Regional Vice President - Advisor Relations in financial services, developing and supporting advisor networks for sustained growth. Building relationships and analyzing practices to facilitate asset retention and compliance.
About the role
- VP of Strategy leading strategic initiatives and data strategy at LPL Financial. Collaborating with leadership to enhance business solutions in the wealth management industry.
Responsibilities
- Report to the SVP- Strategy & Operations for LBS to lead strategic initiatives and data strategy for Business Solutions, including subscription and non-subscription based solutions.
- Lead pricing strategy for portfolio of solutions
- Partner with key internal stakeholders across LBS, FP&A, Business Line Strategy, and Client Success teams to get qualitative and quantitative data to design and/or enhance existing pricing constructs to better achieve business goals
- Lead annual pricing analysis and provide recommendations for strategic adjustments for upcoming fiscal year
- Lead key strategic initiatives that have applicability across all of LBS in partnership with LBS leadership team
- Own LBS 3-year strategic roadmap while providing input on and adhering to mid and long term product roadmaps, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones
- Implementation of automation solutions and other technology in the search for more efficient tasks and processes.
- Lead process improvements linked to the increase in efficacy & efficiency of our products and solutions.
- Determine and own on-going management of business strategy metrics, KPIs and reports that will allow the measurement of solutions impact across LPL (LPL SSS, LPL NPS, Monetization referrals- L&S, Realignment impact)
- Evolve as necessary and own the on-going delivery of operational efficiency dashboards to provide visibility into the operational health of our business unit (product satisfaction, customer retention, employee productivity, drivers of unit economics, etc.)
- Support product operations teams as necessary with demand planning model to drive optimal staffing levels by incorporating sales projections, employee on-boarding and ramp to full productivity
- Support Board and Executive presentations to communicate impact, opportunities and challenges within Business Solutions product set
Requirements
- 5+ years in leading high performing data, business strategy, and/or related teams
- 5+ years in the Wealth Management industry, with familiarity across all advisor mediated spaces
- 3+ years working with senior and executive leadership to develop and maintain a rolling, cross-domain investment roadmap
- 2+ years of working with Salesforce or Salesforce service cloud as a ticketing system or task management system
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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