SVP, Business Management (Chief of Staff, Business Development)

Job Overview

LPL is a highly organized, strategic, and execution-focused professional to support the Managing Director of Business Development as Chief of Staff in driving operational excellence, cross-functional alignment, and implementation of strategic initiatives across the sales organization. The Senior Vice President, Business Management must be an innovative problem solver who is able to move fluidly between executing on the strategic vision of the department while staying attuned to the minute details. The successful person will be deeply involved in business execution decision-making and must prioritize and balance commitments while building a reputation for reliability, objectivity, and partnership across Advisor & Institution Business Development and the enterprise.

Key Responsibilities

• Establish and maintain effective management and reporting routines that allow the Managing Director to focus on “items that matter”.

• Prepare and provide thought leadership for executive level reports and presentations, including the Board of Directors, Management Committee and Executive Steering Committees.

• Coordinate the execution of strategic initiatives and department-wide deliverables with senior leaders across our Advisor & Institution Business Development team.

• Collaborate with the Managing Director and the BD leadership team to create department goals and operationalize the business plan.

• Manage the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency into the effectiveness of the organization.

• Participate in ongoing business planning (e.g., budget, headcount, key priorities, initiative funding).

• Act as proxy for Managing Director and/or business unit as needed.

• Oversee all aspects of expense management including headcount.

• Prepare influential executive level presentations to facilitate fact-based business cases, recommendations, and program updates.

• Ensure close partnership with Human Recourses partners and other COEs across Advisor & Institution Business Development to ensure adherence to firm-wide deliverables.

Requirements

• A minimum of 8 or more years of experience in sales strategy, business operations, consulting, or similar roles supporting senior executives. Experience in high-growth B2B environments preferred

• Proven ability to lead cross-functional initiatives and drive execution in complex environments

• Strong analytical, organizational, and communication skills

• High emotional intelligence and ability to build trust across all levels of the organization

• Prior metrics and reporting experience; comfortable extracting themes and “connecting dots” to create insights from key performance indicators

• Build trust with team and colleagues, able to work successfully across all business units

• Excellent project management and planning skills

• Proven ability to convey a compelling story through executive level presentations in PowerPoint

• Extremely detail-oriented with a high level of commitment and follow-through

• Ability to manage multiple tasks concurrently with minimal supervision

• Strong written and verbal communication skills with both technical and non-technical audiences

• A motivated self-starter with an entrepreneurial spirit who can work both autonomously and collaboratively

• Exhibits sense of urgency with commitment to timely execution

 

Pay Range:

$167,500-$279,100/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