AVP, Advisor Business Lines Business Management

Job Overview :

The Assistant Vice President, Advisor Business Lines will join our innovative, entrepreneurial, high-performing Advisor Business Line Strategy team that is leading the evolution of LPL’s go-to-market strategy with advisor affiliation models. The successful candidate must be able to multi-task, possess excellent interpersonal skills, be highly analytical, and a have commitment to client satisfaction and success. The AVP should thrive in a fast paced environment focused on driving outcomes against challenging deadlines and multiple priorities and will be expected to contribute ideas and support the execution of both tactical and strategic plans.

We are seeking a highly skilled Project Manager with a background in working with financial advisors to manage cross-functional projects, optimize workflows, and drive data-driven decision-making for LPL’s Advisor affiliation models. The ideal candidate will have a blend of project management and data analytics expertise. This candidate will manage a variety of projects, some which will lean heavily on data to inform strategy and execution.

Responsibilities :

Project Planning & Execution :

Lead end-to-end management of multiple projects, from initiation to delivery, ensuring alignment with business objectives.

Develop project plans, timelines, milestones, and reporting, and coordinate with internal and external stakeholders.

Monitor project progress and adjust plans as needed to meet deadlines and ensure successful outcomes.

Collaborate with cross-functional teams, including business line strategy teams, data analysts, and other key stakeholders to ensure smooth project execution.

Serve as a key point of contact for stakeholders, providing regular updates and managing expectations.

Identify potential project risks related to data, technology, and timelines; recommend and / or create mitigation strategies.

Balance competing priorities across numerous advisor affiliation models to ensure distinct differentiation is being achieved for LPL

Data Analytics & Reporting :

Leverage data to define project goals, identify opportunities for process improvements, track performance metrics, and to assist the Advisor Business Line teams with making data driven strategic decisions

Conduct in-depth analysis to identify risks, trends, wins, and potential issues, providing actionable insights for the Advisor business lines.

Develop dashboards, reports, and presentations to communicate to senior leadership and executive stakeholders.

Process Improvement & Optimization :

Use data to assess current processes, recommend improvements, and implement optimized workflows.

Develop best practices and standardized procedures and / or infrastructures for the supported models to follow.

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 years of experience in project management or similar role with a background in financial services. A background working directly with financial advisors is a plus.

Proven experience managing multiple projects simultaneously.

Understanding of data analysis techniques and tools

Proficiency in project management tools (e.g. Smartsheet)

Preferences :

Excellent communication, presentation, and stakeholder management skills.

Ability to work cross-functionally and manage teams in a fast-paced environment.

Strong analytical, organizational, and time management abilities.

Superior analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization and present findings in a clear and actionable manner

Team-player with a positive can-do attitude, with an ability to both contribute meaningfully as an individual and inspire and influence key functional partners in a fast-paced environment.

LI-PA

Pay Range :

90,200.00 - $150,300.00Actual 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!

Salary : $90,200 - $150,300