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Vice President, Institution Services Business Management

Job ID: R-007101 Date posted: 07/09/2019 Primary Location SC-Fort Mill

VP Business Management:

We’re seeking an experienced professional in the areas of strategic business planning, sales and business management, project management and strategic data analytics, with the proven ability to tailor both written and verbal communications to various levels of the organization. The VP Business Management is a managerial role leading the Institution Services’ Business Management Team, which also includes individual work contributions to the business and team.  This position reports to and supports the EVP, Institution Services, and the candidate will be heavily engaged in strategic initiatives, talent development and management, executing the department’s sales processes, metrics and reporting, as well as develop and maintain content in preparation for Board of Directors level and Management Committee level discussions and presentations.  The VP role is highly visible within the company and the opportunity to work closely with executive leadership, carrying responsibility for ensuring the department is aligned to its operating plan.  Lastly, this candidate will be a strong catalysis to increase the organization’s sales outcomes and to increase and enhance the department’s use of data to make informed decisions, and the role will evolve over time based on the department’s evolution and the organization needs.

This qualified professional has a strong bias towards leadership and action, critical thinking and collaboration. Exceptional organization skills are imperative.  This is not an administrative role, rather a leadership position that is collaborative, strategic and operational requiring a successful candidate that will effectively operate at an executive level strategic thinking and detailed level operational planning and execution.

Essential Functions:

  • Prepare strategic, as well as program-level presentations to executive management, including the Board of Directors and Management Committee
  • Partner closely with Financial Planning & Analysis to develop and maintain business analysis and reporting to ensure business goals and strategic insights into the Institution Services business
  • Manage budgetary compliance, collaborating with IS Regional Leaders to develop and drive sales management process
  • Provide effective project management reporting for Institution Services specific projects and initiatives
  • Develop and maintain a regular cadence of KPIs and management reporting in support of the Institution Services strategic and operational priorities
  • Facilitate and organize management routines such as recurring sales management huddles, leadership team strategic off-sites, etc.
  • Prepare strategic financial analysis of business trends, market analysis, to develop strategic insights of the IS business, with the goal of enhancing the overall strategic acumen of the team and regional leaders in a fashion consistent with the firm’s cultural evolution.

Job Skill Requirements:

  • Stellar written and oral communication skills, with the ability to grasp and translate complex and disparate ideas into cohesive and clear key messages delivered in a conversational tone
  • Flourishes in a fast-paced, entrepreneurial environment with the ability to multi-task and effectively prioritize competing priorities
  • Strong management and skills development experience to effectively enhance and grow the team’s overall contribution
  • Graceful under pressure, resilient, and flexible in the face of change and revisions
  • Comfortable working under tight deadlines with ability to deliver quality work quickly, when needed

Minimum Education Required:

  • Bachelor’s degree
  • PMP certification a plus

Minimum Experience Required:

  • Minimum of 8 to 10 years of experience in financial services with preferred experience in finance, project management and/or metrics/reporting roles; Change management experience a plus
  • Client facing experience in the financial industry (Advisor or Institution) a plus

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.

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.

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 1996-2017, based on total revenue.

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Area(s) of InterestChoose at least one job category and/or location.

  • Sales and Marketing, Fort Mill, South Carolina, United StatesRemove