VP, Business Solutioning

Job Overview

LPL Financial is seeking a VP to join our Business Design & Solutioning team within the Client Success group. The role involves assisting in the project management of strategic initiatives and projects, leading cross-functional teams, and contributing to deep and thoughtful analysis.

Responsibilities

• Strategic Initiative Management: Assist in the project management of strategic initiatives and projects, ensuring they are undertaken in an efficient and effective manner.
• Problem Solving and Implementation: Break down complex problems into logical steps, implementing near-term, low-fidelity solutions, and defining scalable, long-term solutions in collaboration with product partners.
• Due Diligence and Integration: Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships and M&A opportunities.
• Strategic Assessment and Implementation: Formulate strategic assessments, operational buildouts, and implement onboarding for new affiliation models (e.g., business lines/channels).
• Business Product Requirements: Create detailed business product requirements for development teams to ensure alignment with strategic goals.
• Reporting and Presentations: Prepare best-in-class reports and presentations related to strategic plays, potential M&A transactions, and growth initiatives, ensuring they are ready for SVP+, C-Suite, and Board review.
• High-Level Strategy Communication: Understand and articulate high-level strategies, breaking down business models to their core fundamentals.
• Senior Leadership Engagement: Drive discussions with senior leaders to gain buy-in for new business solutions, leveraging your understanding of their goals and incentives to drive alignment.
• Customer Journey Creation: Ability to design and map out customer journeys to identify opportunities, enhance processes, and secure buy-in for executing future state workflows.

Requirements

• Bachelor’s degree in a related field required.
• Minimum 7 years of experience within the wealth management industry, including roles in management consulting, digital transformation, client experience, or project management.
• 7+ years of experience delivering business efficiency and transformation initiatives, including process/design mapping, execution of technical solutions in complex environments, and creating presentation documentation.

Core Competencies

• Proven experience in strategy development and implementation within the wealth management or financial technology sectors.
• Strong ability to create and optimize customer journeys.
• Excellent skills in communicating high-level strategies and breaking down business models.
• Exceptional ability to engage, align with, and present to senior leadership.
• Strong analytical and interpersonal skills.

Preferences

• People leadership experience.
• MBA preferred.
• FINRA licenses or industry designations.