LPL Financial

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

LPL Financial is seeking an AVP to join our Business Design and Solutions team within LPL’s Customer Success team. As an assisting partner of Business, Technology, and Product orgs, you will support strategy, solution ideation, and contribute to the deep and thoughtful analysis which enables our leadership team to make informed decisions regarding CRM. You will work closely with our VP of Business Transformation and our CRM Product Teams.

The ideal candidate for this role has a combination of strong analytical skills, a consulting mindset, CRM processes- and software knowledge, as well as experience in the financial services industry.

This team within Business Strategy and Growth focuses on capabilities which span business lines, product families, and business operations, which enable advisor journeys with a focus on optimization of the new client relationship, onboarding and ongoing client maintenance. You will have the opportunity to work on the firm's highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will gain a full understanding of, and the ability to explain, all business aspects of our products/platforms while working with numerous business units across the firm. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.

This role will help with the execution of our unified CRM strategy, focused on internal and external CRM. This critical evolution enables our advisors to build a more client-centric practice and enables streamlined operations for advisors and their clients, while facilitating speed-to-action for everyday activities, allowing advisors to spend more time with their clients, and less time on administrative tasks. In addition, these capabilities will empower cleaner and more efficient reporting, increased insights into client relationships, portfolios, and products as well as enable refine the way LPL creates relationship level views.

Responsibilities:

What will you do as the AVP, Business Design & Solutioning, Business Transformation and CRM?

• Collaborate on internal workstreams to support strategy and decision-making specific to the CRM
• Partner with teams focused on CRM capabilities, Account Lifecycle Management, Data Transformation, and Operational Enablement, ensuring cohesive planning while maintaining focus on our cross functional outcomes and journeys.
• Engage with Business subject matter experts within Legal, Compliance, and Investment products to sus-out critical business requirements and outcomes, supporting the Product teams in the development of clear acceptance criteria and backlogs which will enable a cohesive solution set.
• Demonstrate analytical skills to support our strategy and outcomes.
• Work closely with cross-functional teams, including sales, marketing, product, technology, and operations, to assist in executing on partnership objectives and goals
• Stay current on industry trends and developments and incorporate this knowledge into the analytical findings around design and solutioning.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

What skills, experiences, and education are advantageous?

• Strong understanding of the financial services industry, including regulations and compliance requirements
• Experience working with large financial services institutions.
• Demonstrated experience working with client or account sales journeys within financial services, with specific knowledge relating to CRM tools, digital experiences, client relations and sales efficiency.
• Highly skilled in PowerPoint, process mapping tools such as Miro/Mural/Lucid or equivalent. Experience in data visualization is preferred.
• Bachelor’s degree in a related field.
• 5 years' product management, management consulting, corporate strategy, or project management preferably within a financial service or related FinTech firm.
• Ability to effectively work on multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment
• Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and hunger to contribute to a growing team in a start-up-like atmosphere
• Robust analytical skills with an ability to identify relevant data, strong data visualization skills that translates into strong presentation building displaying findings in a clear and actionable manner
• Proactive problem solver, expected to present problems and recommendations simultaneously
• Ability to travel as needed
• The preferred candidate will be local to an LPL corporate office, preferably Fort Mill, SC.

Core Competencies:

What does your success look like in the first 90 days?

• Immersing yourself and learning as much as you can about the nuances of team processes and tools, the industry, company, and our CRM systems across LPL.
• Bringing fresh perspective, ideas, and critical thinking, consistently asking questions and pushing for progress over perfection

#LI-PA

Pay Range:

$109,388-$182,313/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. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• 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. Learn more here!

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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