VP, Business 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 and Solutions team within LPL’s Client Success team. As a trusted partner of Business, Technology, and Product orgs, 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 Strategy and Growth focuses on capabilities which span business lines, product families, and business operations, which enable advisor journeys with a focus on bringing personalization capabilities to all LPL Clients. 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 project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.

This role will help lead the delivery of Personalization capabilities across all LPL Clients.  This will enable our clients to have greater control over how they interact with LPL’s products and solutions so that their LPL experience more closely aligns with their business operations.​ 

Responsibilities:

• Collaborate on internal workstreams to drive strategy and decision-making specific to personalization across product domains.

• Partner with teams focused on CRM capabilities, Account Lifecycle Management, Data Transformation, and Operational Enablement, ensuring cohesive planning while maintaining focus on our cross functional outcomes and journeys.

• Engage with Business subject matter experts within Legal, Compliance, and Investment products to build out critical business requirements and outcomes, supporting the Product teams in the development of clear acceptance criteria and backlogs which will enable a cohesive solution set.

• Demonstrate ownership within the “Personalization” 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 organization to tackle complex challenges.

• Work closely with cross-functional teams, including sales, marketing, product, technology, and operations, to align and execute on partnership objectives and goals

• Consult with corporate strategy, business leadership, operations, risk and compliance, and other key stakeholder groups in order to represent their perspective and business needs in the context of our strategic roadmaps.

• Stay current on industry trends and developments and incorporate this knowledge into the partnership design and solutioning

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:

• Strong understanding of the financial services industry, including regulations and compliance requirements

• Experience working with large wealth management institutions and driving growth through strategic partnerships

• Demonstrated experience working with client or account onboarding within finan