Overview
The LPL Strategic Initiatives team is seeking an AVP with a strong background in both strategy and project management to help LPL solve complex challenges and become the best firm in wealth management.
Responsibilities
- Support strategic initiatives that promote address key opportunities LPL is facing, including initiatives focused on improving the advisor experience and strategic partnerships / engagements
- Bring together market research, data analysis, and cross-functional team support to build business cases, draft strategic recommendations, and provide overviews on LPL’s performance across key dimensions
- Translate our strategy into action plans leveraging an agile development method to help team execute in an iterative manner that allows for pivots as our strategy and the wealth management market shifts
- Challenge the status quo to ensure that strategies are stress-tested and that LPL continues to evolve into an undisputed industry leader and disruptor
- Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions and new offerings to drive advisor satisfaction and growth
- Effectively leverage data, voice of the client, and competitive intelligence to support story-telling in a way that paints a compelling picture that leads to cross-functional executive buy-in. This can be done through creative deck-building as well as taking a role in presenting to varied audiences
- Work cross-functionally to understand advisor needs and address gaps in LPL’s current offerings to ensure we are continuously meeting the needs of our advisors
Requirements
- 3+ years of experience in management consulting, corporate strategy, or program & project management
- Experience in the financial services / wealth management industry
- Willingness and ability to travel, as needed
Core Competencies
- Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
- Competence in delivering results through a combination of individual contributions and partnering with other key team members across an organization broadly
- Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results
- Comfort with ambiguity and an ability to work independently with limited direction to meet the needs of the team
Pay Range
$129,677.00 - $216,197.00
Company Overview
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(6), 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.