📌 Core Information
- Job Title: Assistant Vice President, Business Strategy & Growth
- Company: LPL Financial
- Location: Fort Mill/Charlotte, Remote New York, Remote New Jersey
- Job Type: Full-Time
- Category: Business Strategy & Growth
- Date Posted: April 4, 2025
- Experience Level: 5-10 years
- Remote Status: Hybrid (On-site with remote options)
🚀 Job Overview
Key aspects of this role include:
- Driving strategic transformation initiatives across cross-functional teams
- Managing and executing configuration tasks within deadlines
- Identifying opportunities for operational efficiency and client experience improvements
- Collaborating with various teams, including Business Model Owners, Product & Platform Strategy, CARE, Legal/Risk, Technology, and external partners
*ASSUMPTION: This role requires strong project management, analytical, and communication skills to succeed in a dynamic, cross-functional environment.*
📋 Key Responsibilities
- Drive the execution of strategic transformation initiatives through process ownership and manual component achievement
- Gather and document configuration components driving personalized experiences across platforms
- Analyze requirements, confirm configuration accuracy, and ensure compliance
- Plan and execute assigned configuration tasks, establishing baseline reference points for tracking changes
- Identify opportunities for operational efficiency and client experience improvements, raising issues to proper levels and driving transparency
*ASSUMPTION: The role involves a high degree of collaboration, stakeholder management, and problem-solving to ensure successful project execution.*
🎯 Required Qualifications
- Education: Bachelor’s degree or equivalent experience
- Experience: 5+ years in product management, management consulting, corporate strategy, or program & project management within a financial services or related FinTech firm
- Required Skills:
- Strong analytical skills
- Demonstrated ability to evaluate business opportunities and results against established objectives
- Flexibility and organizational change management experience
- Preferred Skills:
- Expert communication skills, both written and oral
- Expert consensus-building and risk management skills
- Self-starter with a demonstrated ability to multi-task and prioritize workload in a fast-paced, changing environment
- Entrepreneurial drive and a do-what-it-takes attitude, grounded in tangible results to improve the client experience
- Excellent organizational time management and organizational skills with keen attention to details
- Demonstrated business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests
*ASSUMPTION: While a specific degree is not required, a bachelor's degree or equivalent experience is expected for this role due to the complexity of the responsibilities.*
💰 Compensation & Benefits
- Salary Range: $110,775 - $184,625/year
- Benefits:
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- Working Hours: Full-time, with flexibility for remote work
*ASSUMPTION: The salary range is based on industry standards for similar roles and may vary based on relevant skills, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.*
📌 Applicant Insights
🔍 Company Context
- Industry: Financial Services
- Company Size: 5,001-10,000 employees
- Founded: 1989
- Company Description: LPL Financial is among the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans.
- Company Specialties: Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, and Financial Services
*ASSUMPTION: LPL Financial's size and industry position provide ample opportunities for career growth and impact.*
📊 Role Analysis
- Career Level: Mid-level management
- Reporting Structure: This role reports directly to the Senior Vice President, Business Development
- Work Arrangement: Hybrid (On-site with remote options for Fort Mill/Charlotte, New York, and New Jersey locations)
- Growth Opportunities:
- Potential to work on high-impact projects and drive strategic initiatives
- Opportunities to collaborate with various teams and gain exposure to different aspects of the business
- Possibility to advance to a senior-level role within the Business Development organization
*ASSUMPTION: This role offers a unique blend of strategic and operational responsibilities, providing an ideal platform for career growth.*
🌍 Location & Work Environment
- Office Type: Hybrid (On-site with remote options)
- Office Location(s): Fort Mill/Charlotte, Remote New York, Remote New Jersey
- Geographic Context:
- Fort Mill/Charlotte: Located in South Carolina, offering a mix of urban and suburban living with a lower cost of living compared to major cities
- New York & New Jersey: Remote work options available for these locations, providing flexibility to live in or near major metropolitan areas
- Work Schedule: Full-time, with flexibility for remote work
*ASSUMPTION: The hybrid work arrangement offers a balance between on-site collaboration and remote flexibility, catering to different work preferences.*
💼 Interview & Application Insights
- Typical Process:
1. Online application submission
2. Phone or video screen with the hiring manager
3. On-site or virtual interview with the team
4. Final interview with senior leadership
- Key Assessment Areas:
- Problem-solving skills
- Analytical thinking
- Communication and presentation skills
- Cultural fit and alignment with company values
- Application Tips:
1. Tailor your resume and cover letter to highlight relevant skills and experiences
2. Prepare for behavioral and situational interview questions, focusing on your problem-solving approach and ability to work collaboratively in a dynamic environment
3. Research LPL Financial's mission, values, and recent projects to demonstrate your enthusiasm and understanding of the company
*ASSUMPTION: LPL Financial's interview process is designed to assess candidates' skills, cultural fit, and ability to contribute to the company's strategic goals.*
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Project management tools (e.g., Asana, Jira, or Microsoft Project)
- Data analysis and visualization tools (e.g., Excel, Power BI, or Tableau)
- Collaboration platforms (e.g., Microsoft Teams, Slack, or Google Workspace)
*ASSUMPTION: Proficiency in Microsoft Office Suite and project management tools is essential for this role, while experience with data analysis and collaboration tools is a plus.*
👔 Cultural Fit Considerations
- Company Values:
- Integrity
- Collaboration
- Innovation
- Excellence
- Empowerment
- Work Style:
- Fast-paced and dynamic environment
- Strong emphasis on collaboration and teamwork
- Results-driven and solution-oriented culture
- Self-Assessment Questions:
1. How do you approach strategic planning and execution in a dynamic environment?
2. Can you provide an example of a time when you identified an operational inefficiency and drove improvements?
3. How do you balance the need for immediate results with long-term strategic goals?
*ASSUMPTION: LPL Financial values candidates who are strategic thinkers, collaborative team players, and results-driven problem solvers.*
⚠️ Potential Challenges
- Balancing multiple priorities and deadlines in a fast-paced environment
- Collaborating effectively with various teams and stakeholders, some of whom may have competing priorities
- Managing change and driving consensus across cross-functional teams
*ASSUMPTION: These challenges can be overcome by strong project management, communication, and stakeholder management skills.*
📈 Similar Roles Comparison
- Compared to other strategy and growth roles, this position offers a unique blend of strategic and operational responsibilities, providing an ideal platform for career growth
- LPL Financial's size and industry position provide ample opportunities for impact and exposure to senior leadership
- This role requires a higher level of experience and a broader skill set than entry-level or junior strategy roles
*ASSUMPTION: This role offers a unique blend of responsibilities and opportunities for growth, making it an attractive choice for experienced professionals seeking to make a significant impact.*
📝 Sample Projects
1. Developing and executing a strategic transformation initiative to improve advisor and institutional partnerships
2. Analyzing requirements and configuring systems to drive personalized experiences across platforms
3. Identifying opportunities for operational efficiency and driving improvements across cross-functional teams
*ASSUMPTION: These sample projects highlight the strategic and operational nature of the role, requiring strong analytical, communication, and project management skills.*
❓ Key Questions to Ask During Interview
1. Can you describe the most significant strategic transformation initiative currently underway, and how this role would contribute to its success?
2. How does this role collaborate with other teams, such as Business Model Owners, Product & Platform Strategy, and CARE, to drive strategic growth?
3. What are the most pressing operational challenges facing the organization, and how can this role help address them?
4. How does LPL Financial support the professional development and growth of employees in this role?
5. What are the key performance indicators (KPIs) for this role, and how will success be measured?
*ASSUMPTION: These questions demonstrate your interest in the role's strategic impact, cross-functional collaboration, and career growth opportunities.*
📌 Next Steps for Applicants
To apply for this position:
1. Submit your application through this [link](https://lplfinancial.wd1.myworkdayjobs.com/External/job/Fort-MillCharlotte/AVP--Business-Strategy---Growth_R-043223-1).
2. Tailor your resume and cover letter to highlight relevant skills and experiences, focusing on your problem-solving approach, analytical thinking, and ability to work collaboratively in a dynamic environment.
3. Prepare for behavioral and situational interview questions, focusing on your strategic thinking, change management, and stakeholder management skills.
4. Research LPL Financial's mission, values, and recent projects to demonstrate your enthusiasm and understanding of the company.
5. Follow up with the hiring manager within one week of submitting your application to express your interest and reiterate your qualifications.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
