What are the responsibilities and job description for the VP, Business Line Strategy W2 position at LPL Financial?
Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!
Job Overview :
This role will join the Business Strategy and Innovation (BSI) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, enterprises, and institutions. BSI plays a critical role in setting and executing our firm's strategic direction and developing powerful business services that help our clients succeed.
Our Advisor Business Strategy group is responsible for the development and efficacy surrounding different LPL business models that serve independent-minded financial advisors. The home office team is looking to hire a mid-senior leader to support the high efficacy growth environment of our employee advisor channel.
Reporting to the SVP W2 Advisor Business Line Strategy, we seek someone with experience and a comprehensive understanding of the advisor-mediated financial advice space. The role is ideal for an individual interested in helping an earlier stage business line mature within the organization.
Responsibilities :
- Help create and support a multi-year growth plan for our Independent employee channel.
- Lead work surrounding our major change initiatives of model experience, profitability, and growth.
- Work with the corporate finance department to budget, measure, and track offering financials / P&L.
- Collaborate with key stakeholders across HR, corporate real estate, and operations to build out the "employee platform" for our growing employee advisor population.
- Build out various operations and procedures to support and scale the W-2 platform.
- Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model.
- Work with partners to expand our addressable market inside and outside of LPL.
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 can execute in a way that encourages creativity and continuous improvement
Requirements :
Core Competencies :
Preferences :
Pay Range :
144,525-$240,875 / year. Actual base salary varies based on factors including skill, prior experience, education, and geographic location. LPL's Total Rewards package is highly competitive, designed to support your success at work, home, and play.
Company Overview :
LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions. Today, LPL is a leader in the markets we serve, serving over 23,000 financial advisors nationwide.
At LPL, independence means that advisors have the freedom to choose the business model, services, and technology resources that allow them to run a thriving business.
Join LPL Financial : Where Your Potential Meets Opportunity
At LPL Financial, we believe everyone deserves objective financial guidance. We offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Join the LPL team and help us make a difference. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews :
LPL will only communicate with applicants 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 payment or information regarding an applicant's bank or credit card.
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Salary : $144,525 - $240,875
