VP, Strategic Initiatives & Projects

Are you someone with a professional background in finance or consulting? Are you a strategic thinker with excellent analytic capabilities and experience? Are you looking to focus on large strategic transformations, mergers & acquisitions, and strategy space? If so, then this could be the role for you!

LPL Financial is seeking a Vice President in our Business Design and Solutioning team to help articulate and solve strategic business opportunities that arise. This role will be working across a broad spectrum of stakeholders including executive leaders, our advisor and institution clients, and their peers throughout the firm. Not only will the role have discrete responsibilities, but also will be tasked with tackling ad-hoc topics as they arise. The ideal candidate will be able to effectively frame questions, challenges, and opportunities, both qualitatively and quantitatively, for discussion, consumption, and driving to decisions by different stakeholders and constituents.

Responsibilities :

For key business initiatives, be able to frame scope, goals, and deliverables that support business needs in collaboration with all stakeholders

Competent in strategic consulting and change management practices with the ability to represent complex issues appropriately to various audiences and to frame and translate undeveloped or undefined ideas into presentations to trigger decision-making, actionable requirements, and plans

Excellent verbal and written communication skills and presentation ability, especially to executive management, with the ability to convey complex issues in understandable forms to various audiences

Create documents, frameworks, and analysis (quantitative and qualitative) to help solution critical business issues

Assist in proactively communicating initiative details across all levels of the organization and across multiple departments in a clear and concise manner

Identify opportunities for improvement and make recommendations for change within the current ecosystem

Synthesize data and insights into executive presentations to facilitate business decision making

Support and drive ad-hoc special projects / analyses that cut across the broader LPL organization

Ability to multitask, prioritize and manage multiple projects

Detail oriented and organized with the ability to be comfortable in ambiguous and challenging situations

Build strong partnerships across all teams

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 demanding environment, are client-focused, team-oriented and can execute in a way that encourages creativity and continuous improvement.

Requirements : Bachelor’s degree.

5 years’ experience in strategic consulting and / or strategic program management within financial services

Direct experience in dealing with interested parties to gather feedback and share ideas.

Proven track record of coordinating large-scale efforts across multiple business units and interested parties.

Core Competencies :

Demonstrated ability to develop, iterate, and execute strategies and plans.

Excellent written and verbal communication skills as well as strong quantitative and analytical skills.

Ability to adapt to change, work independently and as part of teams, and manage initiatives to deliver results within tight timeframes.

Preferences :

Wealth management experience a plus, not required.

MBA preferred.

LI-PA

Pay Range :

141,200.00 - $235,300.00Actual 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!

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.

Salary : $141,200 - $235,300