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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at LPLFinancialHiring@lplfinancial.com.
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AVP Advisory Platforms

Job ID: R-019719 Date posted: 01/03/2022 Primary Location CA-San Diego Other Locations SC-Fort Mill

Do you enjoy providing thought-leadership analysis to frame and plan enhancements to the advisory experience?

Do you want to be a part of leading the implementation of new offerings through participation in and evaluation of prototypes and pilots?

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.

Job Overview:

The AVP, Advisory Platform will be responsible for leading and executing our robo-solution utilizing management matrix structure across our client/advisor portals, trading and operations.  This position requires strong analytical skills, the ability to manage multiple bodies of rapidly evolving work simultaneously, and demonstrate the ability to creatively define and execute plans to solve highly complex matters.  A successful candidate will demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of concise oral and written communication. 

Responsibilities:

  • Leverage the organization to develop and execute detailed, tactical plans to enhance the advisory experience
  • Working closely with cross-functional team to develop feature set priorities to execute and achieve the overall strategic program vision
  • Synthesize internal and industry data into themes and patterns to provide insights and data-driven recommendations
  • Building cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team
  • Achieve alignment by communicating decisions and outcomes to various levels throughout the organization
  • Creating presentations for senior members of the organization
  • Complete ad-hoc assignments that assist in development and implementation of strategies and new processes
  • Providing research, analysis, project management and project support on a variety of strategic initiatives

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.

Requirements:

  • Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues
  • Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives
  • Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute.
  • Bachelor’s degree in a related field; MBA or other advanced degree preferred
  • 4-7+ years of experience in product management related roles with a broker dealer, RIA, investment or financial services firm
  • Experience in authoring, reviewing and managing Business Requirements Documents and other critical documents in the SDLC process
  • Working knowledge of components relevant to LPL’s product suite (Advisory, Brokerage, Mutual Funds, ETFs, Annuities, UITs, Alt Invs, SMAs, etc.)
  • Working knowledge of components relevant to an advisor’s practice management needs (Assets, Revenue, Sales, Trends, Client Segmentation)
  • Entrepreneurial perspective, self-starter, ability to work with minimal supervision
  • Exceptional problem solving and critical thinking skills
  • Project management / multi-tasking skills across different projects
  • Results oriented and outcome based
  • Background in client-facing experience, financial services, scrum master, and/or R&D a plus

Why LPL?

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously.  Learn more here!

Want to see info on our benefits?  Learn more here.

Why LPL? 

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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.

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