VP, TAMP Program Management

Fort Mill, SC, United States

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? 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!

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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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 Investment Product Management team within LPL's Wealth Management Solutions (WMS) group is responsible for delivering a highly competitive set of investment solutions across the brokerage and advisory platforms. This includes the platform and product offering, advisor/client access to solutions, and promotional activities. The team's goal from an investment product and advisory platform management perspective is to enhance our advisors' and investors' experience while helping to improve our firm's economic and risk profiles.

The VP, TAMP Platform Management role is primarily focused on our TAMP (turnkey asset management programs) that include over 15 platforms and is an important contributor to the overall investment product and advisory platform strategy.

This position is focused on developing and leading the strategy and management of the TAMP offerings available to LPL advisors. This role will also lead the team responsible for day to day program management activities. It involves working closely with our Business Development and Wealth Consulting groups on recruiting opportunities and recently recruited advisors/firms.

The day to day program management activities span the full end of end experience advisors have with the TAMP programs ranging from due diligence, end to end advisor experience, addressing operational issues, negotiating fees and reviewing contracts. Matrix management skills are extremely important for this role, as are strong investment research skills. It is a critical ability for this role to take a problem, identify and recruit partners in relevant areas of the firm to prioritize, and implement solutions in a timely fashion. It is important for this role to build strong and trusted relationships throughout the firm and across the wealth management industry. A preferred candidate will have an understanding of the market landscape for investment offerings in advisory, including where the industry is trending and innovating.

The position requires an energetic candidate with a financial services background who can think independently, thrive in a fast-paced team environment, creatively problem-solve, connect various thoughts, observations and results to develop innovative solutions and new insights that drive to an improved offering. This role requires the ability to operate in partnership with other teams including the Strategic Partnerships Team. This role also requires the candidate to help build and deliver presentations that convey new ideas or complicated data to a variety of audiences within the firm, including senior leadership.

Responsibilities:

Leverage and continually grow industry knowledge to deliver competitive solutions that will enable LPL to grow

Lead and drive projects, initiatives, decisions and tasks forward to the successful execution of key priorities

Capture feedback from advisors, stakeholders and key partners, translating this feedback into insights and recommendations on improving the offering

Gathering competitive analysis for key strategic projects

Partnering across the firm to advance initiatives, enhancements and remove roadblocks in Technology, Finance, Service/Trading, Operations and Legal/Risk

Partnering with Compliance, Legal and Risk on the dynamic regulatory environment

Participate in the formulation of the program development roadmap

Building presentations and delivering findings to leadership and stakeholders

Lead the team responsible for day to day TAMP platform 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 , and team-oriented , and are able to execute in a way that encourages creativity and continuous improvement.

Requirements: Bachelor's degree

10+ years financial services experience

TAMP program experience

Core Competencies: Knowledgeable on the investment advisory landscape

Platform management or operational experience associated with evaluating dynamic decisions and contributing towards recommendations that enhance the product offering

Ability to interact effectively with business partners leveraging strong interpersonal and written communication skills

Strong consensus builder who drives change to achieve desired outcomes

Ability to communicate effectively to senior leadership

Strong PowerPoint and presentation skills

Ability to handle multiple projects and deliver quality outcomes within short timeframes

Energy, enthusiasm, strong work ethic

Must demonstrate a strong business and financial acumen

Preferences: CFA or MBA

Pay Range:

$148,640-$222,960/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 @lp lfinancial.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.