Vice President at Pariveda handling consulting strategies and client relations in Seattle. Leading technology solutions and mentoring teams to drive business growth and development.
About the role
- AVP for Client Solutioning at LPL Financial, developing innovative solutions for independent and institutional clients. Collaborating cross-functionally to drive substantial value creation and manage key initiatives.
Responsibilities
- Develop creative and innovative solutions for the firm's largest independent and institutional clients and high-value prospects that address complex business challenges and drive substantial value creation
- Drive due diligence, technology consulting initiatives, and integration activities to support strategic partnership opportunities
- Drive the strategic alignment of client priorities and initiatives through ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program execution
- Collaborate across the firm to gain/maintain alignment on vision, strategy, and performance to client goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to demonstrate the value proposition to clients
- Develop and implement roadmaps, plans, and metrics to communicate progress, risks, and execution approaches, and create best-in-class reports and presentations related to client priorities and initiatives
- Actively anticipate, identify, and manage risks within position scope and at the company, and raise issues to appropriate levels for attention and transparency
- Coach, mentor, and help drive a high-performing team to deliver on objectives
- Build strong relationships and collaborate with internal team members and business partners to strategize and develop innovative solutions for an industry-leading adviser and institution experience in a way that encourages creativity and continuous improvement
- Provide analysis and project management on a variety of strategic initiatives impacting Affiliation Models and Institutional Clients and assist in creating and implementing best practices for project implementation and reporting via PowerPoint, Excel, BOX, Smartsheet, Jira, Confluence, and AHA!
Requirements
- Bachelor’s degree in a related field
- 5+ years of experience in management consulting, product management, corporate strategy or project management preferably within a financial services or related FinTech firm
- Experience effectively manage multiple initiatives/projects at one time, work within a team, show strong attention to detail, communicate clearly and concisely, work comfortably with incomplete information, and deal with ambiguity in a fast-paced environment
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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