VP, Business Solutioning
About The Position
LPL Financial is seeking a VP to join our Business Design & Solutioning team within the Client Success group. As a trusted partner, you will drive solutions, lead cross-functional teams, and contribute to deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, strategic partnership engagements, and our organic growth strategy. The ideal candidate for this role possesses a combination of strong business acumen, a consulting mindset, and expertise in software, product, and financial knowledge. You will assist in the development and delivery of new business lines, software tools, and the integration of strategic partnerships and M&A opportunities. Additionally, you will ensure continuous improvements to our advisor-facing products, aiming to excite our advisor base, lead the market, and attract additional business. This team focuses on institution product and program management, specifically the execution of large cross-functional programs to support our strategic initiatives and product development efforts.
Requirements
- Bachelor’s degree in a related field required
- Minimum 7 years of experience within the wealth management industry, including roles in management consulting, digital transformation, client experience, or project management.
- 7+ years of experience delivering business efficiency and transformation initiatives, including process/design mapping, execution of technical solutions in complex environments, and creating presentation documentation.
- Proven experience in strategy development and implementation within the wealth management or financial technology sectors.
- Strong ability to create and optimize customer journeys.
- Excellent skills in communicating high-level strategies and breaking down business models.
- Proficiency in problem-solving and implementing both near-term and long-term solutions.
- Exceptional ability to engage, align with, and present to senior leadership.
- Strong analytical and interpersonal skills.
Nice To Haves
- People leadership experience
- MBA preferred
- FINRA licenses or industry designations
Responsibilities
- Assist in the project management of strategic initiatives and projects, ensuring they are undertaken in an efficient and effective manner.
- Break down complex problems into logical steps, implementing near-term, low-fidelity solutions, and defining scalable, long-term solutions in collaboration with product partners.
- Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships and M&A opportunities.
- Formulate strategic assessments, operational buildouts, and implement onboarding for new affiliation models (e.g., business lines/channels).
- Create detailed business product requirements for development teams to ensure alignment with strategic goals.
- Prepare best-in-class reports and presentations related to strategic plays, potential M&A transactions, and growth initiatives, ensuring they are ready for SVP+, C-Suite, and Board review.
- Understand and articulate high-level strategies, breaking down business models to their core fundamentals.
- Drive discussions with senior leaders to gain buy-in for new business solutions, leveraging your understanding of their goals and incentives to drive alignment.
- Ability to design and map out customer journeys to identify opportunities, enhance processes, and secure buy-in for executing future state workflows.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Manager
