AVP, Business ConsultingApply Job ID: R-003950 Date posted: 07/30/2018 Primary Location SC-Fort Mill
The AVP, IAS Business Consulting supports the effort to provide a consultative relationship with advisors by managing a team of Freedom/Director Club Relationship Managers. There is an emphasis on adoption of LPL products, services and tools to drive and enhance revenue, practice management, and end client service. Client interactions on a day-to-day basis include relationship management at the business owner level as well as with their staff.
S/he will be held accountable for implementing and executing the functional strategy for the team, goal setting with the team in support of that strategy, and ensuring alignment to department and business unit strategies. S/he will plan and direct work processes within the scope of company practices and guidelines, and help identify emerging trends and recommend strategies and tactics to enhance staff performance. This role will combine relationship management skills, sales skills, project management skills and team management in order to fully understand and achieve business growth, retention and satisfaction objectives of him/herself, and the team.
Essential Functions: (List in order of importance and estimate the percentage of time spent. It is recommended to provide a minimum of three items but no more than five. Amount must total 100%.)
Manage a team of associates tasked with the support of advisors’ goals, and to drive growth, advisor retention, and advisor satisfaction. Help drive key team, department, and firm level initiatives (Project Management, Committee Leadership, etc.) Represent Business Consulting in several venues and forums throughout the year (EAVs, HOVs, Focus, Accelerate, and other advisor-facing meetings) Participate in various committees providing thoughtful insight and advocacy for our clients Lead by example in the face of changing priorities Create and implement a successful framework for managing potential change. Present complex topics for discussion across multiple functions and adeptly speak to multiple sides of issues in order to drive informed decision making Engage in high level strategic discussions with both advisors and the executive team Partner with internal and external customers on needs assessment
Other Job Duties: (Provide details of items that are specific and unique to this position).
1. Must be willing and able to travel up to 25% of the time
2. Budget and expense management of territory
Minimum Education Required:
Bachelor's degree in Business, Finance, Economics, or related field
Minimum Experience Required: (including years of experience)
Minimum 5-7 years’ experience in Financial Services, preferably in a sales or progressive client service/relationship management role
Licenses/Certifications Required/Preferred: S7 and S63
Software/Systems Skills Required/Preferred: Type Level of Experience
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.