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SVP, Centrally Managed Advisory Programs – UMA
LPL FinancialSenior Vice President of Centrally Managed Advisory Programs focusing on investment advisory solutions for LPL Financial. Leading strategy and initiatives across various business channels and enhancing advisor experience.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing investment advisory platforms, with a strong understanding of the advisory landscape, investment products, and regulatory challenges. Proven ability to leverage industry insights to create strategies and shepherd initiatives across multiple stakeholders.
Highest-signal resume keywords
Investment Advisory Platform ManagementAdvisor Platform ExperienceEmergent Capability DevelopmentRegulatory KnowledgeStrategic Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Investment Products KnowledgeAdvisory Economics UnderstandingBusiness Strategy DevelopmentCompetitive AnalysisStakeholder Management
Soft Skills
CollaborationCommunicationLeadership
Certifications & Qualifications
CFAMBA
Industry Keywords
UMAInvestment AdvisoryWire HousesTechnology Platform ProvidersTAMPsIB/DsIndustry Regulation
About the role
Key responsibilities & impact- Leveraging industry network and insights to assess LPL’s competitive position and create various strategies that evolve the programs in alignment with the firm’s objectives
- Distilling the strategies into discrete business opportunities, gaining alignment within the firm, and ultimately securing funding and capacity to proceed
- Shepherding initiatives to completion across multiple business, product, technology, operations, and field stakeholders
- Specific focus on supporting the build out of emergent capabilities within the UMA and tax capabilities across the LPL ecosystem.
Requirements
What you’ll need- Bachelor’s degree required; CFA or MBA preferred
- 15+ years of experience with 10+ years of specific experience in managing investment advisory platforms
- Knowledgeable on the advisory landscape with a focus on advisor platform experience and UMAs including familiarity with competition (wire houses, technology platform providers, IB/Ds, TAMPs, etc.), platform/ product trends and industry regulation
- Understanding of investment products, advisory / industry economics, and regulatory challenges.
Benefits
Comp & perks- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- highly competitive total rewards package