VP, Business Design & Solutions, ClientWorks Platform

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you’re ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

LPL Financial is seeking a VP to join our Business Design & Solutions team within LPL’s Client Success team. As a trusted partner of Business, Technology, and Product organizations, you will drive strategy, solution ideation, lead cross-functional teams, and contribute to the deep and thoughtful analysis which enables our leadership team to make informed decisions regarding product development, large conversions, strategic partnerships, and our organic growth strategy.

The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial services knowledge to assist with the development and delivery of new business lines, software tools, and integration of strategic partnerships. Additionally, you will ensure creative and continuous improvements to our advisor facing products – with the goal of invigorating our existing advisor base, leading the market, and attracting additional business.

This team within Business Design & Solutioning focuses on capabilities which span business lines, product families, and business operations, which enable an industry leading advisor workstation experience. You will have the opportunity to work on the firm’s highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will gain a full understanding of, and the ability to explain, all business aspects of our products/platforms while working with numerous business units across the firm.

This role will embrace strategic, entrepreneurial, analytical, product, and program management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.

This role will drive the delivery of an advisor workstation transformation, focused on the evolution of our advisor workstation, Client Works, across both web and mobile applications. This critical evolution enables our advisors to build more client-centric practices and enables industry leading user experiences for advisors and their clients.

Responibilites:

• Collaborate on internal work streams to drive strategy and decision-making specific to Client Works web and mobile experiences.
• Provide thought leadership on key strategic issues impacting the organization; influence others by providing advice, counsel or persuasive communications
• Partner with teams focused on Unified Wealth, Client-Centricity, Data Transformation and Mobile ensuring cohesive planning while maintaining focus on our cross functional outcomes and critical journeys.
• Engage with Business subject matter experts across the firm to ensure clarity on critical business requirements and desired outcomes, supporting the Product teams in the development of clear acceptance criteria and backlogs which will enable a cohesive solution set.
• Demonstrate ownership of the Client Works Platform strategy and outcomes, taking direct action to ensure streamlined planning and execution while serving as a direct escalation path to address blockers and rally subject matter experts from across the firm to tackle complex challenges.
• Lead cross-functional teams in identifying and prioritizing opportunities based on business goals and strategies; collaborate with team members to develop creative solutions and implement plans
• Consult with corporate strategy, business leadership, operations, risk and compliance, and other key stakeholder groups to represent their perspective and business needs in the context of our strategic roadmaps.
• Contribute to a culture of collaboration, learning agility, and self-awareness; actively listen and ask questions to clarify expectations and seek feedback for continuous improvement
• Demonstrate strong understanding of…