Vice President, Institution Business Line Strategy

LPL Financial • Fort Mill, SC

235d • $141,188 - $235,313

About The Position

This role will join the Business Strategy and Innovation (BSI) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises and institutions. BSI plays a critical role in everything from setting and executing on our firm's strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client's day to day experience in everything we do, we seek to proactively identify and address our clients' most significant challenges. Together, the BSI team works to establish LPL as the model of choice in Wealth Management. Growth Strategy & Business Management is a horizontal function that identifies and executes on new growth opportunities across the channel and supports the strategic direction of the business line with partners and leaders across the Firm. This team is instrumental in allowing LPL 'meet institutions where they are' so that we can personalize the growth strategy of every institution and provides strategic guidance to the business line and the Firm at large to inform future expansion of the channel. Reporting to the Vice President of Growth Strategy and Business Management, this role is highly visible, providing an emerging senior leader with a platform and the autonomy to organize and drive firm-wide change. You will work directly with senior leaders of the business line, a myriad of partner leaders, and support strategic dialogs at the most senior levels of the Firm.

Requirements

• 7+ years of experience in financial services or management consulting
• Commercially-oriented strategic thinker - Passion for understanding how and why business ventures work (or don't) with the ability to identify data to model and test hypotheses
• Process-driven - Takes a structured approach to problem solving, starting with hypotheses and identifying key milestones, partners and data needed to thoroughly and thoughtfully solve problems
• Storyteller with expert PowerPoint presentation abilities - Natural ability to build professional and concise presentations with a focus on telling clear, succinct and compelling stories to drive alignment with senior audiences
• Independent operator — Ability to take executive-level questions or assignments and proactively develop a perspective to answer the question or progress the work in a timely manner
• Highly organized - Uses tools and systems to manage multiple projects with varying deadlines such that progress can always be articulated relative to completion and delays can be proactively identified and communicated

Nice To Haves

• Finance Services industry experience - Experience in the in Financial Services industry working for a bank, large asset manager, or consulting firm; specific experience in Wealth Management a plus

Responsibilities

• Shape the strategic direction of the institution business line in partnership with the head of institution business line strategy and other leaders across the Firm
• Lead executive reporting to run the business, building out scalable templates and processes to translate business data into clear articulations of performance, growth and profitability that helps leaders better understand the business from top-line down to individual segments
• Spearhead data-driven research and summarization for business line leadership to support everything from new opportunity identification to sizing to growth estimation to profitability analysis
• Support socialization of institution business initiatives and results to Firm Management by implementing rigorous processes around the creation of materials for senior executive audiences that summarize goals, progress and insights

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities