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Strategic Business Development Manager

1 month ago


San Diego, California, United States LPL Financial Full time

LPL Financial, a leading independent broker-dealer, is seeking an exceptional Strategic Business Development Manager to join our innovative Supported Models team. As a key member of this high-performing team, you will play a pivotal role in driving the evolution of our go-to-market strategy with new business lines and advisor affiliation models.

The ideal candidate will have a strong background in project management and data analysis, with at least 5 years of experience in managing cross-functional projects that leverage data to inform strategic decision-making. A proven track record of delivering multiple projects simultaneously while ensuring alignment with business objectives is essential.

About LPL Financial

We are committed to supporting our advisors, so they can take care of their clients. At LPL, we believe that objective financial guidance is a fundamental need for everyone. As a company, we prioritize workplace equality, embracing diverse perspectives and backgrounds, and we encourage community involvement among our employees.

We offer a work environment that fosters creativity, growth, and teamwork. Our leadership team is supportive and responsive, providing opportunities for career advancement and professional development. If you're a driven individual who thrives in a fast-paced environment, we want to hear from you

Responsibilities
  1. Project Planning & Execution:
  • Develop project plans, timelines, milestones, and reporting, coordinating with internal and external stakeholders.
  • Monitor project progress and adjust plans as needed to meet deadlines and ensure successful outcomes.
  • 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 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.
Requirements
  • At least 5 years of experience in project management or a similar role, with at least 2 years managing data-focused or analytics-driven projects.
  • 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).

Estimated Salary Range: $96,800 - $161,300 per year, depending on factors such as relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.