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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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Advisor Solutions, AVP Strategic Product Management

Job ID: R-018486 Date posted: 12/30/2021 Primary Location SC-Fort Mill Other Locations CA-San Diego

Do you pride yourself on being a critical thinker with an entrepreneurial mindset?

Are you looking to focus on the software development, mergers & acquisitions, and strategy space?

Are you excited about the opportunity to build strong relationships and collaborate with internal business partners to strategize and develop innovative solutions?

If so the Advisor Solutions Assistant Vice President Role could be 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 18,000 financial advisors, 800 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:

LPL Financial is seeking an AVP to join our Product Management PMO team within LPL’s Advisor Solutions group, one of the most visible departments in our organization. As a trusted business partner, you will drive outcomes, lead cross-functional teams, and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, and our organic growth strategy.

The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial knowledge to assist with the development and delivery of new business lines, software tools, and integration of proprietary M&A.  Additionally, you will ensure creative and continuous improvements to our advisor facing products – with the goal of exciting our advisor base, leading the market, and attracting additional business.

Responsibilities:

  • Lead due diligence and integration activities to support Conversions, Merger & Acquisition opportunities
  • Formulate the strategic assessment, operational build-out, and implementation of new affiliation models (i.e. business lines/channels) and flexible and nimble foundational systems
  • Create technical product requirements for development teams
  • Prepare best-in-class reports and presentations related to LPL’s strategic plays, potential M&A transactions, and growth initiatives that are SVP+, C-Suite, and Board ready
  • Assist in the management of strategic initiatives and projects that are undertaken, in an efficient and effective manner

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:

  • Bachelor’s degree in a related field
  • 5 - 10 years' product management, management consulting, corporate strategy, or project management preferably within a financial services or related FinTech firm
  • Ability to effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment
  • Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and hunger to contribute to a growing team in a start-up-like atmosphere
  • Must possess highly-tactical skills and strong proficiency with Microsoft PowerPoint, Excel, and be interested in learning tools such as: Jira, Confluence, Sharepoint, Box, etc.
  • Data-driven decision making and ability to consider and position multiple pathways forward
  • Proactive problem solver, expected to present problems and recommendations simultaneously
  • Develop, in partnership with Corporate Development team, financial projections for headcount and integration plans
  • FINRA Licenses or industry designations preferred

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.

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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