LPL Financial
VP, Business Design and Solutioning Internal CRM Sales & Service
LPL Financial, Fort Mill, South Carolina, United States, 29715
Are you someone with a professional background in finance, consulting, or product management? Are you a strategic thinker with excellent analytic capabilities and experience? Are you looking to focus on large strategic transformations, mergers & acquisitions, and strategy space across independent advisor and institutions? Excited to learn more? If so, then this could be the role for you!
Job Overview:
LPL Financial is a leader in the financial services industry with a world-class wealth management platform. We help our clients, from individual advisors to financial institutions, build great wealth management businesses with a range of solutions from custody and brokerage to investment advisory and technology platforms.
Within our Business Design & Solutioning team we are seeking a Vice President to support both strategy and execution of our internal CRM platform used across sales and service. This role will interface with sales/service business stakeholders, product and technology teams to "unify" into a single CRM instance driving effective collaboration across internal teams, enhancing customer engagement, and creating value for both the company and our clients. As the business owner, you will be a trusted partner, drive outcomes, lead cross-functional teams, and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions regarding transformation programs, product development, large conversion events, and our organic growth strategy.
The teams' goal is to leverage both the strengths of our existing business model and expand into new markets where we enhance the capabilities we offer our customers in the wealth management space. 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.
Responsibilities:
Strategic Leadership:
Lead the strategic vision and execution of the unified CRM platform, ensuring alignment with business goals and objectives. Drive the transition from a decentralized to a unified CRM system. Distill requirements across internal sales and service business stakeholders
Improved Collaboration:
Foster effective collaboration between sales and service teams by implementing a shared platform. Service teams can inform sales about potential upsell opportunities based on client interactions, while sales can provide service teams with insights into client needs and preferences.
Increased Revenue Opportunities:
With a holistic view of the client journey, identify and act on cross-sell and upsell opportunities more effectively. Drive revenue growth through improved customer insights and tailored services.
Better Customer Insights:
Combine data from both sales and service interactions to gain deeper insights into client behavior and preferences. Understand where a client is in the lifecycle to tailor services and enhance overall client satisfaction, setting the stage for more sophisticated AI in the future.
Enhanced Productivity:
Streamline workflows and reduce the time spent on administrative tasks by implementing a unified CRM system. Ensure teams can quickly access the information they need without switching between different systems and formatting data.
Data Management:
Oversee the consolidation and management of data to ensure consistency, accuracy, and trustworthiness. Eliminate data duplication and confusion by creating a single source of truth.
User Experience:
Enhance the user experience by streamlining workflows, reducing administrative tasks, and ensuring the platform is user-friendly and accessible. Implement modern design and improved navigation.
Performance Monitoring:
Monitor the performance of the CRM platform, identifying and addressing any issues or areas for improvement. Ensure the platform meets business objectives and delivers value.
Drive strategic change through the establishment and ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program and product execution
Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs
Drive decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution
Create best-in-class reports and prepare presentations related to LPL's strategic plays, potential conversion transactions, and growth initiatives that are SVP+, C-Suite, and Board ready
Develop roadmaps, plans, and metrics that communicate progress, risks, issues, and approach to execution that support continuous learning and improve outcomes. Sets a high bar for results through repeatable, scalable processes
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 are able to execute in a way that encourages
creativity
and
continuous improvement .
Requirements:
Bachelor's degree in a related field required; MBA or other advanced degree preferred
10+ years of experience in product management, management consulting, corporate strategy, program & project management preferably within a financial services or related FinTech firm
5+ years of developing, cultivating, and leading strong, high-performing teams in an agile environment
Flexibility and organizational change management experience
Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
Preferences:
The ability to work in a cross-functional team and drive outcomes without having direct authority
Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
Actively anticipates, identifies, and manages risks within position scope and at the company
Demonstrated ability to interact and influence senior leaders
Ability to create a strategy/plan that articulates that incorporates a business's vision
Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
#LI-PA
Pay Range: $145,400.00 - $242,300.00 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 care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment:
We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential:
Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission:
We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work:
Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality:
We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus:
We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25
Job Overview:
LPL Financial is a leader in the financial services industry with a world-class wealth management platform. We help our clients, from individual advisors to financial institutions, build great wealth management businesses with a range of solutions from custody and brokerage to investment advisory and technology platforms.
Within our Business Design & Solutioning team we are seeking a Vice President to support both strategy and execution of our internal CRM platform used across sales and service. This role will interface with sales/service business stakeholders, product and technology teams to "unify" into a single CRM instance driving effective collaboration across internal teams, enhancing customer engagement, and creating value for both the company and our clients. As the business owner, you will be a trusted partner, drive outcomes, lead cross-functional teams, and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions regarding transformation programs, product development, large conversion events, and our organic growth strategy.
The teams' goal is to leverage both the strengths of our existing business model and expand into new markets where we enhance the capabilities we offer our customers in the wealth management space. 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.
Responsibilities:
Strategic Leadership:
Lead the strategic vision and execution of the unified CRM platform, ensuring alignment with business goals and objectives. Drive the transition from a decentralized to a unified CRM system. Distill requirements across internal sales and service business stakeholders
Improved Collaboration:
Foster effective collaboration between sales and service teams by implementing a shared platform. Service teams can inform sales about potential upsell opportunities based on client interactions, while sales can provide service teams with insights into client needs and preferences.
Increased Revenue Opportunities:
With a holistic view of the client journey, identify and act on cross-sell and upsell opportunities more effectively. Drive revenue growth through improved customer insights and tailored services.
Better Customer Insights:
Combine data from both sales and service interactions to gain deeper insights into client behavior and preferences. Understand where a client is in the lifecycle to tailor services and enhance overall client satisfaction, setting the stage for more sophisticated AI in the future.
Enhanced Productivity:
Streamline workflows and reduce the time spent on administrative tasks by implementing a unified CRM system. Ensure teams can quickly access the information they need without switching between different systems and formatting data.
Data Management:
Oversee the consolidation and management of data to ensure consistency, accuracy, and trustworthiness. Eliminate data duplication and confusion by creating a single source of truth.
User Experience:
Enhance the user experience by streamlining workflows, reducing administrative tasks, and ensuring the platform is user-friendly and accessible. Implement modern design and improved navigation.
Performance Monitoring:
Monitor the performance of the CRM platform, identifying and addressing any issues or areas for improvement. Ensure the platform meets business objectives and delivers value.
Drive strategic change through the establishment and ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program and product execution
Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs
Drive decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution
Create best-in-class reports and prepare presentations related to LPL's strategic plays, potential conversion transactions, and growth initiatives that are SVP+, C-Suite, and Board ready
Develop roadmaps, plans, and metrics that communicate progress, risks, issues, and approach to execution that support continuous learning and improve outcomes. Sets a high bar for results through repeatable, scalable processes
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 are able to execute in a way that encourages
creativity
and
continuous improvement .
Requirements:
Bachelor's degree in a related field required; MBA or other advanced degree preferred
10+ years of experience in product management, management consulting, corporate strategy, program & project management preferably within a financial services or related FinTech firm
5+ years of developing, cultivating, and leading strong, high-performing teams in an agile environment
Flexibility and organizational change management experience
Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
Preferences:
The ability to work in a cross-functional team and drive outcomes without having direct authority
Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
Actively anticipates, identifies, and manages risks within position scope and at the company
Demonstrated ability to interact and influence senior leaders
Ability to create a strategy/plan that articulates that incorporates a business's vision
Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
#LI-PA
Pay Range: $145,400.00 - $242,300.00 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 care of their clients.
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment:
We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential:
Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission:
We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work:
Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality:
We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus:
We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards:
Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an
@lplfinancial.com
email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25