LPL Financial hiring Head of Business Services in San Diego, CA | LinkedIn (2024)

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

The Executive Vice President, Business Services is a general manager leadership role within our Business Solutions suite of services. Now serving nearly 4,000 advisors and institutions, our Business Solutions help clients streamline their operations, elevate their client experience, and increase their impact. Learn more at http://www.lplbusinesssolutions.com.

This role oversees several key Business Solutions that are focused on helping clients run thriving wealth businesses. We are seeking an outstanding executive with a growth mindset, who leans into ambiguity, has a bias for action, and mobilizes large teams to accelerate success.

Key Responsibilities:Drive Growth

• Lead high-performing teams responsible for the end-to-end advisor experience: from onboarding to day-to-day service to renewal and off-ramp
• Drive growth of services through high retention rates and enabling new client growth
• Identify, evaluate, and implement opportunities to improve delight and efficiency, by evolving the product and delivery experience
• Develop new services, in partnership with New Services team
• Define and execute opportunities to expand existing services to new segments of advisors and create a more cohesive storefront experience
• Develop a deep level of personal engagement with customers and create a strong feedback loop from customers to teams
• Manage Business Services P&L, including profitability of services and delivery against key financial goals
• Inspire teams to deliver outstanding service for advisors and their clients and maintain a high level of employee engagement
• Serve as an internal- and external-facing voice for LPL Business Solutions, with employees, advisors, and the external marketplace / media

Required Experience

• 15+ years in financial services and/or B2B services
• General manager with experience in finance, operations, and/or product management and proven ability to improve both customer delight and business profitability
• Strategic agility to evaluate both quantitative and qualitative data and develop a customer-centric vision
• Strong strategy skills combined with a willingness to think boldly and challenge the status quo
• Ability to build strong cross-functional relationships to drive growth and expansion
• Strong executive presence that leads to effective communication of the organization’s strategic roadmap at multiple levels - to employees, advisors, peers, and the Board
• Ability to manage and lead geographically dispersed teams effectively in dynamic and fast paced environment
• Knowledge of LPL preferred

Pay Range: 0 - 999,999

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!

Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 (800) 877-7210.