AVP, Business Management - Wealth Management

Position Summary:

The AVP of Business Management will support the VP, Chief of Staff, and the MD, Head of Wealth Management, in driving strategic initiatives, project managing key projects, and ensuring the efficient operation of the Wealth Management organization. This role requires a proactive, detail-oriented individual with strong organizational and communication skills, and a background in financial services.

Key Responsibilities:

• Strategic Support: Assist the VP, Chief of Staff, in developing and executing strategic plans and initiatives.
• Project Management: Oversee and manage key projects, ensuring timely completion and alignment with organizational goals.
• Communication: Serve as a liaison between the VP, Chief of Staff, and other departments, facilitating effective communication and collaboration.
• Data Analysis: Analyze data and prepare reports to support decision-making processes.
• Meeting Coordination: Organize and coordinate meetings, including preparing agendas, taking minutes, and following up on action items.
• Stakeholder Engagement: Build and maintain relationships with internal and external stakeholders to support the Wealth Management division’s objectives.
• Continuous Improvement: Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, or a related field.
• 3-5 years of experience in a similar role within the financial services industry.
• Strong project management skills with the ability to manage multiple priorities.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Analytical mindset with the ability to interpret and present data effectively.
• High level of discretion and confidentiality.

Preferred Qualifications:

• MBA, or relevant advanced degree/designation.
• Experience in wealth management or a related field.
• Knowledge of financial regulations and compliance requirements.

Competencies:

• Leadership: Demonstrates the ability to lead and influence others.
• Problem-Solving: Strong analytical and problem-solving skills.
• Adaptability: Ability to adapt to changing priorities and work effectively under pressure.
• Collaboration: Works well in a team environment and fosters a collaborative culture.
• Attention to Detail: Meticulous attention to detail and accuracy.

#LI-PA

Pay Range:

$99,200-$165,300/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!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. !

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !

• Community Focus: We care for our communities and encourage our employees to do the same. !

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !

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.

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