VP, Business Design & Solutioning

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 & Solutioning team within the Client Success group. As a trusted partner, you will drive solutions, lead cross-functional teams, and contribute to 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. The ideal candidate for this role possesses a combination of strong business acumen, a consulting mindset, and expertise in software, product, and financial knowledge. You will assist in the development and delivery of new business lines, software tools, and the integration of strategic partnerships and M&A opportunities. Additionally, you will ensure continuous improvements to our advisor-facing products, aiming to excite our advisor base, lead the market, and attract additional business. This team focuses on institution product and program management, specifically the execution of large cross-functional programs to support our strategic initiatives and product development efforts.

Responsibilities:

• Strategic Initiative Management: Assist in the project management of strategic initiatives and projects, ensuring they are undertaken in an efficient and effective manner.

• Problem Solving and Implementation: Break down complex problems into logical steps, implementing near-term, low-fidelity solutions, and defining scalable, long-term solutions in collaboration with product partners.

• Due Diligence and Integration: Lead due diligence, technology consulting initiatives, and integration activities to support strategic partnerships and M&A opportunities.

• Strategic Assessment and Implementation: Formulate strategic assessments, operational build-outs, and implement onboarding for new affiliation models (e.g., business lines/channels).

• Business Product Requirements: Create detailed business product requirements for development teams to ensure alignment with strategic goals.

• Reporting and Presentations: Prepare best-in-class reports and presentations related to strategic plays, potential M&A transactions, and growth initiatives, ensuring they are ready for SVP+, C-Suite, and Board review.

• High-Level Strategy Communication: Understand and articulate high-level strategies, breaking down business models to their core fundamentals.

• Senior Leadership Engagement: Drive discussions with senior leaders to gain buy-in for new business solutions, leveraging your understanding of their goals and incentives to drive alignment.

• Customer Journey Creation: Ability to design and map out customer journeys to identify opportunities, enhance processes, and secure buy-in for executing future state workflows.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 10+ years of experience in management consulting, digital transformation, client experience, or project management within the financial services industry with a focus on wealth management

• 10+ years of experience with business efficiency consultation experience with design mapping and technical solution delivery.

• 10 Years of experience presenting to senior leadership and creating presentation documentation.

• Demonstrated experience with large scale change management/large conversion project experience.

• 8+ years of project management experience utilizing Agile and/or Waterfall methodologies.

• Excellent Microsoft Office experience (PowerPoint; Excel)

Core Competencies:

• MBA preferred

• FI