VP, Financial Institution Strategy – Banks/Credit Unions

LPL Financial•Fort Mill, SC

7d•$145,436 - $242,359

About The Position

LPL Financial is seeking a leader to help execute the firm’s outsourced wealth solution strategy in support of credit unions. This role is on the Business Strategy and Growth team, which focuses on enhancing the client experience for advisors, large enterprises, and institutions by setting and executing strategic direction and developing business services. The individual will be a leader in developing and guiding the vision for LPL’s financial institution channel, requiring analytical and strategic agility, and an understanding of successful wealth programs in banks and credit unions.

Requirements

7-10+ years of experience in the financial services space, including direct background with financial institution wealth programs
5+ years of leadership experience within the financial institution ecosystem
Willingness and ability to travel, as needed
Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results
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
Strong oral, written and listening skills with an ability to adapt to different audiences, including senior internal leadership and influential external stakeholders
Experience partnering with cross-functional teams and business leaders to develop, manage, execute and implement strategies

Nice To Haves

Series 7 & 66 (63/65)

Responsibilities

Execute upon the established business strategy by driving policy, process, and product enhancements in collaboration with cross-functional leaders.
Establish and leverage data to track key program performance indicators, identify trends and ensure projects and programs align to company priorities.
Build consistent process to identify and share key program performance metrics with program leaders, wealth executives, and other internal and external key stakeholders.
Partner with relationship management team and program leaders to build and execute scalable solutions to enhance and grow credit union wealth programs.
Collaborate with business development and solutions design teams to develop and maintain a standardized implementation and effective onboarding process for new credit union wealth programs.
Develop and maintain working relationship with process improvement and commercial delivery groups to identify opportunities for process, capability, and experience development and lead improvement efforts to increase optimal client experience and channel growth.
Monitor and analyze emerging trends, developments, and players across the industry to inform the company’s view of opportunities and approach to innovation.
Support the development of the “north star” of experience and capabilities that LPL is seeking to deliver to our credit union clients. Be part of a team actively serving as the voice of credit union when prioritizing internal investment opportunities and company focus.
Evaluate, analyze, and manage business line business intelligence framework, metrics, and toolsets.