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Company | LPL Financial |
Address | San Diego, CA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-11 |
Posted at | 10 months ago |
Our innovative, entrepreneurial, high-performing team is seeking a Senior Vice President, Corporate Strategy responsible for for shaping the forward-looking strategy of the firm at the enterprise level, ensuring that this vision is translated from strategy to execution and driving the firm’s innovation. As a highly visible role in the organization, the most qualified candidate will have demonstrated experience successfully pairing strong business strategy and analytics skills with extraordinary relationship and presentation skills.
- Frame, simplify and communicate the most complex strategic challenges facing the firm and empower the firm's leadership to make decisions at the Management Committee, C-suite and board level.
- Drive the execution of strategy through the creation of roadmaps for investment.
- Guide the analysis of internal and external data to bolster the strategic point of view.
- Build and maintain relationships with senior leaders to ensure that strategies are market-backed and guided by client needs.
- Manage and nurture team to create leading strategy talent.
- Drive the development of the 3-, 5- and 10-year corporate strategy, including periodic and annual formal reviews.
- Translate the company’s strategy into an execution framework and “top of the house” Objectives & Key Results (OKRs).
- Explore trends that impact advisors and investors - anticipate how they may change our industry and how we prepare to meet these changes.
- Develop detailed strategic options in response to identified growth opportunities, industry disruptions, competitor intelligence and/or organizational goals.
- Establish a collaborative environment at all levels of the organization that creates better input into the strategy development process, and better alignment by communicating strategic decisions and outcomes.
- Take a client-centric approach to identifying and evaluating strategic opportunities.
- Empower and develop a team of strategists that turns industry, competitive, and trend intelligence into tangible value for the organization.
- Contribute to firmwide strategy around M&A, partnerships, and strategic investments.
- A strong understanding of the independent wealth management industry, with a high level of proficiency in the RIA and independent broker-dealer marketplaces.
- Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fastpaced environment, grounded in tangible results.
- A highly strategic thinker, with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.
- Superior analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of a larger organization and present findings in a clear and actionable manner.
- Bachelor’s degree. MBA or relevant graduate degree preferred.
- Experience partnering with cross-functional teams and business leaders to manage, execute and implement strategies that you designed.
- Proven experience managing, leading and motivating teams. The ideal candidate will have experience developing emerging leaders and transferring personal expertise to the team to create leverage in highly specialized areas.
- Strong gravitas and executive presence with strong oral, written and listening skills with an ability to adapt to different audiences, including senior internal leadership and influential external stakeholders.
- A strong background in strategy, management consulting, and/or corporate innovation, with expertise in the financial services industry a plus.
- Awareness and insights of industry dynamics, including traditional financial services firms and fintech players.
- Willingness and ability to travel, as needed.
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