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 driving solutions, leading cross-functional teams, and contributing to strategic initiatives.

Responsibilities

• Strategic Initiative Management: Project management of strategic initiatives and projects.
• Problem Solving and Implementation: Break down complex problems, implement solutions, and define scalable solutions.
• Due Diligence and Integration: Lead due diligence, technology consulting, and integration activities for strategic partnerships and M&A opportunities.
• Strategic Assessment and Implementation: Formulate strategic assessments, operational buildouts, and implement onboarding for new affiliation models.
• Business Product Requirements: Create detailed business product requirements for development teams.
• Reporting and Presentations: Prepare reports and presentations for SVP+, C-Suite, and Board review.
• High-Level Strategy Communication: Communicate high-level strategies and break down business models.
• Senior Leadership Engagement: Drive discussions with senior leaders for buy-in on new business solutions.
• Customer Journey Creation: Design and map out customer journeys to enhance processes and secure buy-in for future 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.