Strategic Planning Expert
3 days ago
We are seeking an experienced Strategic Planning Expert to join our team. The ideal candidate will have a strong background in finance and strategy, with excellent communication skills.
About the RoleThe Vice President, Strategic Planning & Investments is a highly visible role that includes frequent interaction with firm leadership. You will support prioritization and optimization of LPL's technology portfolio and strategic investments over a multi-year arc.
Responsibilities- Investment Committee Support
You will prepare presentations and develop frameworks that underpin the monthly Investment Committee process to allocate investment capital and maximize return on investment.
Cross-Functional CollaborationPartner within FP&A and cross functionally to create executive-level business cases and investment proposals, help define measures of success, and quantify trade-offs.
Business Case DevelopmentLead cross-functional working groups across the organization that support the development of robust business cases aligned to firm strategy.
Strategic Roadmap DevelopmentPartner with corporate strategy and product leadership in the development of a 3-year executive level roadmap.
Funding Pool ManagementDevelop methodology to size up funding pools for new investment and reallocation/ reprioritization efforts.
Corporate Goals and OKRsSupport development of firm-wide corporate goals and OKRs that cascade throughout the organization.
Board PresentationsSupport development of Board level presentations that speak to investment allocation methodology and company performance.
Requirements- Bachelor's degree in finance, business, economics (or a related discipline).
- 7+ years of experience, with 5+ in financial services strategy, consulting, product management, or banking.
- Reside in or open to relocate to San Diego, CA or Charlotte, NC metro area.
- MBA degree.
- Robust understanding of the wealth management space and related technology platforms.
- Prior experience in consulting/corporate strategy supporting a financial services organization.
$137,000 - $228,300 per annum, based on factors such as prior experience, education, location, and demonstrated performance.
What We OfferLPL Financial offers a comprehensive benefits package, including health insurance, 401(k) matching, employee stock options, paid time off, volunteer time off, and more. Our Total Rewards program is designed to support your success at work, at home, and at play.
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