Senior Securities & Markets professional at MUFG responsible for data stewardship and clarity. Collaborating with teams to improve the quality and usability of Securities & Markets data.
About the role
- VP of Corporate RIA Channel Strategy at LPL Financial. Supporting strategic initiatives for independent advisors in financial services industry.
Responsibilities
- Assist in creating and evaluating strategic initiatives for our independent advisor affiliation models.
- Help define and evolve the value proposition on our corporate RIA for advisors and independent wealth management firms, considering their unique needs and market trends.
- Leverage market data to assist with competitive assessments, identify market opportunities, and inform strategic recommendations.
- Conduct market analysis to monitor industry trends, developments, and competitive moves to inform strategy.
- Draw actionable business insights from large, disparate data-sets.
- Work closely with cross-functional teams to support the execution of tactical plans that enhance the advisory experience.
- Support the integration of technology and business solutions that improve advisor efficiency and service capabilities.
- Coordinate efforts across multiple business units and departments to ensure alignment and progress on strategic projects.
- Synthesize advisor feedback and business intelligence into insights and recommendations to improve the advisor experience.
- Create briefing materials for key internal and external meetings, summarizing analysis for senior leadership.
- Support efforts to increase advisor satisfaction and retention by identifying and addressing key pain points.
- Provide strategic expertise and operational support to expand multi-custody capabilities.
- Manage multiple project requests, ensuring tasks are prioritized and delivered in a timely manner.
Requirements
- Bachelor’s degree
- 5+ years of experience in financial services, with knowledge of wealth management or advisory platforms
- Familiarity with various advisory business models (e.g., independent, hybrid, institutional)
- Experience in corporate strategy, product management, or strategic program management
- Strong communication, presentation, and analytical skills, with the ability to summarize complex information
- Ability to work both independently and collaboratively in a fast-paced, dynamic environment.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitive total rewards package
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