AVP, Business Design & Solutioning – Client Solutioning

LPL Financial; Fort Mill (SC); On-site; USD 115,000 - 192,000; Full time

Job summary

LPL Financial seeks an AVP to join our Client Solutioning team within Client Success. You will lead cross-functional initiatives, deliver strategic client solutions, and partner with internal and external stakeholders to drive outcomes for advisor and institutional clients.

The role requires strong business acumen, consulting mindset, and the ability to translate complex challenges into actionable plans that create value and growth for the firm and its clients.

Qualifications

• Bachelor’s degree required with strong analytical capabilities.
• 5+ years in management consulting, product management, corporate strategy, or project management.
• Experience in financial services or FinTech preferred; ability to manage multiple initiatives in a fast-paced environment.

Responsibilities

• Develop creative and innovative solutions for the firm’s largest independent and institutional clients and high-value prospects that address complex business challenges and drive substantial value creation
• Drive due diligence, technology consulting initiatives, and integration activities to support strategic partnership opportunities
• Drive the strategic alignment of client priorities and initiatives through ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program execution
• Collaborate across the firm to gain/maintain alignment on vision, strategy, and performance to client goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to demonstrate the value proposition to clients
• Develop and implement roadmaps, plans, and metrics to communicate progress, risks, and execution approaches, and create best-in-class reports and presentations related to client priorities and initiatives
• Actively anticipate, identify, and manage risks within position scope and at the company, and raise issues to appropriate levels for attention and transparency
• Coach, mentor, and help drive a high-performing team to deliver on objectives
• Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading adviser and institution experience in a way that encourages creativity and continuous improvement
• Provide analysis and project management on a variety of strategic initiatives impacting Affiliation Models and Institutional Clients and assist in creating and implementing best practices for project implementation and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Confluence, and AHA!

Skills

Management consulting

Product management

Corporate strategy

Project management

Cross-functional collaboration

Education

Bachelor's degree

Tools

PowerPoint

Excel

Smartsheet

Jira

Confluence

Box

Aha!

Job description

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 Client Solutioning team within Client Success. As a trusted business partner, you will be a part of an innovative, high-performing team to develop solutions, drive outcomes, lead cross-functional teams, and deliver value to new and existing advisor business lines and institutional partners. 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 work closely with our strategic Business Owners, Product & Platform Strategy, Client Success, Legal/Risk, Technology, and other internal departments and external partners. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to enable our advisors and institutions to partner, operate, engage, grow, and thrive in a manner that is superior to other platforms.

The ideal candidate for this role is solution-oriented and passionate about delivering results, and has a combination of strong business acumen, a consulting mindset, and industry knowledge to assist with the development and delivery of new business solutions, tools, and integration of strategic partnerships. Additionally, you are a strategic thinker with excellent analytical capabilities, problem solving skills and a customer centric approach with the goal of exciting our advisor base, leading the market, and attracting additional business.

Responsibilities:

• Develop creative and innovative solutions for the firm’s largest independent and institutional clients and high-value prospects that address complex business challenges and drive substantial value creation
• Drive due diligence, technology consulting initiatives, and integration activities to support strategic partnership opportunities
• Drive the strategic alignment of client priorities and initiatives through ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program execution
• Collaborate across the firm to gain/maintain alignment on vision, strategy, and performance to client goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to demonstrate the value proposition to clients
• Develop and implement roadmaps, plans, and metrics to communicate progress, risks, and execution approaches, and create best-in-class reports and presentations related to client priorities and initiatives
• Actively anticipate, identify, and manage risks within position scope and at the company, and raise issues to appropriate levels for attention and transparency
• Coach, mentor, and help drive a high-performing team to deliver on objectives
• Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading adviser and institution experience in a way that encourages creativity and continuous improvement
• Provide analysis and project management on a variety of strategic initiatives impacting Affiliation Models and Institutional Clients and assist in creating and implementing best practices for project implementation and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Confluence, and AHA!

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

• Bachelor’s degree in a related field
• 5 years of experience in management consulting, product management, corporate strategy or project management preferably within a financial services or related FinTech firm
• Experience effectively manage 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

Core Competencies:

• Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and ability to work in a cross-functional team and drive outcomes without having direct authority
• Strong analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of the larger organization, influencing leadership based by presenting findings in a clear and actionable manner
• Expert communication skills, both written and oral, with the ability to engage and present materials to our business leaders and clients across all levels of the organization
• Demonstrated business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases
• Strong consensus-builder who drives change across initiatives with a history of delivering across cross-functional teams and business leaders to develop, execute, and implement strategies across business models

LI-PA

Pay Range:
$115,275-$192,125/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.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.

For further information about LPL, please visit www.lpl.com.

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.

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 [phone].