LPL Financial
SVP, Business Management (Chief of Staff, Business Development)
LPL Financial, San Diego, California, United States, 92101
Senior Vice President, Business Management
LPL is a highly organized, strategic, and execution-focused professional to support the Managing Director of Business Development as Chief of Staff in driving operational excellence, cross-functional alignment, and implementation of strategic initiatives across the sales organization. The Senior Vice President, Business Management must be an innovative problem solver who is able to move fluidly between executing on the strategic vision of the department while staying attuned to the minute details. The successful person will be deeply involved in business execution decision-making and must prioritize and balance commitments while building a reputation for reliability, objectivity, and partnership across Advisor & Institution Business Development and the enterprise. Key Responsibilities Establish and maintain effective management and reporting routines that allow the Managing Director to focus on "items that matter". Prepare and provide thought leadership for executive level reports and presentations, including the Board of Directors, Management Committee and Executive Steering Committees. Coordinate the execution of strategic initiatives and department-wide deliverables with senior leaders across our Advisor & Institution Business Development team. Collaborate with the Managing Director and the BD leadership team to create department goals and operationalize the business plan. Manage the governance and production of the department's executive-level dashboard, which includes key performance metrics that provide transparency into the effectiveness of the organization. Participate in ongoing business planning (e.g., budget, headcount, key priorities, initiative funding). Act as proxy for Managing Director and/or business unit as needed. Oversee all aspects of expense management including headcount. Prepare influential executive level presentations to facilitate fact-based business cases, recommendations, and program updates. Ensure close partnership with Human Recourses partners and other COEs across Advisor & Institution Business Development to ensure adherence to firm-wide deliverables. Requirements A minimum of 8 or more years of experience in sales strategy, business operations, consulting, or similar roles supporting senior executives. Experience in high-growth B2B environments preferred Proven ability to lead cross-functional initiatives and drive execution in complex environments Strong analytical, organizational, and communication skills High emotional intelligence and ability to build trust across all levels of the organization Prior metrics and reporting experience; comfortable extracting themes and "connecting dots" to create insights from key performance indicators Build trust with team and colleagues, able to work successfully across all business units Excellent project management and planning skills Proven ability to convey a compelling story through executive level presentations in PowerPoint Extremely detail-oriented with a high level of commitment and follow-through Ability to manage multiple tasks concurrently with minimal supervision Strong written and verbal communication skills with both technical and non-technical audiences A motivated self-starter with an entrepreneurial spirit who can work both autonomously and collaboratively Exhibits sense of urgency with commitment to timely execution Pay Range: $167,500-$279,100/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! 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. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. 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. 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.
LPL is a highly organized, strategic, and execution-focused professional to support the Managing Director of Business Development as Chief of Staff in driving operational excellence, cross-functional alignment, and implementation of strategic initiatives across the sales organization. The Senior Vice President, Business Management must be an innovative problem solver who is able to move fluidly between executing on the strategic vision of the department while staying attuned to the minute details. The successful person will be deeply involved in business execution decision-making and must prioritize and balance commitments while building a reputation for reliability, objectivity, and partnership across Advisor & Institution Business Development and the enterprise. Key Responsibilities Establish and maintain effective management and reporting routines that allow the Managing Director to focus on "items that matter". Prepare and provide thought leadership for executive level reports and presentations, including the Board of Directors, Management Committee and Executive Steering Committees. Coordinate the execution of strategic initiatives and department-wide deliverables with senior leaders across our Advisor & Institution Business Development team. Collaborate with the Managing Director and the BD leadership team to create department goals and operationalize the business plan. Manage the governance and production of the department's executive-level dashboard, which includes key performance metrics that provide transparency into the effectiveness of the organization. Participate in ongoing business planning (e.g., budget, headcount, key priorities, initiative funding). Act as proxy for Managing Director and/or business unit as needed. Oversee all aspects of expense management including headcount. Prepare influential executive level presentations to facilitate fact-based business cases, recommendations, and program updates. Ensure close partnership with Human Recourses partners and other COEs across Advisor & Institution Business Development to ensure adherence to firm-wide deliverables. Requirements A minimum of 8 or more years of experience in sales strategy, business operations, consulting, or similar roles supporting senior executives. Experience in high-growth B2B environments preferred Proven ability to lead cross-functional initiatives and drive execution in complex environments Strong analytical, organizational, and communication skills High emotional intelligence and ability to build trust across all levels of the organization Prior metrics and reporting experience; comfortable extracting themes and "connecting dots" to create insights from key performance indicators Build trust with team and colleagues, able to work successfully across all business units Excellent project management and planning skills Proven ability to convey a compelling story through executive level presentations in PowerPoint Extremely detail-oriented with a high level of commitment and follow-through Ability to manage multiple tasks concurrently with minimal supervision Strong written and verbal communication skills with both technical and non-technical audiences A motivated self-starter with an entrepreneurial spirit who can work both autonomously and collaboratively Exhibits sense of urgency with commitment to timely execution Pay Range: $167,500-$279,100/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! 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. Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Impactful Work: Our size is just right for you to make a real impact. Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Community Focus: We care for our communities and encourage our employees to do the same. 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. 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.