Avp, Technology Operations Jobs

Are you a creative problem solver who is able to bounce fluidly between minute details while staying attuned to the macro vision of the department? 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!

Excited to learn more?

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 Technology Operations leader will report to the technology executive responsible for the Technology foundations and Growth organization. The ideal candidate will be flexible, collaborative and possess strong critical thinking and analytical skills. The leader must be a creative problem solver who is able to bounce fluidly between minute details while staying attuned to the macro vision of the department. The incoming leader will be overseeing day-to-day operations allowing the technology executive and his senior management to focus on strategic priorities. As a strategist, consultant and implementer, the successful candidate will drive operational excellence within the organization.

Responsibilities:

• Manage workforce planning which includes talent calibration, location strategy, staffing ratios. Oversee all aspects of headcount and staffing matters
• Strong communication skills to promote awareness of accomplishments within and outside of LPL to attract talent.
• Manage the governance and production of the executive-level dashboard, which includes key performance metrics that provide transparency into the effectiveness of the portfolio and strategic messaging aligned with corporate goals.
• Establish and maintain effective management and reporting routines that allow the technology executive to focus on top priorities and strategy
• Advocate helping transform the delivery culture through implementation of best practices and processes eliminating waste and work in process.
• Prepare influential executive level presentations to facilitate fact-based business cases, recommendations, and program updates.
• Act as a trusted adviser to the technology executive and their leadership team
• Lean heavily into the voice of customers and employees to improve engagement
• Collaborate with Finance to develop the annual budget that supports the organization’s strategic initiatives.
• Collaborate with technology teams and other partners to build the OKR dashboards to report on the results
• Assist with the planning, preparation and facilitation of organization management routines (e.g. Strategy Offsite, Staff meetings, Executive Leadership Team Meetings, Town Halls).
• Prepare executive level reports and presentations, including the Board of Directors, Management Committee and Executive Steering Committees.
• Assist the Technology executive in creating department goals and operationalizing the business plan
• Partner with the PMO to manage and oversee the portfolio financials, status and key watchouts/risks

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:

• Proven ability to convey a compelling story through executive level presentations in Powerpoint that effectively gets the point across.
• 7+ years’ experience in financial services industry with consulting and/or operations
• Exceptional project management and organizational skills; a proven “closer”
• Bachelor’s degree in Finance or Business; MBA Preferred
• Excellent verbal and written communication skills; strong executive presence

Core Competencies:

• Ability to synthesize complex solutions into easily implementable solutions paving the way for incremental delivery.
• Strategic leader who anticipates the future and inspires the team to deliver platforms that enable delightful experiences at scale
• Exceptional project management and organizational skills who can operate effectively in a fast paced culture with shifting priorities.
• Data driven leader who establishes OKRs, KPIs and inspires the delivery of customer centric solutions
• Highly collaborative with experience in leading and influencing teams and individuals across lines of business, functional areas and different levels of an organization;

Preferences:

• Exhibits sense of urgency with commitment to timely execution
• Excellent people leader who has demonstrated experience building highly effective teams
• Proven ability to decompose complex concepts into simplified messages/strategies.
• Courage to hold peers and others not directly in the reporting line accountable
• A motivated self-starter with entrepreneurial spirit who can work both autonomously and collaboratively.

Pay Range:

$109,000-$163,500/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 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.