VP, Advisor D&IApply Job ID: R-021098 Date posted: 03/14/2022 Primary Location SC-Fort Mill Other Locations MA-Boston , CA-San Diego
Do you enjoy leading D&I efforts? Do you love to think strategically and lead a team to success? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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.
We are currently looking to hire a VP, Advisor Diversity and Inclusion to lead the development and execution of strategic initiatives to drive recruitment, retention, and growth of underrepresented advisor groups within LPL. This individual will act as a player/coach executing on certain initiatives and managing a team of employees who execute on the programs built for our underrepresented advisors. This person will be responsible for staying current on internal and industry insights on diversity and inclusion, using business acumen to enhance programming and drive outcomes.
Create and maintain a positive and respectful culture of professionalism, collaboration, and executing with excellence
Own and manage relationships with clients and prospects
Develop, execute and enhance the strategy based on program objectives and implement processes to track key results
Lead a team to ensure program priorities are accomplished
Ability to cover the landscape of DEI trends to influence and iterate our strategy
Effectively create and deliver a compelling story of our efforts in advancing underrepresented advisors to peers, senior leaders and executives
Develop impactful partnerships with internal teams to achieve collective outcomes
Develop and implement process to collect advisor data and feedback
Provide project management and analytical support as needed
Manage internal and external communications to raise awareness and understanding of the firm’s advisor diversity and inclusion program
Overall responsibility for budget and planning process
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.
Bachelor’s degree preferred with minimum 8-12 years’ experience
Proficient in standard MS Office applications (Word, Excel, PowerPoint)
Strong understanding of nuances of underrepresented demographic segments
Experience in financial services with relationship management or business development is a plus
Strong understanding of the financial services industry and dynamics of the financial advisor profession
Knowledge of nuances impacting diversity and inclusion in financial advisor profession
Limited travel may be required to support advisor events
Results oriented and outcome based
A passion for creating innovative solutions and programs and developing a plan to execute with excellence
Must be capable of working autonomously to deliver project outcomes and manage milestones, taking ownership and accountability for results
Excellent communication and writing skills with an enthusiastic, polished professional demeanor
Strong organization skills, process orientation and passion for being detail-oriented
Comfortable working in fast-paced environment, and able to multi-task and prioritize project work
Strong relationship and consulting skills with a client-centric orientation in order to develop rapport with clients and community organizations
Ability to listen, understand and empathize with client’s point of view
Comfortable in managing ambiguity during our experimental processes
A highly respectful and personable approach to client and coworker interactions
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.
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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.