LPL Financial
SVP, Retirement Partners
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? 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 21,000 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:
The Retirement Partners team within LPL’s Investment Management Solutions (IMS) group is responsible for delivering a highly competitive set of retirement solutions for plan-focused advisors, including the product offering and roadmap, pricing strategy, and promotional activities. The team’s goal is to enhance our advisor experience by enabling growth through an expanded focus beyond traditional plan business.
The role, Senior Vice President of Retirement Products and Platforms, will have general management and leadership responsibility of the Retirement Partners group that includes a product and platform team, an operations team, and a sales/consulting team. In addition, this role will work closely with LPL’s Research, Legal, Product Risk, Finance, Sales, Comprehensive Advice, and Marketing/Communication teams to collectively enable better plan and participant outcomes delivered through advisors.
This Role Will:
Support the execution and ongoing management of initiatives the Retirement Partners group is responsible for, working in collaboration with cross-functional departments. Contribute to the evolution of plan business to meet the needs of large institutional clients. Develop and launch new offerings that fuel net new plan growth. Expand offerings for Small Business Owner workplace benefits with NQDC and creation of Cash Balance Plan. Engage directly with advisors to seek feedback on products and articulate the roadmap in a way that is inclusive to holistic wealth management business. Provide leadership on a variety of retirement solution projects, including technology development within an agile framework methodology.
The position requires a candidate with broad retirement plan experience. The ability to lead and to operate in partnership with other teams within Business and Investment Solutions and across the organization is critical to the role. Experience with leadership in transforming and executing are baseline skills required of the role.
Responsibilities:
Act as a leader and strategic expert for all aspects of Retirement Partners Product and Platform offerings including BOR, 401k, NQDC, 403b, HSAs
Partner with other leaders in Investment Management Solutions to support departmental and firm-wide initiatives
Provide thought leadership to enhance/evolve LPL Retirement Product roadmap and commercialization strategy
Partner with product risk to improve our approach to ongoing monitoring. Own the resolution of specific issues with plan business
Track regulatory changes and industry/competitor developments in terms of product, pricing, policy, and platform experience within the retirement plan space
Provide expertise in the offerings and consult with Marketing and Communication team members on product attractiveness and change management
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: Bachelor's degree with a minimum of 10 years of related experience in the financial services retirement industry. Minimum of 5 years of leadership experience evaluating dynamic decisions and contributing recommendations that enhance product offerings In-depth knowledge and understanding of retirement ecosystem, products, institutional accounts, and industry regulations Core Competencies: Strong leadership skills with a team-oriented and collaborative approach to work with proven ability to deliver results Ability to engage advisors directly and use insights to inform broader business strategy Ability to lead projects in a matrix-managed fashion leveraging strong interpersonal and written communication skills Excellent design thinking, communication, and analytical skills Experience working in a demanding environment with highly driven professionals. Experience managing complex cross-team projects and processes. Excellent presentation skills, including advanced level PowerPoint skills, strong oral and writing capabilities; ability to clearly communicate compelling messages to senior managers and external business partners. Preferences: MBA or relevant graduate degree Pay Range:
$185,600.00 - $309,400.00 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. 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.
#J-18808-Ljbffr
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: Bachelor's degree with a minimum of 10 years of related experience in the financial services retirement industry. Minimum of 5 years of leadership experience evaluating dynamic decisions and contributing recommendations that enhance product offerings In-depth knowledge and understanding of retirement ecosystem, products, institutional accounts, and industry regulations Core Competencies: Strong leadership skills with a team-oriented and collaborative approach to work with proven ability to deliver results Ability to engage advisors directly and use insights to inform broader business strategy Ability to lead projects in a matrix-managed fashion leveraging strong interpersonal and written communication skills Excellent design thinking, communication, and analytical skills Experience working in a demanding environment with highly driven professionals. Experience managing complex cross-team projects and processes. Excellent presentation skills, including advanced level PowerPoint skills, strong oral and writing capabilities; ability to clearly communicate compelling messages to senior managers and external business partners. Preferences: MBA or relevant graduate degree Pay Range:
$185,600.00 - $309,400.00 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. 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.
#J-18808-Ljbffr