AVP, Strategic Initiatives
Where Ambition Meets InnovationBuild a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview:The LPL Strategic Initiatives team is seeking an AVP with a strong background in both strategy and project management to help LPL solve complex challenges and become the best firm in wealth management. As a trusted team member, you will analyze data to help develop strategic recommendations, lead cross-functional working groups to drive outcomes on key strategic initiatives, and act as a project manager across multiple workstreams to ensure that projects are advancing on schedule.The ideal candidate for this role has a combination of business acumen, wealth management experience, an entrepreneurial mindset, and project management experience to assist with the development and delivery of our strategy. A background in corporate strategy or consulting is a plus.Responsibilities:Support strategic initiatives that promote address key opportunities LPL is facing, including initiatives focused on improving the advisor experience and strategic partnerships / engagementsBring together market research, data analysis, and cross-functional team support to build business cases, draft strategic recommendations, and provide overviews on LPL's performance across key dimensionsTranslate our strategy into action plans leveraging an agile development method to help team execute in an iterative manner that allows for pivots as our strategy and the wealth management market shiftsChallenge the status quo to ensure that strategies are stress-tested and that LPL continues to evolve into an undisputed industry leader and disruptorBuild strong relationships and collaborate with internal business partners to strategize and develop innovative solutions and new offerings to drive advisor satisfaction and growthEffectively leverage data, voice of the client, and competitive intelligence to support story-telling in a way that paints a compelling picture that leads to cross-functional executive buy-in. This can be done through creative deck-building as well as taking a role in presenting to varied audiencesWork cross-functionally to understand advisor needs and address gaps in LPL's current offerings to ensure we are continuously meeting the needs of our advisorsWhat are we looking for?We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Requirements:3+ years of experience in management consulting, corporate strategy, or program & project managementExperience in the financial services / wealth management industry