Job Overview:The
Vice President, Corporate RIA Channel Strategy reports to the SVP, Business Line Leader and will be responsible for supporting the development and execution of strategy across the firm's dually registered and corporate RIA affiliation models for our independent advisors. This role involves contributing to strategic planning, project management, enhancing the advisor experience, and collaborating with cross-functional teams to drive growth.
Responsibilities:
Strategy Development and Analysis- Assist in creating and evaluating strategic initiatives for our independent advisor affiliation models.
- Help define and evolve the value proposition on our corporate RIA for advisors and independent wealth management firms, considering their unique needs and market trends.
- Leverage market data to assist with competitive assessments, identify market opportunities, and inform strategic recommendations.
- Conduct market analysis to monitor industry trends, developments, and competitive moves to inform strategy.
- Data analytics, drawing upon large, disparate data-sets that when combined, release actionable business insights.
- Support strategic work for other affiliation models that operate on the Corporate RIA
Collaboration and Execution Support- Work closely with cross-functional teams, including Product, Business Development, Compliance, Legal and Client Success to support the execution of tactical plans that enhance the advisory experience.
- Support the integration of technology and business solutions that improve advisor efficiency and service capabilities.
- Coordinate efforts across multiple business units and departments to ensure alignment and progress on strategic projects.
Advisor Enablement and Experience- Synthesize advisor feedback and business intelligence into insights and data-driven recommendations to improve the advisor experience.
- Create briefing materials for key internal and external meetings, summarizing analysis for senior leadership.
- Support efforts to increase advisor satisfaction and retention by identifying and addressing key pain points.
- Provide strategic expertise and operational support to expand our efforts to further develop our multi-custody capabilities.
Communication and Project Management- Project Management and execution of key strategic initiatives that span multiple stakeholders and departments.
- Assist in communicating initiative details proactively to stakeholders across the organization.
- Help manage multiple project requests of various sizes and scopes, ensuring tasks are prioritized and delivered in a timely manner.
What are we looking for?We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness,
act with integrity, and are
driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together and
create and share joy in our work.
Requirements:
- Bachelor's degree
- 5+ years of experience in financial services, with knowledge of wealth management or advisory platforms, and/or corporate strategy, product management, or strategic program management
- 5+ years' experience with various advisory business models (e.g., independent, hybrid, institutional)
- Experience with Advisor Networks
Core Competencies: - Strong communication, presentation, and analytical skills, with the ability to summarize complex information
- Ability to work both independently and collaboratively in a fast-paced, dynamic environment
Preferences:
- Advanced degree in business strategy or related field
- 3-5 years' experience with Salesforce and other business intelligence tools
Pay Range: $159,959.00 - $266,564.00
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!
