Business Design and Solutions Manager

3 weeks ago

San Diego, California, United States LPL Financial Full time
Job Overview:

LPL Financial is seeking a seasoned professional to join our Business Design & Solutioning team within LPL's Business Strategy & Growth group. As a trusted partner, you will drive solutions, lead cross-functional teams, and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, strategic partnership engagements, and our organic growth strategy.

Responsibilities:
  • Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships with institutions and M&A opportunities
  • Formulate the strategic assessment, operational build-out, and implementation of onboarding new affiliation models (i.e. business lines/channels)
  • Create technical product requirements for development teams
  • Prepare best-in-class reports and presentations related to LPL's strategic plays, potential M&A transactions, and growth initiatives that are SVP+, C-Suite, and Board ready
  • Assist in the management of strategic initiatives and projects that are undertaken in an efficient and effective manner
Requirements:
  • 5-10 years of experience in management consulting, product management corporate strategy, or project management within a financial services or related FinTech firm
  • 5+ years of experience with technical consultation experience with design mapping and technical solution delivery
  • 3-5 Years of experience presenting to senior leadership and creating presentation documentation
  • Demonstrated experience with large scale change management/large conversion project experience
  • 3-5 years of project management experience utilizing Agile and/or Waterfall methodologies
  • Excellent Microsoft Office experience (PowerPoint especially)
Core Competencies:
  • Ability to effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment
  • Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and hunger to contribute to a growing team in a start-up-like atmosphere
  • Robust analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization, influencing leadership based on data-driven decisions by presenting findings in a clear and actionable manner
  • Proactive problem solver, expected to present problems and recommendations simultaneously
  • History of delivering across cross-functional teams and business leaders to develop, execute, and implement strategies across institutional models
Preferences:
  • MBA, CFP, or CFA preferred
  • FINRA Licenses or industry designations
  • Bachelor's degree in a related field

Ability to travel as needed. 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.

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