Vice President, Strategy and Product

Do you have a proven ability to execute both strategically and tactically?

Are you excited to roll up your sleeves and deliver results? Do you want to be a part of a team that is working to transform and do things differently? If so, then this could be the role for you!

Job Overview:

As the Vice President, Strategy and Product you will be responsible for developing, evolving and operationalizing strategic plans and roadmaps for the full suite of offerings within Business and Lifecycle Solutions, thus ensuring optimal client outcomes and driving revenue growth and monetization for the firm.

Key Responsibilities:

• Identification, Design and Development of New Capital Offerings: This includes identifying market opportunities, defining value propositions, and creating strategic plans to capture market share as well as executing comprehensive go-to-market strategies aimed at driving revenue growth.  
• Diagnostic Tool / Guided Journey for Advisor Solutions: Lead the development and implementation of diagnostic tools and guided journeys that help advisors navigate our solutions. This involves working closely with third-party vendors and internal teams to build effective tools.
• Architecting the Journey: Design and oversee the client journey from initial engagement through to long-term relationship management. This includes mapping out touchpoints, ensuring seamless transitions, and optimizing the overall client experience.
• Client-Centric and Consultative Approach: Foster a client-centric culture within the team, ensuring that all strategies and solutions are designed with the client's needs in mind. Provide consultative support to clients, helping them achieve their business goals through our solutions.
• Engage with Stakeholders: Understand key problems facing the organization by engaging with stakeholders and structuring analyses that leverage quantitative and qualitative data sets to yield options for resolving top strategic problems.
• Maintain Perspective: Maintain a perspective and point of view on key challenges facing the business to inform innovative solutions through research and analysis.
• Lead Project Teams: Lead small project teams and structure and oversee bodies of work for junior team members to deliver, providing mentoring and feedback to support their career progression.

Requirements:

• 6+ years of experience in product management, management consulting, corporate strategy, or corporate development roles.
• MBA or an advanced business degree and financial services industry experience preferred.
• Proven ability to structure and scope problems, determine analytical approaches, and identify solutions.
• Strong client management skills with the ability to communicate, present, build consensus, and influence at an executive level.
• Advanced proficiency in MS PowerPoint, with the ability to build visually compelling presentations for executives.
• Must be within commuting distance to San Diego, CA or Fort Mill, SC office; role can be full-time office-based or hybrid

Core Competencies:

• Intellectual curiosity and agility, with the demonstrated ability to develop subject matter expertise on complex topics quickly.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work across levels of an organization and mentor junior team members.

Preferences:

• Experience in financial services or a related industry.
• Familiarity with diagnostic tools and guided journeys for advisor solutions.

Pay Range:

$136,700-$227,900/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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