LPL Financial

Do you enjoy bringing structure to complex situations, working with a variety of stakeholders to find a path forward?. The AVP, Business Management role is part of LPL’s employee affiliated Bank & Credit Union Program.. Series 7, 63 - ideally Series 24 or Series 9/10. Optimally, experience with Smartsheet, Tableau & Miro – or willingness to develop these additional proficiencies. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services.

business management

Do you have a strategic mindset with strong problem-solving skills? Do you enjoy bringing structure to complex situations, working with a variety of stakeholders to find a path forward? Excited to learn more? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. Job Overview: The AVP, Business Management role is part of LPL’s employee affiliated Bank & Credit Union Program. Providing end-to-end leadership support to LPL advisors and staff, managing personnel, practices, and firms in order to drive growth and retention. As part of this team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients. As AVP, Business Management, your primary focus will be ensuring that there is a clear strategy and coordinated approach to business operations. Additionally, you will help foster the growth of the overall business by supporting leadership in efforts to improve processes, establish new frameworks, and communicate business performance to stakeholders across the broader LPL organization. Not only will you be a key advocate for our advisors (and our business strategy) across the organization, but you will also be a central connector for our rapidly growing team. A successful candidate will possess a depth of knowledge and experience in the financial services industry and be a self-starter capable of establishing operational standards & processes for growth-focused business with. It will be important to have a natural ability to collaborate within, and across varied business units to facilitate the development of an at-scale operating model. Will require strong project management skills and strength in data analysis and interpretation. Additional past experience of sales support which includes coordination of marketing initiatives, advisor practice management support & training, support of regulatory requirements and an overarching commitment to employee & partner experience. Responsibilities: <ul><li>Partner with leadership to evolve the business strategy; assist with thoughtful integration of newly acquired businesses and exploration of opportunities to capitalize on natural synergies present across entire business portfolio</li><li>Introduce and/or improve upon organizational processes, procedures and communication practices for optimized efficiency and connectivity</li><li>Design and implement consolidated reporting for the business; use data to proactively identify risks, growth opportunities and resource needs</li><li>Oversee strategic business initiatives; provide program management support and track progress against annual business objectives and key results</li><li>Spearhead the development, communication and implementation of educational content for delivery to internal and external stakeholders</li><li>Develop content for business updates to firm leadership</li><li>Serve as subject matter expert for the business; act as the main point-of-contact for program management; handle inquires and new requests, developing action plans on behalf of the business </li></ul>What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: <ul><li>Bachelor’s Degree</li><li>Series 7, 63 - ideally Series 24 or Series 9/10</li><li>3-5 years of relevant experience leading operational and sales support aspects within a Bank and/or Credit Union wealth program.</li><li>Proficiency with the Microsoft Office product suite. Optimally, experience with Smartsheet, Tableau & Miro – or willingness to develop these additional proficiencies</li><li>Exceptional analytical and strategic skills; ability to communicate data in a clear and concise way</li><li>Extremely versatile; self-starter with the ability to lead work independently and prioritize workload</li><li>Experience planning and leading strategic initiatives; proven ability to influence others </li></ul>Core Competencies: <ul><li>Strong project reporting skills, with a focus on cross-functional communication</li><li>Nimble business mind with a focus on developing creative solutions</li><li>Strong aptitude for learning new systems and concepts </li></ul>Pay Range: $90,480-$135,720/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it’s like to work at LPL? Watch this! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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