AVP, Business Management

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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 they can take care of their clients.

Job Overview:

The AVP, Business Management must be a highly motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the Institution Client Success (ICS) Team. The primary responsibility of this role revolves around supporting a team of Success Managers - a proactive consultative team responsible for a growing client portfolio of institutions that operate a wealth management business and leverage LPL platforms.  The AVP will focus their efforts on executive support, presentation development, managing leadership team deliverables, and business management activities . Cross functional collaboration between the various ICS stakeholders is key.  In addition, this role will contribute to time-sensitive and ad-hoc projects and provide direct support to the Executive Vice President.

Responsibilities:

• Provide support to the Executive Vice President

• Collaborate with EVP on strategic projects

• Develop power point presentations for executive meetings, client events, strategic proposals, etc.

• Manage time-sensitive and ad-hoc projects

• Compile and analyze data for monthly EVP reporting and executive presentations

• Draft, proof and approve executive correspondence

• Budget oversight

• Serve as point of contact to ICS stakeholders (HR, Finance, etc.)

• Manage special projects such as process improvements, data analysis/compilation, presentations, report building, etc.

• Drive cross-functional change efforts throughout ICS on behalf of EVP

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 or equivalent preferred; and 2+ years of relevant experience

• Proven ability to independently plan, organize, prioritize, and execute multiple work streams concurrently in a fast-paced environment to deliver outstanding results.

• A client-centric mind-set and commitment to identifying opportunities to continually improve the client experience.

• Strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels of an organization.

• Advanced PowerPoint development skills

• Advanced Excel skills

Core Competencies:

• A commitment to constant self-improvement and a willingness to be coached.

• Grace under pressure and a positive attitude

• Sharp analytical thinking skills and intellectual curiosity

• Strong communication skills (oral and written)

• Proficient in MS Office Products: MS Teams, Power Point, Word, Excel, etc.; Proficient in SmartSheet

• Project management experience

• Communications experience (internal/external)

• Strong attention to detail

• Growth mindset

Preferences:

• #LI-Hybrid #LI-Onsite #LI-PA #SD #SanDiego #SanDiegoCA #CA #California

Pay Range:

$99,200-$165,300/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!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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 (855) 575-6947.

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