Help create and support multi-year growth plan for our Independent employee channel
Lead work surrounding our major change initiatives of model experience, profitability and growth
Work with corporate finance department to help budget, measure and track offering financials / P&L
Work with our key stakeholders across HR, corporate real estate and operations to build out the "employe platform" for our growing employee advisor population
Build out various operations and procedures to support and scale the W-2 platform
Evolve the succession planning roadmap for our Advisors who opt into the Liquidity and Succession model
Continually work with partners to expand our addressable market inside and outside of LPL

Requirements

3-7 years of experience in the advisor mediated wealth management space
3-7 years of experience operating on projects within a cross functional organization
Strong presentation skills, including the ability to craft concise presentations for senior audiences
Strong quantitative analysis skills, including experience with Excel (Tableau a plus)

Benefits

Applicant Tracking System Keywords

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

Hard Skills & Tools

quantitative analysisfinancial measurementP&L trackingbudgetingExcelTableau

Soft Skills

presentation skillscommunicationcross-functional collaboration