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SVP Business Strategy

Job ID: R-010478 Date posted: 06/24/2020 Primary Location CA-San Diego Other Locations SC-Fort Mill

At LPL Financial, we are currently searching for a Senior Vice President (SVP) to lead a new Business Strategy team.

The SVP, Business Strategy will be a member of LPL’s Strategy & New Ventures team and will focus on enabling the corporate growth strategy across the teams and functions of LPL. The SVP, Business Strategy will partner with LPL’s Management Committee (or C-suite) to identify, prioritize, and execute strategic projects that contribute to LPL’s growth agenda. Key focus areas include new offering development, customer experience & journeys, product & technology, and sales & service model. The SVP, Business Strategy will also provide ongoing strategic thought partnership to LPL executives and help connect corporate priorities to LPL’s multi-year plan.

The SVP, Business Strategy will report into the EVP, Strategy & New Ventures and play a high-visibility role driving LPL’s growth agenda across the organization. The SVP, Business Strategy will initially focus on developing the new function and executing strategic project work independently, and will eventually build a supporting team.

Essential Functions:

75%: Strategic Projects

  • Meet regularly with members of the Management Committee to identify strategic priorities and prioritize firm-wide needs
  • Manage & execute 2-4 month long strategic projects across new offering development, customer experience & journeys, product & technology, and sales & service model
  • Conduct independent research & analysis, including understanding client insights and the competitive landscape
  • Partner with LPL leaders to understand needs, develop options, and test solutions
  • Partner with EVP, Strategy & New Ventures to provide ongoing visibility to the CEO on strategic projects

25%: Ongoing Strategic Thought Partnership

  • Partner with members of the Management Committee to define the strategy of their respective teams/functions
  • Help translate priorities into investment needs and other strategic decisions (e.g., operating model)
  • Contribute to strategic efforts that are separate from our growth agenda (e.g., scalability reviews)

Qualifications:

  • Bachelor’s degree in a related field; MBA or other advanced degree required
  • 6-8 years post-MBA experience or 10-12 years total experience
  • Experience at a top-tier management consultancy and/or strategy team at a financial services company; additional operating experience a plus
  • Deep knowledge of the advice industry, including customer trends, key players, differentiating capabilities, and profit drivers
  • Ability to tell a story & develop frameworks to frame learnings and recommendations
  • Ability to independently and simultaneously manage multiple efforts
  • Strong relationship skills and experience influencing senior leaders
  • Leadership experience of programs & initiatives as well as teams
  • Ability to collaborate across the Strategy & New Ventures team and successfully navigate the broader LPL organization
  • Strong management skills and ability to attract, develop, and retain talent
  • Functional abilities in PowerPoint, Excel, Word and Outlook

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans.

Headquartered in Boston, San Diego, and Fort Mill, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

Our Culture:

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 1996-2016, based on total revenue.

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 4,200 employees with primary offices in Boston, Charlotte, and San Diego.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

Our Culture:

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 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 @lpl.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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