AVP, Business Design & Solutioning

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking an AVP to join our Business Design & Solutioning team within LPL’s Business Strategy & Growth group. As a trusted partner you will drive solutions, lead cross-functional teams, and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, strategic partnership engagements, and our organic growth strategy. The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial knowledge to assist with the development and delivery of new business lines, software tools, and integration of strategic partnerships and M&A.  Additionally, you will ensure creative and continuous improvements to our advisor facing products – with the goal of exciting our advisor base, leading the market, and attracting additional business. This team within Business Development focuses on institution product & program management, specifically the execution of large cross-functional programs to support our strategic initiatives and product development efforts. The teams’ goal is to leverage both the strengths of our existing business model and expand into new markets where we enhance the capabilities we offer our customers in the wealth management space. You will have the opportunity to work on the firm's highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will gain a full understanding of, and the ability to explain, all business aspects of our products/platforms while working with numerous business units across the firm. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.

Responsibilities:

• Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships with institutions and M&A opportunities

• Formulate the strategic assessment, operational build-out, and implementation of onboarding new affiliation models (i.e. business lines/channels)

• Create business product requirements for development teams

• Prepare best-in-class reports and presentations related to LPL’s strategic plays, potential M&A transactions, and growth initiatives that are SVP+, C-Suite, and Board ready

• Assist in the management of strategic initiatives and projects that are undertaken in an efficient and effective manner

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 5-10 years of experience in management consulting, product management corporate strategy, or project management within a financial services or related FinTech firm

• 5+ years of experience with technical consultation experience with design mapping and technical solution delivery.

• 3-5 Years of experience presenting to senior leadership and creating presentation documentation.

• Demonstrated experience with large scale change management/large conversion project experience.

• 3-5 years of project management experience utilizing Agile and/or Waterfall methodologies.

• Excellent Microsoft Office experience (PowerPoint especially)

Core Competencies:

• Ability to create "customer journeys" to identify opportunities, improve processes, and secure buy-in to execute on future state workflows

• Ability to understand and communicate high-level strategy and break-down business models to their fundamentals

• Ability to breakdown problems into logical steps and implement “low-fidelity,” near-term solutions, functional and business requirements, and enable product partners to solution by defining scalable, long-term solutions that can be achieved with the help of our partners along the way

• Drive discussions with senior leaders to gain buy-in for the creation or adaptation of new business solutions, using your understanding their goals and incentives to drive alignment

Preferences:

• MBA, CFP, or CFA preferred

• FINRA Licenses or industry designations 

• Bachelor’s degree in a related field

Pay Range:

$110,800.00 - $184,600.00

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. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer!

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.