VP, Investment Management Solutions M&A and Contracting
4 weeks ago
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
Job Overview:
The Vice President - M&A Investment Management Solutions and Centralized Contracting position is focused on leading a team for large M&A transitions across our Wealth Management ecosystem and managing all sponsor agreements. This role involves close collaboration with our partners within Investment Management Solutions, including, but not limited to, Advisory Platforms, Investment Products, Research, Strategic Partners, and Retirement Partners.
Responsibilities:
- Lead, drive forward, and deliver integration activities to support strategic partnerships with large M&A opportunities across the Investment Management Solutions organization
- Manage the interdependencies across IMS to ensure activities are prioritized and sequenced appropriately across internal and external stakeholders.
- Work closely with our Business Development, Corporate Development, and Integration Management Office on recruiting opportunities and recently recruited firms on ways to leverage the platform as their assets move to LPL.
- Provide project leadership, oversight and governance and work across all levels of the organization to help manage and coordinate cross-functional execution teams.
- Quickly identify, develop mitigation, and implement remediations for emerging problems.
- Thrive in a fast-paced team atmosphere with the confidence to adjust and adapt as priorities change.
- Capture feedback from advisors, stakeholders and key partners, translating this feedback into insights and recommendations on improving the platform.
- Create dashboards, reporting and communications material to track progress, risks/issues, status, and business decisions.
- Provide leadership and oversight of our Centralized Contracting team who is responsible for liaising with Legal, Investment Product and sponsor/vendor partners to ensure timely completion of amendments and agreements
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 required; preferably in a financial-related discipline; BA/MBA degree preferred
- 10+ years of experience in the financial services industry
- Knowledge on the investment advisory product and investment product landscape.
- Background in client-facing experience, financial services, project management, and/or M&A a plus
- This candidate should be a strategic thinker, effective and succinct communicator, proactive problem-solver, a can-do attitude and thrives in a rapidly changing, fast-paced environment
- Demonstrated presentation and communication skills, both written and oral, with the ability to build, frame, and present deliverables on complex issues to various levels across internal and external stakeholders.
- Platform management or operational experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering.
- Excellent project management / multi-tasking, problem solving, organizational, and prioritization skills
- Highly organized with the ability to handle multiple projects and deliver quality outcomes.
- Entrepreneurial perspective, self-starter, ability to work with minimal supervision
- Exceptional problem solving and critical thinking skills
- Understands Lean Six Sigma concept and can apply to create operational rigor and efficiency
$140,400-$234,000/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
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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