What are the responsibilities and job description for the AVP, Business Management position at LPL Financial?
Job Overview :
The AVP, Business Management must be a highly motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the Institution Client Success (ICS) Team. The primary responsibility of this role revolves around supporting a team of Success Managers - a proactive consultative team responsible for a growing client portfolio of institutions that operate a wealth management business and leverage LPL platforms. The AVP will focus their efforts on internal communications, business continuity planning, project management, and conference / event support. Cross functional collaboration between the various ICS stakeholders is key. In addition, this role will contribute to time-sensitive and ad-hoc projects and provide support to the Chief of Staff Office of the Executive Vice President.
Responsibilities :
Design, manage and execute internal communications strategy for the ICS team; draft and develop weekly updates; manage team calls around needed trainings, updates, etc.
Execute ad-hoc, time-sensitive communication needs to the ICS team.
Review external communications and marketing materials to ensure applicability to the institution audience; collaborate with stakeholders in Communications and Product Marketing
Manage Business Continuity Planning and Rapid Response initiatives.
Collaborate with Client Success counterparts to manage team on-boarding and training, including oversight and upkeep of LPL resources and tools relating to the Success Manager role.
Develop and execute project management plans for event & conference readiness; collaborate with ICS stakeholders on plan execution and communications.
Provide support for Hove Office Visits
Manage special projects such as process improvements, data analysis / compilation, presentations, report building, etc.
Drive cross-functional change efforts throughout ICS on behalf of the VP of Business Management and Chief of Staff
Develop materials and power point presentations.
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 or equivalent preferred; and 2 years of relevant experience
Proven ability to independently plan, organize, prioritize, and execute multiple work streams concurrently in a fast-paced environment to deliver outstanding results.
A client-centric mind-set and commitment to identifying opportunities to continually improve the client experience.
Strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization.
Advanced PowerPoint development skills
Core Competencies :
A commitment to constant self-improvement and a willingness to be coached.
Grace under pressure and a positive attitude
Sharp analytical thinking skills and intellectual curiosity
Strong communication skills (oral and written)
Proficient in MS Office Products : MS Teams, Power Point, Word, Excel, etc.; Proficient in SmartSheet
Project management experience
Communications experience (internal / external)
Strong attention to detail
Growth mindset
Preferences :
LI-Hybrid #LI-Onsite #LI-PA #FM #FortMill #FortMillSC #SC #SouthCarolina #SD #SanDiego #SanDiegoCA #BusinessManagement #FinancialServices #Financial
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
