LPL Financial

VP, Advisory Programs

LPL Financial

full-time

Posted on:

Location Type: Office

Location: San Diego • California • North Carolina • United States

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Salary

💰 $143,299 - $238,831 per year

Job Level

Lead

About the role

  • Create and maintain a three-year business plan for the Rep as PM program, including thematic planned enhancements to the advisory experience (e.g. advisor workstation, trading, supervision, etc.)
  • Generate economic revenue scenarios to remain competitive in the marketplace and improve overall advisory platform adoption
  • Take a problem, identify and recruit partners in relevant areas of the firm, then prioritize and implement solutions in a timely fashion
  • Lead the implementation of new offerings through the evaluation of prototypes and pilots and eventual launch and support of these new offerings
  • Leverage the organization to develop and execute detailed, tactical plans to enhance the advisory experience
  • Work closely with cross-functional teams 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
  • Build 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
  • Create and deliver presentations for senior members of the organization
  • Complete ad-hoc assignments that assist in development and implementation of strategies and new processes
  • Provide research, analysis, project management and project support on a variety of strategic initiatives

Requirements

  • 10+ years business experience with advisory programs
  • Excellent 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
  • 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
  • 5 plus years’ experience with Rep-As-PM
  • BA/MBA degree
  • Series 65, 66, 7 licenses
  • Background in client-facing experience, financial services, technology project management, and/or R&D a plus
Benefits
  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementdata analysisbusiness planningeconomic revenue scenariosadvisory platform adoptionprototype evaluationpilot implementationstrategic program visionfeature set prioritizationresearch analysis
Soft skills
communication skillsanalytical skillsproblem solvingcritical thinkingentrepreneurial perspectiveself-startercollaborationpresentation skillsmulti-taskingrelationship building
Certifications
Series 65Series 66Series 7BA degreeMBA degree