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VP, Advisor M&A - Buyer & Seller Support

Job ID: R-020211 Date posted: 06/09/2022 Primary Location CA-San Diego Other Locations SC-Fort Mill , CA-Remote

VP Advisor M&A, Financial Solutions

Do you have a passion for building innovative solutions and relentlessly delivering results for clients? Do you desire to positively impact thousands of financial advisors and help them realize their M&A growth and exit aspirations? In that case, we want to hear from you!

The Role:

LPL's Financial Solutions group is seeking a Vice President of M&A to lead and evolve its Buyer Support and Seller Support offerings. The Vice President will be responsible to continuously evolve M&A support for advisors and their businesses, enhance the value proposition of professional M&A support, build a strong reputation across the industry to drive growth, deliver positive outcomes that delight our clients, partner with other leaders across LPL, and lead a group of high-performing teams.

The Team:

The Advisor M&A team delivers end-to-end growth acquisition and practice sale support for LPL's 19,000+ advisors as well as advisors outside of LPL. This role leads LPL's M&A Buyer Support and Seller Support teams and is responsible for the overall development, delivery, and performance of the programs and for delighting our clients. This role reports directly to the head of Financial Solutions.

Financial Solutions:

Financial Solutions is a fast-growing division with an entrepreneurial spirit focused on delivering innovative, industry-leading services to help advisor practices grow, protect, and plan for their legacy. Financial Solutions' goal is to be the premier financial partner for advisors and their businesses.

Who You Are:

  • You are a Strategic Thinker who can develop, as well as execute, a strategic plan.
  • You are Motivated by helping people and driving value for clients.
  • You are Empathetic in viewing the world through others' eyes.
  • You are Analytical and base decisions on facts and well-thought-out assumptions.
  • You are a great Communicator that loves to influence.
  • You are Decisive at determining priorities and always organized.
  • You are a hungry Learner, always looking for the next way to improve yourself and those around you.

Essential Functions:

  • Leadership:
    • Provide a compelling vision and strategic roadmap
    • Continuously enhance and evolve the value proposition
    • Develop a positive, mission-driven, and energetic culture  
    • Develop a team of high-performing deal specialists and a deep bench of analyst talent
  • Innovation:
    • Test, learn, and iterate on the group's services and business model
    • Identify and execute new growth opportunities
    • Bring outside-in thinking to deliver industry-leading service
  • Collaboration:
    • Partner with groups across LPL to deliver a unified and high-quality client experience
    • Support business partners in achieving their M&A focused goals
    • Raise awareness about our solutions through internal and external presentations
  • Project Management:
    • Leverage Agile methods to breakdown complex challenges and drive solutions
    • Define and accomplish measurable process enhancements
    • Drive operational efficiency
  • M&A Expertise:
    • Evolve the value proposition and delivery of M&A services to delight clients
    • Streamline and simplify M&A transactions
    • Solve problems creatively and proactively
    • Understand M&A deal structures to provide guidance and insight
    • Ensure milestones are completed, and advisor expectations are met
    • Be a subject matter expert in small business mergers and acquisitions

Skills & Experience:

  • BA/BS degree in Business, Finance, or Economics (or a related discipline) preferred
  • 10+ years of investment banking, corporate development, or M&A preferred
  • Experience across all aspects of advisor practice M&A, including sourcing, diligence, negotiation, structuring, financing, and transition
  • Ability to develop strategies, translate them into initiatives, and track successful delivery
  • Ability to set a compelling vision for future
  • Build, mentor, and lead a team to create a culture of accountability, empowerment, and success
  • Excellent problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions
  • Excellent written and verbal communication skills, ability to synthesize complex issues and communicate into digestible messages, ability to present complex topics in an engaging way with partners and clients
  • Ability to engage in Executive and Leadership level discussions in an informative and concise manner
  • Experience with CRM tools such as Salesforce is 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!

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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 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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