Do you have experience in growth strategy, corporate strategy, or innovation and new ventures?

Do you enjoy identifying and solving problems that are critical to customers?

Do you enjoy designing and executing innovation initiatives?

Are you interested in being part of a team that working to transform and do things differently?

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 that they can take care of their clients.

Job Overview

As the VP, BWS Strategy, you will be a member of LPL’s Business & Wealth Solutions (BWS) team, focusing on developing, implementing, and executing business solutions and wealth management strategy. This role will report directly into the Senior Vice President of BWS Strategy & Innovation and play an integral role in developing and leading top BWS strategic initiatives. You will partner with leadership to identify, prioritize, and execute strategic projects that help advisors with critical aspects of running a business, expanding core capabilities, and improving outcomes. To do so, you’ll Take a data-driven approach to ideate and prioritize different options/solutions to execute prioritized initiatives, including evaluating impact on growth, investment needs and overall viability of the initiatives.

Responsibilities:

• Lead the development, implementation, and execution of top strategic initiatives
• Take a data-driven approach to ideate and prioritize different options/solutions to execute prioritized initiatives, including evaluating impact on growth, investment needs and overall viability of the initiatives
• Identify and evaluate potential opportunities, including articulating a clear path forward, building confidence in the value of our ideas, and prioritizing the ones with highest potential. This means having solid quantitative analysis skills and ability to “run the numbers” and steer team towards the largest value pools
• Leverage qualitative (market trends and competitive intel and customer research) and quantitative (financial data, client business data, quant surveys) to develop actionable insights to inform strategy
• Conduct primary research with advisors and end-clients (surveys, interviews, focus groups, user testing) to gather feedback on initiatives and strategy
• Contribute to strategic efforts that are enablers to our innovation agenda (e.g., pricing, business model design, innovation strategy, product portfolio strategy, go-to-market strategy)
• Develop and deliver strategy presentations to executive-level audiences, including management committee and Board of Directors
• Evaluate build, buy, partnership options to enable short-term and longer-term delivery
• Understand, quantify and prioritize the barriers and root causes that hinder successful strategy and acceleration of key business objectives
• Collaborate with internal stakeholders including sales, marketing, product management, and operations

Who are we looking for?

We want strong collaborators who are passionate about identifying and solving customer problems. We are looking for people who thrive in an innovative environment, who are motivated self-starters, who can operate at the intersection of business, product and innovation, and who are looking to apply a quantitative and qualitative skillset to deliver valuable services to our customers.

Requirements

• 2+ years post-MBA experience or 7+ years total experience
• 7+ years of experience in either corporate strategy or strategy consulting in areas that include: product strategy, innovation and new ventures, service model design

Core Competencies:

• Experience at a top-tier management consultancy and/or strategy team at a financial services company; additional tangential experience with sales teams a plus
• Strong relationship skills and experience influencing senior leaders
• Proven track record of taking a strategy from ideation to execution
• Strong management skills and ability to attract, develop, and retain talent
• Proficient use of MS Suite (PowerPoint, Excel, Word)
• Understanding of areas of specialization within the greater design landscape, including but not limited to Design Research, Service Design, Product Management
• Excellent communication skills and great instincts about how to synthesize and tell a captivating story, build a deep rapport, and give honest feedback
• Experience identifying and evaluating potential opportunities, including articulating a clear path forward, building confidence in the value of our ideas, and prioritizing the ones with highest potential. This means having solid quantitative analysis skills and ability to “run the numbers” and steer team towards the largest value pools
• Experience translating learnings from discovery and concept validation into a tangible roadmap: mapping organizational and technological implications, enabler requirements, dependencies and modeling high level impact and value case
• Superior analytical skills with an ability to identify relevant data + insights and present in an actionable manner
• Superior presentation skills & ability to build a story narrative
• Able to take complex topics and make them easy to understand
• Be a strategic, lateral-thinking problem solver with human-centered design experience, comfortable with quantitative and qualitative analyses, comfortable working in complex environments
• Deep knowledge of the advice industry, including customer trends, key players, differentiating capabilities, and profit drivers

Pay Range:

$136,120-$204,180/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

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 @lp lfinancial.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 (855) 575-6947 .