AVP, Advisor Business Lines Business Management

Are you naturally inquisitive and driven towards process design? Are you excited about the opportunity to lead strategic initiatives and business management across all of LPL’s advisor affiliation models? Are you an out-of-the-box thinker with a passion for innovating and excellence and a deep understanding of financial advisors? If so, the Assistant Vice President, Advisor Business Lines role could be for you!

Job Overview:

The Assistant Vice President, Advisor Business Lines will join our innovative, entrepreneurial, high-performing Advisor Business Line Strategy team that is leading the evolution of LPL’s go-to-market strategy with advisor affiliation models. The successful candidate must be able to multi-task, possess excellent interpersonal skills, be highly analytical, and a have commitment to client satisfaction and success. The AVP should thrive in a fast paced environment focused on driving outcomes against challenging deadlines and multiple priorities and will be expected to contribute ideas and support the execution of both tactical and strategic plans.

We are seeking a highly skilled Project Manager with a background in working with financial advisors to manage cross-functional projects, optimize workflows, and drive data-driven decision-making for LPL’s Advisor affiliation models. The ideal candidate will have a blend of project management and data analytics expertise. This candidate will manage a variety of projects, some which will lean heavily on data to inform strategy and execution.
Responsibilities:

Project Planning & Execution:

• Lead end-to-end management of multiple projects, from initiation to delivery, ensuring alignment with business objectives.

• Develop project plans, timelines, milestones, and reporting, and coordinate with internal and external stakeholders.

• Monitor project progress and adjust plans as needed to meet deadlines and ensure successful outcomes.

• Collaborate with cross-functional teams, including business line strategy teams, data analysts, and other key stakeholders to ensure smooth project execution.

• Serve as a key point of contact for stakeholders, providing regular updates and managing expectations.

• Identify potential project risks related to data, technology, and timelines; recommend and/or create mitigation strategies.

• Balance competing priorities across numerous advisor affiliation models to ensure distinct differentiation is being achieved for LPL

Data Analytics & Reporting:

• Leverage data to define project goals, identify opportunities for process improvements, track performance metrics, and to assist the Advisor Business Line teams with making data driven strategic decisions

• Conduct in-depth analysis to identify risks, trends, wins, and potential issues, providing actionable insights for the Advisor business lines.

• Develop dashboards, reports, and presentations to communicate to senior leadership and executive stakeholders.

 
Process Improvement & Optimization:

• Use data to assess current processes, recommend improvements, and implement optimized workflows.

• Develop best practices and standardized procedures and/or infrastructures for the supported models to follow.

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:

• 5+ years of experience in project management or similar role with a background in financial services. A background working directly with financial advisors is a plus.

• Proven experience managing multiple projects simultaneously.

• Understanding of data analysis techniques and tools

• Proficiency in project management tools (e.g. Smartsheet)

Preferences:

• Excellent communication, presentation, and stakeholder management skills.

• Ability to work cross-functionally and manage teams in a fast-paced environment.

• Strong analytical, organizational, and time management abilities.

• Superior analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization and present findings in a clear and actionable manner

• Team-player with a positive can-do attitude, with an ability to both contribute meaningfully as an individual and inspire and influence key functional partners in a fast-paced environment.

#LI-PA 

Pay Range:

$90,200.00 - $150,300.00
 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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