Job Overview:
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. The ideal candidate will have deep knowledge of diversity, equity and inclusion best practices, market research and a proven track record of developing and implementing effective business related diversity initiatives and solutions. Reporting to the SVP, Client Communities and Sustainability, this person will be responsible for working across a complex organization to align advisor diversity and inclusion strategy, measuring outcomes, managing a team, sharing insights and staying current on diversity and inclusion trends.
Responsibilities:
- 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 measuring performance and communicating impact
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:
- 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
- Travel 25% to support diversity and inclusion related events
Core Competencies:
- 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
Pay Range:
$132,240-$198,360/year
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
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.
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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.
