VP, Business Design & Solutions, ClientWorks Platform

VP Business Design & Solutions

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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 role will drive the delivery of an advisor workstation transformation, focused on the evolution of our advisor workstation, ClientWorks, across both web and mobile applications. This critical evolution enables our advisors to build more client-centric practices and enables industry leading user experiences for advisors and their clients.

Responsibilities :

• Collaborate on internal workstreams to drive strategy and decision-making specific to ClientWorks web and mobile experiences.
• Provide thought leadership on key strategic issues impacting the organization; influence others by providing advice, counsel, or persuasive communications.
• Partner with teams focused on Unified Wealth, Client-Centricity, Data Transformation, and Mobile ensuring cohesive planning while maintaining focus on our cross-functional outcomes and critical journeys.
• Engage with Business subject matter experts across the firm to ensure clarity on critical business requirements and desired outcomes, supporting the Product teams in the development of clear acceptance criteria and backlogs which will enable a cohesive solution set.
• Demonstrate ownership of the ClientWorks Platform 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 firm to tackle complex challenges.
• Lead cross-functional teams in identifying and prioritizing opportunities based on business goals and strategies; collaborate with team members to develop creative solutions and implement plans.
• Consult with corporate strategy, business leadership, operations, risk and compliance, and other key stakeholder groups to represent their perspective and business needs in the context of our strategic roadmaps.
• Contribute to a culture of collaboration, learning agility, and self-awareness; actively listen and ask questions to clarify expectations and seek feedback for continuous improvement.
• Demonstrate strong understanding of industry landscape, competitors' offerings, and emerging trends; apply this knowledge to develop innovative ideas and recommend actions.

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 :

Core Competencies :

Preferences :

Pay Range : $145,388-$242,313 / 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!

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.