Do you love developing strategy and also execution?
Are you interested in being part of a team that is working to transform and do things differently?
Excited to learn more? If so, then this could be the role 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.
As a thought leader to evolve and improve client engagement across National Sales & Marketing, but with a firm-wide lens, the VP, Product and Program Manager will support Design & Delivery of programs that touch our clients; managing the programs and/or products end-to-end in early phases of their lifecycle. Measured by influence on Net Promoter Scores, Client Retention and Growth in net new assets. This role will focus on engagement opportunities that touch all clients, regardless of affiliation model, and/or affiliation specific programs that are unique to sub-sets of clients across our ecosystem. The role with work cross-functionally with a wide variety of departments to bring experiments to life, and scale thereafter, so a strong ability to collaborate and influence others is needed.
Leads discovery and design of areas for improvement, or gaps in products/programs that improve how our client engagement with LPL daily through human interactions
Client insight gathering and analysis to prioritize efforts, and determine firm ROI at the on-set
Facilitating critical thinking groups with executives and cross-functional partners to ensure we are solving the root cause and right problems, then gain alignment of how we may approach a solution, and test our theories
Works closest with National Sales & Marketing leadership and key stakeholders to drive OKR’s of the business unit, while collaborating around the firm to gain wide variety of perspectives to consider as well as change management needs for delivery
Manages multiple efforts at once through various states of backlog, discovery, incubation and acceleration with ease and a high intensity of organizational structure and frameworks; including annual planning
Responsible for executive and experience oversight, including investment cases and planning
Contributes to monthly performance reporting for NSM Client Engagement, Innovation and Delivery that align to business unit OKR’s
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.
5+ years professional experience in financial services, wealth management, preferably in an affiliate or franchise model environment
5+ years’ experience preparing and presenting for C-Suite interactions and business case reviews
Flexible and adaptable to change
Proven people management track record
Excellent oral and written communication skills
Strong group facilitation skills and entrepreneurial spirit
Culturally sensitive and team oriented with outstanding influencing skills
Expert level proficiency with the Microsoft Office product suite: (min. Excel, PowerPoint required)
Reliable self-starter, with a collaborative mindset and ability to build strong relationships across any organization
Familiarity with Salesforce, Tableau
Bachelor’s in strategy, business management or finance, with combined education or work related experience
Preferred experience working with Financial Advisors or running a business directly
Prior success with launching new programs, products or service offerings
Proven track record of collaborating successfully across multiple business units or functions
Demonstrated ability and desire to influence, and work, with high performing executive leadership teams
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
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.