Vp, Business Management

7 days ago

San Diego, United States LPL Financial Full time

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

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 Business Strategy & Growth (BS&G) organization at LPL is seeking a Vice President - Business Management to lead the business management support function for LPL’s Managing Director & Chief Growth Officer.

**Responsibilities**:

- Design and drive all operational processes within BS&G
- Serve as chief architect of and key point of contact on various cross-functional work (Human Capital, Finance, Real Estate, Conferences etc); advocate for BS&G, challenge the status quo and negotiate to find creative solutions to ensure best outcomes
- Manage BS&G budget and execute actions to solve for budget opportunities and challenges
- Partner with BS&G leadership to deliver, monitor and communicate progress against goals/OKRs
- Manage Board of Directors reporting process and timeline management for all B&SG deliverables
- Create documents, frameworks, and analysis (quantitative and qualitative) to help solution critical business issues
- Drive alignment across BS&G by managing employee town halls and leadership meetings
- Identify opportunities for improvement and make recommendations for change within the current ecosystem
- Serve as a strategic partner to BS&G leaders to manage their groups and drive key efforts

**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
- Proven track record of coordinating large-scale efforts across multiple business units and interested parties
- Ability to work independently, and as part of teams to manage initiatives and deliver results within tight timeframes
- Excellent written and verbal communication skills as well as strong quantitative and analytical skills; ability to convey complex issues in understandable forms to various audiences
- Comfort level “wearing a lot of hats” and managing shifting priorities

**Core Competencies**:

- Natural curiosity and grace under pressure
- Maintain a high degree of professionalism with senior leaders
- Ability to succeed within a dynamic, high-growth environment, grounded in tangible results

**Preferences**:

- MBA
- Financial services experience

**Pay Range**:
$140,120-$210,180/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

**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 enviro

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