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

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.

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.