LPL Financial
VP, Operations Strategy
LPL Financial, Fort Mill, South Carolina, United States, 29715
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 18,000 financial advisors, 800 institution-based investment programs and 450 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 Operations organization at LPL is seeking a Vice President, Operations Strategy who will be responsible for supporting strategic planning and execution specific to the long-term transformation of the Operations business unit through their work with senior and executive-level leaders. The ideal candidate will bring a demonstrated track record of influencing senior leadership, collaborating across stakeholder groups and leading key change efforts as well as critical skills in developing and leading high-performance teams.
Responsibilities:
Assist in developing Operations-wide strategy: Partner with leadership team to establish organization level target state vision which will serve as the anchor for all go-forward functional and investment strategies by initiative.Validate and track initiative level strategies: Review proposed strategies and the associated governance processes to ensure OKRs are clearly defined and accompanied by a thoughtful approach for success monitoring.Refine execution level strategies: Gain a deeper understanding of the current Operations functional taxonomy and identify opportunities to improve business outcomes while also surfacing wins to executive leadership.Create portfolio management process: Ensure investments are in activities that will drive the greatest business value and will support our overall business transformation objectives.Optimize suite of Operating metrics: After aligning on the right level of success metrics with leadership team, partner with the Data and Analytics team to establish an automated process for capturing key qualitative data points on a regular basis.Support development of executive level updates: Establish a repeatable process for efficiently creating updates for executive leadership including the CEO, CFO and other executive level partners.Act as Cross Org Liaison: Leverage existing relationships with Product and Business Development teams to ensure all levels of Ops strategy are inclusive of actionable insights from client feedback and prospect pipeline requirements.
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:
BA/BS in Business, Finance, Accounting, Information Systems or related field.7+ years of experience with strategic planning, executive-level communication and project management.
Core Competencies:
This candidate should be a strategic thinker, effective and succinct communicator, problem-solver, highly motivated and thrives in a changing environment.A proven history of building and maintaining excellent relationships and partnering with executives at all levels to help drive change.Very strong deck building and storytelling skills; background in visual design and telling stories with data a plus.Attention to detail and ability to manage multiple projects simultaneously.
Preferences:
Consulting background and experience.Familiarity with Lean Management practices.
Pay Range:
$128,400-$192,600/year. 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.
Want to hear from our employees on what it’s like to work at LPL? Watch this! 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.
#J-18808-Ljbffr
Job Overview:
The Operations organization at LPL is seeking a Vice President, Operations Strategy who will be responsible for supporting strategic planning and execution specific to the long-term transformation of the Operations business unit through their work with senior and executive-level leaders. The ideal candidate will bring a demonstrated track record of influencing senior leadership, collaborating across stakeholder groups and leading key change efforts as well as critical skills in developing and leading high-performance teams.
Responsibilities:
Assist in developing Operations-wide strategy: Partner with leadership team to establish organization level target state vision which will serve as the anchor for all go-forward functional and investment strategies by initiative.Validate and track initiative level strategies: Review proposed strategies and the associated governance processes to ensure OKRs are clearly defined and accompanied by a thoughtful approach for success monitoring.Refine execution level strategies: Gain a deeper understanding of the current Operations functional taxonomy and identify opportunities to improve business outcomes while also surfacing wins to executive leadership.Create portfolio management process: Ensure investments are in activities that will drive the greatest business value and will support our overall business transformation objectives.Optimize suite of Operating metrics: After aligning on the right level of success metrics with leadership team, partner with the Data and Analytics team to establish an automated process for capturing key qualitative data points on a regular basis.Support development of executive level updates: Establish a repeatable process for efficiently creating updates for executive leadership including the CEO, CFO and other executive level partners.Act as Cross Org Liaison: Leverage existing relationships with Product and Business Development teams to ensure all levels of Ops strategy are inclusive of actionable insights from client feedback and prospect pipeline requirements.
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:
BA/BS in Business, Finance, Accounting, Information Systems or related field.7+ years of experience with strategic planning, executive-level communication and project management.
Core Competencies:
This candidate should be a strategic thinker, effective and succinct communicator, problem-solver, highly motivated and thrives in a changing environment.A proven history of building and maintaining excellent relationships and partnering with executives at all levels to help drive change.Very strong deck building and storytelling skills; background in visual design and telling stories with data a plus.Attention to detail and ability to manage multiple projects simultaneously.
Preferences:
Consulting background and experience.Familiarity with Lean Management practices.
Pay Range:
$128,400-$192,600/year. 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.
Want to hear from our employees on what it’s like to work at LPL? Watch this! 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.
#J-18808-Ljbffr