AVP - Product Strategy & Operations

Are you a team player with a growth mindset? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

LPL Financial is seeking an Assistant Vice President for our Product team to support the development and execution of strategic 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, project management, 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 AVP 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 strategic 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 skills and presentation ability 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

• Direct experience in 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, not required

Pay Range:

$116,600.00 - $194,400.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.