AVP, Operations

LPL Financial•Charlotte, NC

About The Position

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: The Assistant Vice President for Retirement Partners team, Platform Operations role, will report directly to the Vice President and be a member of the Retirement Partners business unit. The position will support complex advisor relationships and other initiatives through planning, tracking and execution of projects of varying scale and complexity.

Requirements

3-5 Years of experience within the Retirement Plan space.
Advanced Knowledge of MS Office Suite
Client facing experience in the financial industry (Advisor or Institution)
Exceptional verbal and written communication skills, including ability to effectively communicate with internal and external customers
Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its’ objectives
Outstanding relationship building skills
Ability to work and communicate effectively with all levels of management
Be a self- starter that is able to work independently
Have a proven track record in successful presentations and task management
Ability to collaborate and work across a large and highly matrixed organization and collaborate/influence as appropriate
Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service
Articulate, confident, driven professional with the ability to work with like-minded professionals in a results-oriented, fast paced growing environment
History of business to business relationship management success
High level of integrity and highest ethical standards with an innate ability to build trust
Personal confidence with leadership capabilities
Highly polished, professional presentation skills to the highest levels in the organization and the ability to frame complex issues
Strong work ethic while comfortable being a role model for others

Nice To Haves

Education: BA, BS or MBA or related business experience preferred not required
Visio a plus
Experience in Advisor facing technologies or processes a plus

Responsibilities

Develop strong business relationships across the enterprise to enable a strong mutual understanding of risks and opportunities while also achieving close alignment on business needs.
Thrive in a team atmosphere and has the confidence to adjust and adapt as priorities change.
Build and maintain relationships with clearing business partners at LPL, including the consulting teams and CLR (Compliance, legal, risk) partners, along with key stakeholders.
Strong organization acumen, self-starter and the ability to work with minimal supervision.
Maintain consolidated timeline view of related projects.
Run and manage LPL departmental meetings for RP team.
Manage the process and completion of Platform Monthly Dashboard for various stakeholders.
Present to leadership on various updates, initiatives, & projects.
Coordination and distribution of key required relationship reporting; ensuring the contents, owners and schedules are kept current.
Management of group mailboxes and calendar.
Management of OPA (participant level advice) process to support advisors and M&A initiatives related to the 403b plan space.
Complete and compile presentations for the executives and leadership of Retirement Partners.
Complete ad-hoc assignments that assist in development and implementation of strategies and new processes.
Review existing business processes to identify areas of improvement.
Assist in developing, improving and revising processes for continual improvement.