Business Management Lead
LPL Financial · San Diego, CA · 3 wk ago
Business Development$73k–$122k/yrFull-time
Key Responsibilities
- Exercise independent judgment on establishing and prioritizing operational rhythms; the sequencing and agenda of leadership team meetings, quarterly business reviews, town halls and offsites to address strategic objectives / organizational needs
- Lead business operational reporting and the design / development of dashboards that give the CPO and leadership team visibility into priorities, progress and risks
- Partner cross-functionally to streamline administrative workflows, simplify processes, and increase operational efficiency
- Lead and support execution of CPO initiatives (e.g., supporting the execution planning and ongoing management of an AI mentoring program)
- Develop project-based recommendations for senior leadership; research and fact-based proposals on project scope, plan / approach, timing, and dependencies
- Create executive-facing deliverables to drive alignment, accelerate progress and support decision-making
Requirements
- Bachelor’s degree or equivalent experience
- 3+ years of experience working in a combination of executive support, business operations or program management
- Proficiency in Microsoft PowerPoint, with experience creating executive-level presentations
Core Capabilities
- AI-forward: Actively experiments with and adopts AI tools to improve productivity, insight, and workflow design
- Operator’s mindset: Thinks in systems, priorities, and outcomes – not just activities
- Proven experience owning projects and driving execution across multiple stakeholders
- High comfort operating in fast-paced, ambiguous environments with senior leaders
- Executive presence: Clear, concise communicator with strong judgment and discretion
- Analytical & structured: Able to synthesize information into clear recommendations
- Self-directed and collaborative: Can operate independently while building strong cross-functional relationships
- Growth-oriented: Curious, adaptable, and energized by how this role will continue to evolve