VP, Financial Institution Strategy ? Banks/Credit Unions

Posted 2025-04-22
Remote, USA Full-time Immediate Start

Full job description Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? 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! Job Overview Our innovative, entrepreneurial, high-performing team is seeking a leader to help execute upon the firm?s outsourced wealth solution strategy in support of credit unions. Reporting up to the SVP, Outsourced Wealth Strategy for Financial Institutions, the individual will be a leader on a team helping develop and guide the vision for LPL?s financial institution channel. This role requires an individual with analytical and strategic agility as well as someone who understands what is needed to support successful wealth programs in credit unions. Responsibilities: Execute upon the established business strategy by driving policy, process, and product enhancements in collaboration with cross-functional leaders. Establish and leverage data to track key program performance indicators, identify trends and ensure projects and programs align to company priorities. Build consistent process to identify and share key program performance metrics with program leaders, wealth executives, and other internal and external key stakeholders. Partner with relationship management team and program leaders to build and execute scalable solutions to enhance and grow credit union wealth programs. Collaborate with business development and solutions design teams to develop and maintain a standardized implementation and effective onboarding process for new credit union wealth programs. Develop and maintain working relationship with process improvement and commercial delivery groups to identify opportunities for process, capability, and experience development and lead improvement efforts to increase optimal client experience and channel growth. Monitor and analyze emerging trends, developments, and players across the industry to inform the company?s view of opportunities and approach to innovation. Support the development of the ?north star? of experience and capabilities that LPL is seeking to deliver to our credit union clients. Be part of a team actively serving as the voice of credit union when prioritizing internal investment opportunities and company focus. Evaluate, analyze, and manage business line business intelligence framework, metrics, and toolsets. Business Strategy and Innovation This role will join the Business Strategy and Innovation (BSI) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises and institutions. BSI plays a critical role in everything from setting and executing on our firm?s strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client?s day to day experience in everything we do, we seek to proactively identify and address our clients' most significant challenges. Together, the BSI team works to establish LPL as the model of choice in Wealth Management. 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: 7-10+ years of experience in the financial services space, including direct background with financial institution wealth programs. 5+ years of leadership experience within the financial institution ecosystem. Willingness and ability to travel, as needed. Core Competencies: Desire to be part of an entrepreneurial team and an ability to succeed within a dynamic, fast-paced environment, grounded in tangible results. 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. Strong oral, written and listening skills with an ability to adapt to different audiences, including senior internal leadership and influential external stakeholders. Experience partnering with cross-functional teams and business leaders to develop, manage, execute and implement strategies. Preferences: Series 7 & 66 (63/65) Pay Range: $141,188-$235,313/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! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation?s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission?taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. ! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. ! Community Focus: We care for our communities and encourage our employees to do the same. ! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. ! 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 (855) 575-6947. EAC1.22.25

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