AVP, Sales Strategy and Operations

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

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 22,000 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.

Job Overview:

As the AVP, Sales Strategy and Operations your responsibilities will span from shaping pivotal sales strategies to leading the operational execution of critical initiatives. You will develop market insights and recommendations for our sales professionals through competitive analysis, streamline sales processes through workflow evaluation and mapping, manage reporting and forecasting of OKRs and KPIs, and create executive-level content.

You should be someone who combines strategic thinking, human-centered design, market research, and data analysis to identify business value and customer needs so we drive advisor growth and attract more leading advisors to join LPL from the top global banks, wirehouses, and RIAs.

Responsibilities:

1. Strategy and Market Analysis

• Conduct thorough market analysis to identify trends, opportunities, and unique competitive advantages over our top competitors

• Deliver data-driven actionable insights and recommendations to business development sales professionals to enable pipeline feeding and management and to enhance prospect engagement

• Collaborate with senior leadership to define long-term goals and develop strategic roadmaps.

• Develop compelling content from competitive intelligence, to be readily usable by our sales professionals to attract and win prospects over

• Create documents, frameworks, and in-depth analysis (quantitative and qualitative) to present insights 

2. Operational Excellence and Process Optimization

• Translate strategic plans into actionable projects; implement process enhancements to create sales efficiencies and increase our deal efficacy 

• Map end-to-end processes across our sales department, identifying bottlenecks, inefficiencies, and areas for improvement.

• Champion a customer-centric approach to sales operations, to design and enhance the advisor experience throughout the sales lifecycle

• Work closely with different teams across marketing, finance and business development to optimize workflows and ensure alignment with strategic goals

• Monitor key performance indicators (KPIs) related to sales operations and our department-wide OKRs.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements: 

• Bachelor’s degree in Business, Finance, or a related field

• 5+ years of experience in consulting, strategy, operations, or related roles 

• Excellent communication and leadership abilities

• Strategic mindset with a focus on execution

• Knowledge of the financial services industry

Core Competencies:

• A strategic thinker, effective and concise communicator, problem-solver, highly motivated and thrives in a fast-paced environment

• A curious personality eager to be proficient in a wide range of fields and skillsets

• A proven history of turning market research into actionable insights

• A passion and ability to translate data into visual stories

• Attention to detail and ability to manage multiple projects simultaneously

• Familiarity with Lean Management and Agile Methodologies

• Comfortable with ambiguity and unafraid to test new methods

• Passion for fast-paced, entrepreneurial work environments

Preferences:

• Consulting background and experience is a plus

• Understanding of Design Thinking and Human-Centered Design principles is a plus

• Superior analytical skills to identify relevant data and insights and present them in an actionable manner

• Superior presentation skills, with robust experience developing strategic narratives and positionings

Pay Range:

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 (855) 575-6947.