Vice President - Business Design & Solutions
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
LPL Financial is seeking a VP to join our Business Design and Solutions team within LPL's Customer Success team. As a trusted partner of Business, Technology, and Product orgs, you will drive strategy, solution ideation, lead cross-functional teams, and contribute to the deep and thoughtful analysis which enables our leadership team to make informed decisions regarding product development, large conversions, strategic partnerships, and our organic growth strategy. The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial services knowledge to assist with the development and delivery of new business lines, software tools, and integration of strategic partnerships. Additionally, you will ensure creative and continuous improvements to our advisor facing products - with the goal of invigorating our existing advisor base, leading the market, and attracting additional business. This team within Business Strategy and Growth focuses on capabilities which span business lines, product families, and business operations, which enable advisor journeys with a focus on optimization of the new client relationship onboarding and ongoing client maintenance. You will have the opportunity to work on the firm's highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will gain a full understanding of, and the ability to explain, all business aspects of our products/platforms while working with numerous business units across the firm. This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand. This role will be helping shepherd the delivery of a customer onboarding transformation, focused on the development of a Single Contract journey. This critical evolution enables our advisors to build a more client-centric practice and enables streamlined operations for advisors and their clients, minimizing paperwork requirements while facilitating speed-to-action for every day activities, allowing advisors to spend more time with their clients, and less time on administrative minutiae. In addition these capabilities will empower cleaner and more efficient reporting, increased insights into client level portfolios, and refine the way LPL creates relationship level views.
