AVP, Wealth Management Strategic Insights

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:

As the AVP, Wealth Management Insights and Analytics, you’ll work with your strategy colleagues, as well as sales and product managers, to help develop the Wealth Management Organization’s goals and drive execution. You’ll be a key player in new initiatives and monitoring their outcomes. All along the way, you will illustrate the work via PowerPoint, tableau, and other tools and keep close tabs on these initiatives via data sourced by you or provided by business partners.

Responsibilities:

• Support the planning, growth and monetization of the LPL’s Wealth Management business by collaborating throughout the org.

• Assist in the development of long-term strategies and roadmaps to support the evaluation of potential new opportunities and initiatives.

• Organize and develop monthly business performance read-outs to inform leadership and collect key performance commentary.

• Lead cross-functional initiatives with marketing, finance, and Wealth Management to drive to powerful business outcomes

• Set up, monitor and improve reporting needed to track and evaluate the success and impact of new strategies.

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:

• Bachelor's degree

• 5+ years of working experience with 3+ years of working experience in a strategy, data analytics or financial analytics role

Core Competencies:

• Strong verbal and written communication skills, a positive attitude, and excellent listening skills with ability to persuade and influence others 

• Reliable self-starter, with a collaborative mindset and ability to build strong relationships across the organization.

• Strong experience with visualization: PowerPoint, excel and tableau

• Strong experience with data manipulation: SQL, Alteryx, Python or R

Preferences:

• 3+ years of financial services experience, particularly in Wealth Management

• Project Management experience – keeping track of progress and holding responsible parties accountable for their work

• Tangible experience in building and deploying business management frameworks

• Advanced Degree (MBA, Master in Data Science)

#LI-PA

 

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 run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take car