AVP, Strategic Initiatives

LPL Financial•Boston, MA

About The Position

The LPL Strategic Initiatives team is seeking an AVP with a strong background in both strategy and project management to help LPL solve complex challenges and become the best firm in wealth management. As a trusted team member, you will analyze data to help develop strategic recommendations, lead cross-functional working groups to drive outcomes on key strategic initiatives, and act as a project manager across multiple workstreams to ensure that projects are advancing on schedule. The ideal candidate for this role has a combination of business acumen, wealth management experience, an entrepreneurial mindset, and project management experience to assist with the development and delivery of our strategy. A background in corporate strategy or consulting is a plus.

Requirements

3+ years of experience in management consulting, corporate strategy, or program & project management
Experience in the financial services / wealth management industry
Willingness and ability to travel, as needed (<10%)
Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
Competence in delivering results through a combination of individual contributions and partnering with other key team members across an organization broadly
Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results
Comfort with ambiguity and an ability to work independently with limited direction to meet the needs of the team

Nice To Haves

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

Responsibilities

Support strategic initiatives that promote address key opportunities LPL is facing, including initiatives focused on improving the advisor experience and strategic partnerships / engagements
Bring together market research, data analysis, and cross-functional team support to build business cases, draft strategic recommendations, and provide overviews on LPL’s performance across key dimensions
Translate our strategy into action plans leveraging an agile development method to help team execute in an iterative manner that allows for pivots as our strategy and the wealth management market shifts
Challenge the status quo to ensure that strategies are stress-tested and that LPL continues to evolve into an undisputed industry leader and disruptor
Build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions and new offerings to drive advisor satisfaction and growth
Effectively leverage data, voice of the client, and competitive intelligence to support story-telling in a way that paints a compelling picture that leads to cross-functional executive buy-in. This can be done through creative deck-building as well as taking a role in presenting to varied audiences
Work cross-functionally to understand advisor needs and address gaps in LPL’s current offerings to ensure we are continuously meeting the needs of our advisors