VP, Business Design & Solutions, ClientWorks Platform

LPL Financial; Fort Mill (SC); On-site; USD 145,000 - 242,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking a VP to join our Business Design & Solutions team within LPL’s Client Success organization. You will drive strategy, lead cross-functional teams, and enable informed decisions on product development, large conversions, and partnerships.

The ideal candidate has strong business acumen, consulting mindset, and knowledge of software, product, and financial services to deliver new tools and integrate partnerships.

Qualifications

• 7–10 years of experience in strategy, product, or program management in financial services.
• Experience with advisor workstations across web and mobile.
• Ability to manage multiple initiatives in a fast-paced environment.
• Strong collaboration and communication with senior leaders.

Responsibilities

• Drive strategy and solution ideation for ClientWorks across web and mobile.
• Lead cross-functional teams and prioritize opportunities.
• Partner with strategy, operations, risk, and compliance stakeholders.
• Provide timely, accurate commentary for leadership decisions.
• Transform advisor workstation with industry-leading user experiences.

Skills

Strategic thinking

Problem solving

Cross-functional collaboration

Wealth management knowledge

Clear communication

Stakeholder influence

Leading partnerships

Tools

ClientWorks

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 a VP to join our Business Design & Solutions team within LPL’s Client Success team. As a trusted partner of Business, Technology, and Product organizations, you will drive strategy, solution ideation, lead cross-functional teams, and contribute to the deep and thoughtful analysis which enables our leadership team to make informed decisions regarding product development, large conversions, strategic partnerships, and our organic growth strategy.

The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial services knowledge to assist with the development and delivery of new business lines, software tools, and integration of strategic partnerships. Additionally, you will ensure creative and continuous improvements to our advisor facing products – with the goal of invigorating our existing advisor base, leading the market, and attracting additional business.

This team within Business Design & Solutioning focuses on capabilities which span business lines, product families, and business operations, which enable an industry leading advisor workstation experience. 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 program management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.

This role will drive the delivery of an advisor workstation transformation, focused on the evolution of our advisor workstation, ClientWorks, across both web and mobile applications. This critical evolution enables our advisors to build more client-centric practices and enables industry leading user experiences for advisors and their clients.

Responibilites:

• Collaborate on internal workstreams to drive strategy and decision-making specific to ClientWorks web and mobile experiences.
• Provide thought leadership on key strategic issues impacting the organization; influence others by providing advice, counsel or persuasive communications
• Partner with teams focused on Unified Wealth, Client-Centricity, Data Transformation and Mobile ensuring cohesive planning while maintaining focus on our cross functional outcomes and critical journeys.
• Engage with Business subject matter experts across the firm to ensure clarity on critical business requirements and desired outcomes, supporting the Product teams in the development of clear acceptance criteria and backlogs which will enable a cohesive solution set.
• Demonstrate ownership of the ClientWorks Platform strategy and outcomes, taking direct action to ensure streamlined planning and execution while serving as a direct escalation path to address blockers and rally subject matter experts from across the firm to tackle complex challenges.
• Lead cross-functional teams in identifying and prioritizing opportunities based on business goals and strategies; collaborate with team members to develop creative solutions and implement plans
• Consult with corporate strategy, business leadership, operations, risk and compliance, and other key stakeholder groups to represent their perspective and business needs in the context of our strategic roadmaps.
• Contribute to a culture of collaboration, learning agility, and self-awareness; actively listen and ask questions to clarify expectations and seek feedback for continuous improvement
• Demonstrate strong understanding of industry landscape, competitors’ offerings, and emerging trends; apply this knowledge to develop innovative ideas and recommend actions

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 fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .

Requirements:

• Significant experience (7 – 10 years) demonstrating strategic thinking and problem solving abilities; ability to translate vision into actionable plans across product management, management consulting, corporate strategy, or program management preferably within a financial services, wealth management or related FinTech firm
• Experience working with large wealth management institutions and driving growth through strategic partnerships
• Demonstrated experience working with advisor workstations across both web and mobile
• Ability to effectively manage multiple initiatives/programs 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:

• Strong understanding of financial services and wealth management industry
• Proven track record of influencing leaders and building partnerships across organizations
• 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, evaluate business opportunities within the context of a larger organization, influencing leadership based on data-driven decisions by presenting findings in a clear and actionable manner
• Proactive problem solver, expected to present problems and recommendations simultaneously

Preferences:

• Ability to travel as needed
• The preferred candidate will be local to an LPL corporate office

Pay Range:

$145,388-$242,313/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
• 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].

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