AVP, Premium Support Business Manager

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! Excited to learn more? If so, then this could be the role 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 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: As a Premium Support Business Manager, your primary responsibility will be to oversee and manage the client onboarding process for the Premium Support Models.
You will work closely with the VP of Premium Support Business Management and the Client Success Service Management teams to ensure clients receive a world-class onboarding experience.
This will involve developing, implementing, and monitoring client onboarding strategies, managing client content, and monitoring client satisfaction levels.
Additionally, you will be responsible for maintaining client databases, analyzing client feedback to identify areas for improvement, and collaborating with the Client Success Service Management teams to implement process improvements.
The person who holds this position will help ensure that we maintain our commitment to best practices in order to guarantee department projects align with management/department goals.
The ideal candidate for this position will possess an entrepreneurial spirit, strong leadership skills, strong analytical skills, excellent communication skills, and experience working in cross-functional matrices while managing multiple projects or programs.
Responsibilities: Support Vice President in administering and monitoring department project portfolio, capacity planning, project status updates and ongoing reporting deliverables.
Manage projects from inception to completion.
Assume ownership of tasks and see them through to a timely resolution.
Facilitate the creation and maintenance of department collateral Monitor client satisfaction and databases.
Interface with LPL Conference Services for department events Become accomplished in use of all relevant tools and resources.
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: Bachelor’s degree 2+ years of experience in Project Management or Program Management using agile and waterfall frameworks.
Minimum of 2 years’ experience in management with a strong background in service, operations, or compliance Creative problem-solving, effective decision making, ability to multi-task, highly organized, good follow-up skills and detailed oriented.
Strong technical background with understanding and/or hands-on experience in developing process and continuous improvement strategies.
Core Competencies: Excellent written and verbal communication skills Excellent documentation skills along with in-depth knowledge of agile and waterfall methodologies Exceptional analytical and conceptual thinking skills Highly proficient in Microsoft Office Knowledgeable in change management strategies Reporting and data analysis Preferences: PMP, CAPM, CSPO, PMC, PLC, CPM, CSM, ETC.
are a plus Finance industry experience, with a focus on customer-facing roles and organizations Pay Range: $97,680-$146,520/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.
Want to hear from our employees on what it’s like to work at LPL? Watch this! We take social responsibility seriously.
Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.
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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.