Svp Finance, Product & Technology

LPL Financial was founded with a pioneering vision–to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 13,000 financial advisors nationwide. We are also an enabling partner to a broad range of banks and credit unions, as well as broker/dealers at leading financial services companies.
Be part of the group’s success as we look for talented individuals to lead and work through evolutionary change within the finance organization. Under the guidance of the SVP of Finance, the finance team is motivated to elevate the way they support the business. Through a consultative approach, the finance team partners with the business to give them the tools to make impactful decisions for the organization. Be part of a team that is making a difference in the way LPL makes decisions. Join the Finance team at LPL Financial and be a part of a team that aspires to be a best in class business partner.
The Senior Vice President Finance, Product & Technology leads the financial planning and analysis functions for the Technology and Product Development divisions of LPL Financial. The SVP serves as the business unit CFO for senior executives and develops and executes the financial strategies to maximize business partner and firm success. Reporting to the Executive Vice President, Financial Planning and Analysis, this role leads a team of finance professionals that manage budgeting, forecasting, and business performance management. Our mission within Finance is to partner with the business to surface fact-based insights and analysis to enable decision-making to improve operating performance, invest for growth, and enhance profitability. The SVP and their team will serve as an advisor and consultant to the Managing Directors and their direct leadership teams.
Essential Duties:

• Leadership for Divisional Financial Management and Operating Performance
• Direct the evolution of financial modeling to assess product and technology strategic options, support investment decision making, and inform multi-year financial outlooks
• Lead the annual planning and ongoing forecasting processes for revenue, expense, and capital investment
• Lead divisional management through trade-off discussions to optimize resource allocation and maximize business outcomes
• Direct business analytics to uncover new insights, improve quality, drive productivity or enhance operating performance

• Partner with executive leadership to support the firm’s ongoing transition to a product and platform technology company
• Enhance partnership and strengthen the integration of technology finance with the Enterprise Planning and Program Management Offices
• Lead the financial evolution to enable comprehensive product and technology lifecycle management, including, but not limited to, business case development, total cost of ownership analytics, and outcomes reporting and management
• Provide financial leadership to support the firm’s transition to Agile development

• Manage and Develop a team of finance professionals to be the best in the industry
• Coach and develop a team of vice presidents, associate vice presidents, and analysts to build thoughtful analyses that produce recommendations to enhance business performance
• Challenge the team to think creatively, drive for excellence, and seek better outcomes for our clients
• Provide mentorship to emerging leaders within the Finance organization
• Collaborate with Finance leadership to strengthen and enhance team engagement, focusing on people, systems, and process

Other Responsibilities:

• Lead and/or participate in cross-functional teams as necessary to solve business challenges or implement new programs
• Support Divisions and Finance with development of presentations for the board of directors and the LPL Executive Leadership Team
• Lead the integration of enhanced operational driver modeling within our financial planning and forecasting models

Required Qualifications:

• Expert proficiency in Excel and PowerPoint
• Bachelor’s Degree, Master’s Degree preferred
• Strong executive presence, communication and presentation skills

Experience:

• Experience with financial operations supporting Technology and Product development, including frameworks such as total cost of ownership and financial support for Agile software development
• Knowledge of financial accounting principles related to technology, including but not limited to Internally Developed Software, Cloud Computing and SAAS
• Financial Services Industry Experience a plus
• Strong analytical background with demonstrated success influencing using data
• Minimum of 10 years’ experience working as a business unit CFO or similar role with frequent senior executive and c-level interaction
• Experience managing and motivating a team
• Significant experience with operational financial management, business partnership, financial and operational modeling concepts and design, business model evolution, and strategic executive communication
• Financial Planning and Business Unit CFO experience preferred

Required Skills:

• Expert level proficiency with the Microsoft Office product suite: Excel, Powerpoint required
• Proven people management track record
• Client centric mind-set and commitment to identifying opportunities to continually improve the end to end client experience
• Culturally sensitive and team oriented with outstanding influencing skills
• Aspirational leader that can create followership
• Flexible and adaptable to change
• Reliable self-starter, with a collaborative mindset and ability to build strong relationships across any organization
• Excellent oral and written communication skills, especially for senior leadership or board-level communications
• Ability to design and execute a compelling vision
• Strong operational skill set complimented by business and financial acumen

Pay Range:
$191,600-$287,400/year
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
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.