Are you a team player with a growth mindset? Are you interested in leading meaningful tech-related projects and managing long-term programs?? Are you interested in being part of a team that is working to transform and do things differently? If so, Client Success 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 18,000 financial advisors, 800 institution-based investment programs and 450 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:
The VP, Sales Products will lead the charge enhancing the tool suite and identifying new solutions with the intention of improving the efficiency of the Client Success team’s work. They will be responsible for developing and overseeing the use of tools that enable our sales and retention process.
The VP, Sales Products will act as a liaison between CS stakeholders and our Technology and Product partners, and ensure CS has access to the right product solutions at the right time. The VP, Sales Products will build a deep understanding of the NSM team needs and translate them into outcomes within our tool suite, with a heavy focus on Salesforce optimization. They will select, implement, and manage sales automation tools and work with our Training team to support the change management needed to optimize use and adoption of these tools.
The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, data, and financial knowledge. They will assist with the development and delivery of product solutions, and ensure creative and continuous improvements to our product suite, with the goal of exciting our stakeholders and making it easier for our employees to do their work.
This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.
We want strong collaboratorswho can deliver a world-class client experience, 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.
Responsibilites:
- 60% Execution and 40% Strategy
- Tactical focus of refining the “What”, “Why” and “When” priorities for the CS tool suite
- Create vision, execution roadmaps, and timeline for the product
- Lead listening sessions with business leaders to understand expected outcomes, and translate them into action for our Product and Technology partners
- Communicates with stakeholders, end users, business and IT and manages their expectations
- Business expert that prioritizes the work needed by stakeholders and pushes timely execution
- Balance work on current solutions and future opportunities and decide what will/will not remain in the backlog
What does your success look like in the first 90 days?
- Immerse yourself in, and learn as much as you can about Client Success, agile model, our product suite including Salesforce and Actifi, the company, and our advisors
- Bring a fresh perspective, ideas, and critical thinking to how our growing team operates, consistently asking questions and pushing for progress over perfection
- Work with others in the team, department, and across the company to understand the LPL ecosystem and how it pertains to our strategic plays, business line and product development
Requirements:
- 5-10+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
- 5+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
- 5+ years Salesforce Experience
Core Competencies:
- Strong leadership, communication, writing, and relationship skills across varied levels of influence
- Think strategically, execute tactically – excellent analytical and logic skills
- Ability to work well in a fast-paced, changing environment
- Ability to partner with both technology and business Associates to develop and implement solutions
- Strong knowledge of project life cycle, Excel, and PowerPoint
- Ability to multi task and work independently
- Flexibility and organizational change management experience
- The ability to work in a cross-functional team and drive outcomes without having direct authority
- Must be able to comfortably and effectively communicate cross-functionally with multiple technical and non-technical teams
- Outstanding organizational skills, especially with adapting to change and shifting priorities appropriately
- Ability to size and scope features and stories, and use quantifiable methods to prioritized work
- Ability to effectively address “cost, performance, and schedule” constraints
- Translate strategic vision into technical specifications
Preferences:
- Salesforce certification a plus
Pay Range:
$145,800-$218,700/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!
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 areone 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.