VP, Advisory Programs

LPL Financial•San Diego, CA

About The Position

The Advisory Programs team within LPL’s Wealth Management Group delivers a competitive suite of managed account programs designed to meet the needs of advisors and investors. Our responsibilities include shaping and managing the platform and product offerings, overseeing pricing and revenue strategies, driving advisor and client adoption, and ensuring operational efficiency. Our mission is to provide a world-class wealth management platform that empowers advisors and their clients while delivering strong returns for the firm. The Vice President, Advisory Programs will be responsible for leading our Rep as PM program, which includes driving large initiatives to increase adoption and managing numerous technology improvements. This position requires significant experience leading advisory solutions, strong analytical skills, the ability to manage multiple bodies of rapidly evolving work simultaneously and creatively defining and executing plans to solve highly complex problems within a vertically integrated and dynamic organization. A successful candidate will demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of communicating program strategy and direction to executive leadership.

Requirements

10+ years business experience with advisory programs
Excellent communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues
Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives
Entrepreneurial perspective, self-starter, ability to work with minimal supervision
Exceptional problem solving and critical thinking skills
Project management / multi-tasking skills across different projects

Nice To Haves

5 plus years’ experience with Rep-As-PM
BA/MBA degree
Series 65, 66, 7 licenses
Background in client-facing experience, financial services, technology project management, and/or R&D a plus

Responsibilities

Create and maintain a three-year business plan for the Rep as PM program, including thematic planned enhancements to the advisory experience (e.g. advisor workstation, trading, supervision, etc.)
Generate economic revenue scenarios to remain competitive in the marketplace and improve overall advisory platform adoption
Take a problem, identify and recruit partners in relevant areas of the firm, then prioritize and implement solutions in a timely fashion
Lead the implementation of new offerings through the evaluation of prototypes and pilots and eventual launch and support of these new offerings
Leverage the organization to develop and execute detailed, tactical plans to enhance the advisory experience
Work closely with cross-functional teams to develop feature set priorities to execute and achieve the overall strategic program vision
Synthesize internal and industry data into themes and patterns to provide insights and data-driven recommendations
Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team
Achieve alignment by communicating decisions and outcomes to various levels throughout the organization
Create and deliver presentations for senior members of the organization
Complete ad-hoc assignments that assist in development and implementation of strategies and new processes
Provide research, analysis, project management and project support on a variety of strategic initiatives