VP, Alternative Investments Product Specialist

Remote Jobs; United States; Remote; USD 140,000 - 234,000; Full time

Job summary

A leading financial services firm is seeking a VP, Alternative Investments Product Specialist to support the implementation of their strategy for alternative investments. This role includes managing a team, collaborating with advisors, and ensuring a world-class alternative investments platform. Candidates should have significant experience in alternative investments and strong leadership skills.

Benefits

401K matching

Health benefits

Stock options

Paid time off

Qualifications

• 7-10 years' experience in alternative investments.
• Product or project management experience.
• FINRA Series 7 and 66 licenses.

Responsibilities

• Manage daily operations and team members on the Alternative Investments Product Specialist Desk.
• Lead the initial setup of the desk, including CRM and policies.
• Develop relationships with product sponsors and industry professionals.

Skills

Analytical skills

Problem-solving skills

Communication skills

Organizational skills

Education

Bachelor's degree

MBA or relevant graduate degree

Job description

VP, Alternative Investments Product Specialist

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:

As part of the alternative investments team within Wealth Management (WM), the primary responsibility of this role will be to support the implementation of the firm's strategy for alternative investments. This position reports to the VP, Head of Alternative Investments. This role involves building and managing a team of product experts, partnering with advisors, and collaborating with internal groups. It requires strong analytical, organizational, and problem-solving skills, as well as the ability to work within tight deadlines and adapt to changing priorities. The VP will contribute to delivering a world-class alternative investments platform for WM.

Responsibilities:

1. Assist and report to the VP, Head of Alternative Investments, managing daily operations and team members on LPL's Alternative Investments Product Specialist Desk
2. Lead the initial setup of the desk, including CRM, phone bank, policies, and procedures
3. Monitor and report on the progress of engagements, workflows, projects, and initiatives
4. Collaborate with internal stakeholders on strategic initiatives
5. Develop relationships with product sponsors and industry professionals to advance the firm's strategic vision
6. Continuously learn about LPL, our industry, products, and markets

What are we looking for?

We seek 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 clients succeed. We value creativity, continuous improvement, and a culture of shared success and joy.

Requirements:

• Bachelor's degree with 7-10 years' experience in alternative investments
• Product or project management experience, preferably in alternative investments
• Experience in advisor and/or client-facing roles
• Deep understanding of alternative investments, including asset classes, product types, wrappers, strategies, sponsors, and markets
• Strong analytical, problem-solving, and communication skills
• Ability to manage multiple projects simultaneously
• Excellent presentation and organizational skills
• FINRA Series 7 and 66 licenses

Core Competencies:

• High performance, initiative, and leadership in projects
• Self-motivation, high energy, perseverance, attention to detail, and investing passion
• Ability to ask questions and make decisions appropriately
• Strong communication skills to push complex tasks to successful outcomes
• Analytical skills, good judgment, tolerance for change
• Ability to meet deadlines and re-prioritize as needed
• Unimpeachable ethics, trust-building, and relationship skills
• Questioning and challenging standard answers and analysis

Preferences:

• MBA, PMP, or relevant graduate degree
• CFA, CAIA, or progress towards
• Experience in demanding environments with driven professionals
• Experience with cross-functional teams

Pay Range: $140,400 - $234,000/year. Actual salary varies based on skills, experience, education, and location. LPL offers a competitive Total Rewards package including 401K matching, health benefits, stock options, paid time off, and more. Your recruiter will discuss these with you.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is a leader serving over 23,000 financial advisors and institutions nationwide. We are committed to an advisor-mediated model, providing access to personalized guidance and independence for advisors and clients alike.

Join LPL Financial: Where Your Potential Meets Opportunity

We believe everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer cutting-edge technology, brokerage, and advisory services.

Why LPL?

• Innovative Environment: We foster creativity and growth with supportive leadership.
• Limitless Career Potential: Your career has no limits here.
• Unified Mission: One team, one mission—taking care of advisors and clients.
• Impactful Work: Make a real difference in our size-appropriate environment.
• Commitment to Equality: We support diversity and inclusion.
• Community Focus: We care for our communities and encourage employee involvement.
• Benefits and Total Rewards: Comprehensive packages to support your life at work and at home.

Join us and help turn life's aspirations into financial realities. Please log in or create an account to apply. Principals only. EOE.

Information on Interviews:

LPL communicates only from an @lplfinancial.com email and never conducts online chats or requests payment or banking info during interviews. For questions, contact our HR Solutions Center at [phone].