Vice President, Product Strategy & Execution

Job Overview:

LPL Financial is seeking a Vice President for our Product team to support the strategy and execution of business objectives. This role will work closely with a broad spectrum of stakeholders including executive leaders and their peers across the firm. Responsibilities will include a combination of strategic planning, problem solving, and supporting ad-hoc initiatives as they arise. The ideal candidate will be able to effectively frame questions, challenges, and opportunities, both qualitatively and quantitatively, for discussion and consumption by executive audiences. In addition to assisting with the development of specific deliverables, the candidate must contextualize complex and complicated problems drawing from disciplines such as strategy development, business analysis, process management, operations, and systems analysis.

The VP will support the Product team in framing strategic initiatives as well as collecting, refining, and distributing executive-level updates. A successful candidate will possess strategic foresight and be skilled in engaging in high-level discussions with executive leadership. Additionally, the candidate must also understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.

Responsibilities:

• Leverage strong communication and presentation skills to synthesize complex issues into easily understandable forms to various audiences

• Summarize data and insights into executive-level presentations to facilitate business decision making

• Support the product delivery teams in articulating the commercial business value of technical platform enhancements

• Create executive briefing packs prior to key advisor visits and conferences

• Create / update Management Committee, Investment Committee and Board of Directors, monthly reviews, and other deliverables for leadership

• Assist in proactively communicating initiative details across all levels of the organization and across multiple departments in a clear and concise manner

• For key business initiatives, collaborate with stakeholders to frame scope, goals, and deliverables that support business needs

• Identify opportunities for improvement and make recommendations for change within the current ecosystem

• Collaborate with leaders, subject matter experts and users to communicate the proposed solution vision and analyze tradeoffs between usability and performance needs

• Create documents, frameworks, visions, and analysis (quantitative and qualitative) to help solution critical business issues

Requirements:

• Bachelor’s degree

• 5+ years’ experience in corporate strategy, strategic consulting and/or strategic program management

Core Competencies:

• Excellent written and verbal communication skills as well as strong quantitative and analytical skills

• Proven track record of coordinating large-scale efforts across multiple business units and interested parties

• Demonstrated ability to develop, iterate, and execute strategies and plans

• Experience dealing with interested parties to gather feedback and share ideas

• Ability to adapt to change, work independently and as part of teams, and manage initiatives to deliver results within tight timeframes

• Keen ability to manage large sets of tasks and able to prioritize and manage multiple projects requests of various size and scope

• Detail oriented and organized with the ability to be comfortable in ambiguous and challenging situations

• Ability to build strong partnerships across all teams

• Financial services experience a plus

 

Pay Range:

$132,000-$220,000/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. Your recruiter will be happy to discuss all that LPL has to offer!
 

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. 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.

EAC1.22.25