AVP, Project Mgmt & Analytics

Are you naturally inquisitive and driven towards process design? Are you excited about the opportunity to lead strategic initiatives and data insights within LPL’s Supported Models? Are you an out-of-the-box thinker with a passion for innovating and excellence? If so, the Assistant Vice President, Supported Models role could be 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 Assistant Vice President, Supported Models will join our innovative, entrepreneurial, high-performing Supported Models team that is leading the evolution of LPL’s go-to-market strategy with new business lines and advisor affiliation models. The successful candidate must be able to multi-task, possess excellent interpersonal skills, be highly analytical, and a have commitment to client satisfaction and success. The AVP should thrive in a fast paced environment focused on driving outcomes against challenging deadlines and multiple priorities and will be expected to contribute ideas and support the execution of both tactical and strategic plans.

We are seeking a highly skilled Project Manager with a strong background in data analysis to manage cross-functional projects, optimize workflows, and drive data-driven decision-making for LPL’s Supported Models (Linsco, Strategic Wealth, and Independent Advisor Networks.) The ideal candidate will have a blend of project management and data analytics expertise. This candidate will manage a variety of projects, some which will lean heavily on data to inform strategy and execution.
Responsibilities:
Project Planning & Execution:

• Lead end-to-end management of multiple projects, from initiation to delivery, ensuring alignment with business objectives.

• Develop project plans, timelines, milestones, and reporting, and coordinate with internal and external stakeholders.

• Monitor project progress and adjust plans as needed to meet deadlines and ensure successful outcomes.

• Collaborate with cross-functional teams, including business line strategy teams, data analysts, and other key stakeholders to ensure smooth project execution.

• Serve as a key point of contact for stakeholders, providing regular updates and managing expectations.

• Identify potential project risks related to data, technology, and timelines; recommend and/or create mitigation strategies.

Data Analytics & Reporting:

• Leverage data to define project goals, identify opportunities for process improvements, track performance metrics, and to assist the Supported Models with making data driven strategic decisions

• Conduct in-depth analysis to identify risks, trends, wins, and potential issues, providing actionable insights for the Supported Models business lines.

• Develop dashboards, reports, and presentations to communicate to senior leadership and executive stakeholders.

 
Process Improvement & Optimization:

• Use data to assess current processes, recommend improvements, and implement optimized workflows.

• Develop best practices and standardized procedures and/or infrastructures for the supported models to follow.

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:

• 5+ years of experience in project management or similar role, with at least 2 years managing data-focused or analytics-driven projects. Background in financial services is a plus.

• Proven experience managing multiple projects simultaneously.

• Strong understanding of data analysis techniques and tools

• Proficiency in project management tools (e.g. Smartsheet)

• Knowledge of data analytics tools (e.g. Tableau, Power BI, Salesforce, Oracle, Alteryx)

Preferences:

• Excellent communication, presentation, and stakeholder management skills.

• Ability to work cross-functionally and manage teams in a fast-paced environment.

• Strong analytical, organizational, and time management abilities.

• Solid understanding of data architecture and business intelligence solutions.

• Superior analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization and present findings in a clear and actionable manner

• Team-player with a positive can-do attitude, with an ability to both contribute meaningfully as an individual and inspire and influence key functional partners in a fast-paced environment.

Pay Range:

$96,800.00 - $161,300.00

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 @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.