LPL Financial
AVP, Business Design & Solutioning
LPL Financial, San Diego, California, United States, 92189
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? 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.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 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.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 break down 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.Drive discussions with senior leaders to gain buy-in for the creation or adaptation of new business solutions.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.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.
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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 break down 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.Drive discussions with senior leaders to gain buy-in for the creation or adaptation of new business solutions.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.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.
#J-18808-Ljbffr