AVP Operations Strategic Support

AVP, Operations Strategic Support

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview
The Operations department at LPL is implementing a multi-year strategy to transform how we operate and scale to more efficiently support our advisors.  We are seeking an Assistant Vice President on the Operations Strategy team to support the VP, Chief of Staff, who directly supports LPL’s Head of Operations and the Operations leadership team. In this role, the AVP will collaborate with leadership team members to help tell our transformation story and influence executive audiences, coordinate key meetings including developing agendas and content, and manage deliverable timelines.

The ideal candidate will bring a demonstrated track record of successfully working closely with senior leaders, effective storytelling through data, design, and deck building, and strong organizational skills. A background in consulting, strategy, communications, and/or change management is preferred.

Responsibilities

• Collaborate with leaders, project teams, and partners to build decks for various audiences telling the story and impact of our work, including Board of Directors, executive leaders, project teams, and department-wide meetings
• Manage deliverable timelines including review and work-back schedules
• Organize department-level meetings and events with business partners
• Actively provide thought partnership to our department leaders
• Assist with other tasks to ensure an effective Operations organization

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 can execute in a way that encourages creativity and continuous improvement.  An individual contributor who can anticipate demands, brings a point of view, and is comfortable bringing order to ambiguity.

Requirements:

• 5+ years experience building executive-level presentations, partnering with leaders, and influencing organizational change

Core Competencies:

• This candidate should be a strategic thinker, effective and succinct communicator, problem-solver, highly motivated and thrive in a changing environment.
• Very strong deck building and storytelling skills; background in visual design and telling stories with data a plus.
• Strong written and verbal communication skills with the ability to interact effectively with upper-level executives.
• A proven history of building and maintaining excellent relationships and partnering with executives at all levels to help drive change.

Preferences:

• 2+ years of management consulting experience
• PowerPoint experience, creating executive (C-level) and board level materials and presentations (Advanced proficiency)
• Change management, Program management or Project management experience
• Experience supporting leaders on executive level and C-level
• BA/BS degree preferred

 

Pay Range:

$80,363-$133,938/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