SanDiegoRecruiter
the smart solution for San Diego jobs

VP, Business Consulting

Company: LPL Financial
Location: San Diego
Posted on: January 16, 2019

Job Description:

The Vice President of Business Consulting will be responsible for the overall management and leadership of the core relationship management team within IAS Business Consulting. The Core Relationship Management team is responsible for the retention, growth, and satisfaction of a client portfolio of advisors and branch offices. The Vice President will be responsible for strategizing the solutions for the unique objectives of the core offering through consulting and relationship management services with the end goal of driving Same Store Sales growth of the covered advisors, and minimizing the attrition rate within this segment. Additionally, this person will be responsible for the leadership and execution of several strategic business initiatives within the broader IAS Business Consulting organization. The Vice President must be skilled and experienced at engaging in high-level strategic discussions with both advisors and the executive team. Additionally the candidate must understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results. Essential Functions: Goal setting, monitor work, and evaluate results to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization Examine trends and develop insights in order to better support the advisor segment Identify opportunities and create programs to increase client satisfaction and retention Identify opportunities and create programs for same stores sales growth Manage attrition risk within the covered advisor segment Develop regular reporting and analysis, including key metrics reports Attract, retain and motivate staff Lead the annual business plan development and budgeting process Qualifications: Bachelor's degree in Finance, Business, Economics or related field; MBA a plus Minimum of 10 years' experience in financial services preferable in sales and/or client service/relationship management Series 7 and 63 required Extensive knowledge of the client segment, organization, product, industry, and end customer Demonstrated knowledge of LPL platform, products and services Ability to effectively analyze situations, applying solutions to achieve resolution Ability to identify and balance the needs of multiple stakeholders 50% travel anticipated About LPL Financial: LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego. Our Culture: If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships. Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Keywords: LPL Financial, San Diego , VP, Business Consulting, Executive , San Diego, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Director, Investor Relations
Description: SUMMARY: Reporting to the Chief Financial Officer, this position will hold enterprise-level responsibility for strategic and tactical leadership of the Company's investor relations function and plays (more...)
Company: Neurocrine Biosciences, Inc.
Location: San Diego
Posted on: 01/17/2019

Vice President and Global Head of Sales
Description: Ajinomoto, a leading food technologies and life sciences company, recently integrated its anchor Contract Manufacturing Organizations, Althea and OmniChem, into one unified enterprise, Ajinomoto Bio-Pharma (more...)
Company: Althea, CMO
Location: San Diego
Posted on: 01/17/2019

Senior Director / Director, Clinical Information Services Business Partner
Description: The Sr. Director/Director, Information Services IS Clinical Business Partner serves as the strategic partner and trusted advisor to Global Clinical Leadership and their teams. Working with the Global (more...)
Company: GW Pharmaceuticals Plc
Location: Carlsbad
Posted on: 01/17/2019


Credit Card Portfolio Lead, Director
Description: The Credit Card Portfolio Lead is responsible to manage the revenue of the credit card portfolio. The position will manage the overall strategic roadmap for the portfolio growth and development, as well (more...)
Company: MUFG
Location: San Diego
Posted on: 01/17/2019

Senior Global Strategy Marketing Manager
Description: Partner with regional marketing to forecast new products Closely communicate with regional partners throughout NPD process to capture primary market needs and smoothly transition management of products (more...)
Company: Hologic
Location: San Diego
Posted on: 01/17/2019

Manager Programs
Description: Northrop Grumman Innovation Systems designs, builds and delivers space, defense and aviation-related systems to customers around the world. Our main products include launch vehicles and related propulsion (more...)
Company: Northrop Grumman
Location: San Diego
Posted on: 01/17/2019

Manager, Manufacturing Engineering
Description: Quidel Corporation is a leading manufacturer of diagnostic healthcare solutions serving to enhance the health and well being of people around the globe with well known and respected products that provide (more...)
Company: Quidel Corporation
Location: San Diego
Posted on: 01/17/2019

VP, Projects
Description: -- Directs project management services over assigned JLL client. --- Provide superior client service and employee management --- Contribute to the growth of the company --- Meet assigned financial targets (more...)
Company: Jones Lange LaSalle
Location: San Diego
Posted on: 01/17/2019

Education Program Manager
Description: As an Education Program Manager, you will lead all aspects of the onboarding and implementation process. You will go beyond basic problem solving in order to provide exceptional service and support to (more...)
Company: Edmentum
Location: San Diego
Posted on: 01/17/2019

Director Sales Training, Pain Management Franchise
Description: The Director of Sales Training is a leadership role responsible for continually improving the performance of the commercial organization including sales and market access teams. This position will collaborate (more...)
Company: Heron Therapeutics
Location: San Diego
Posted on: 01/17/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds