What are the responsibilities and job description for the AVP, Advisor Experience - Integrations position at LPL Financial?
Job Overview :
The AVP, Advisor Experience - Integrations will be working as part of LPL’s Liquidity & Capital team. They will work closely with the Corporate Development and Business Strategy teams to provide an exemplary experience to advisors seeking to guide their businesses through the next evolution. As part of the Liquidity & Capital offering, LPL seeks to offer an opportunity for advisors to monetize the valuable businesses they have built without disrupting the service they provide to clients today.
In addition to managing the advisor experience, this individual must be able to engage in strategic and operational discussions with our cross-functional business partners and the LPL executive team.
Responsibilities :
Responsible for ensuring the integration of the advisor’s business is seamless and prepares them to thrive in their new business environment
Design end-to-end advisor integration experience of this new model from the ground up by serving as lead point-of-contact through each phase of the M&A process – from due diligence through to the ultimate closing of the transaction
Partner with Corporate Development and Business Strategy teams to understand the prospect’s needs and plan for a seamless execution of the integration plan
Manage the relationship and provide hands-on support to the advisors in order to help them integrate their existing business into LPL’s platform seamlessly
Execute multiple client engagements simultaneously and multi-task in a fast paced environment
Identify opportunities and create solutions to expedite and improve the process
Promote efficient workflows and practice management resources by leveraging the right tools at the right time for the advisor
Understand, utilize, and stay current with our technology, industry best practices, financial markets, the regulatory environment, and the competitive landscape
Develop and maintain essential relationships across business units
Requirements :
4 years of experience in financial services preferably in client service, relationship management, or M&A integrations management
Requires subject matter-level knowledge of LPL, our technology, and the financial industry
Proficient in Microsoft Office applications, SmartSheet and Box
Up to 25% travel anticipated
Preferences :
M&A project experience preferred
Strong analytical and reporting skills, written and oral communications skills, as well as time management and organizational skills
Project management certifications, Series 7, compliance, sales, and relationship management experience preferred
Entrepreneurial mindset and critical thinker
Solution oriented and ability to adapt to an ever-changing environment
Pay Range :
107,600.00 - $179,400.00Actual 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 : $107,600 - $179,400
