AVP, Client Solutions & Business Design

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

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.