AVP, Business Management

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:

Reporting to the Chief of Staff (I&O), the AVP, Business Management will be a key contributor to the operations team through providing business support responsibilities.

Responsibilities:

• Partner with team to build out PPT decks for Board of Directors, Management Committee and Senior management 1:1 materials.

• Research the analytics to develop insights around business and operational performance and work to optimize.

• Track progress of key strategic and operational drivers and optimize management’s data reporting abilities

• Assist with cross-functional projects including measuring progress and driving successful business outcomes

• Own upcoming key meetings and prep

• Own 1:1 materials with Leadership Team

• Assist with context creation and agendas for key internal and external discussions (Chief Technology and Information Officer's Leadership Team Meetings and Offsite Sessions, Management Committee meetings, and Board presentations, etc.)

• Assist with collaborating with Chiefs of Staff

• Assist with maintenance of repository of Top 10 Priorities/Wins

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:

• A minimum 5 years of Business Operations Support including working to build out strategic PowerPoint decks and running reports in Excel

• 2 + year of technology or financial services experience

• Project and/or change management experience

Core Competencies:

• Comfort level with presenting materials to direct manager up through the Executive level. May need to serve as one of the recognized subject matter experts on the team

• Advanced communication both written and oral and interpersonal skills

• Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests

• Adaptability to manage multiple shifting priorities with tight timelines when there is ambiguity but still drive toward outcomes and course correct when needed

Preferences:

• Experience with MS Office Suite

• Strong metric and analytics background

• High emotional intelligence and business partnership skills

• Strong work ethic and positive attitude

• Self-motivated learner and intellectually curious; ask questions and respectfully challenge status quo in pursuit of process improvement

• Bachelor’s degree in business administration, Information Technology, Finance, or working in a similar capacity

 

Pay Range:

$90,188-$150,313/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 ru