SanDiegoRecruiter
the smart solution for San Diego jobs

VP, Business Consulting

Company: LPL Financial
Location: San Diego
Posted on: January 15, 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 processQualifications:
    • 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 anticipatedAbout 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 1, based on total revenue.

      Keywords: LPL Financial, San Diego , VP, Business Consulting, Professions , 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 Professions Jobs


Class A CDL Driver - $80K Avg Pay (Yucaipa)
Description: Class A CDL Driver - 80K Avg Pay - Riverside Meridian Parkway, CA WHY JOIN McLANEHOME WEEKLYGENEROUS
Company: McLane Company
Location: Yucaipa
Posted on: 01/18/2019

Class A CDL Driver - $80K Avg Pay (San Clemente)
Description: Class A CDL Driver - 80K Avg Pay - Riverside Meridian Parkway, CA WHY JOIN McLANEHOME WEEKLYGENEROUS
Company: McLane Company
Location: San Clemente
Posted on: 01/18/2019

Dedicated Hiring CDL-A Truckers - Competitive Pay [114]
Description: Hub Group Dedicated is searching for various types of CDL-A truck drivers in the Mira Loma area
Company: Hub Group
Location: Yucaipa
Posted on: 01/18/2019


Class A CDL Driver - $80K Avg Pay (Yorba Linda)
Description: Class A CDL Driver - 80K Avg Pay - Riverside Meridian Parkway, CA WHY JOIN McLANEHOME WEEKLYGENEROUS
Company: McLane Company
Location: Yorba Linda
Posted on: 01/18/2019

12B Combat Engineer - Construction and Engineering Specialist
Description: AGE REQUIREMENTS: Must be between the ages of 17 and 35 Combat Engineers are essential to mission success by assisting their fellow Soldiers in tackling unpredictable environments. As a member of an Army (more...)
Company: Army National Guard
Location: El Centro
Posted on: 01/18/2019

Company Truck Driver CDL-A
Description: Hiring Solo Company DriversHome WeeklyTruck Driver Benefits --OTR routes available--1 Casual Driver needed to fill in 1-2 days per week Hometime Weekly---Leave on Sunday and return home on Friday Home (more...)
Company: Gardner Trucking
Location: Yorba Linda
Posted on: 01/18/2019

Dedicated Hiring CDL-A Truckers - No Touch Freight [189]
Description: Hub Group Dedicated is searching for CDL-A truck drivers in the Ontario, CA area
Company: Hub Group
Location: San Clemente
Posted on: 01/18/2019

Dedicated Hiring CDL-A Truckers - Competitive Pay [114]
Description: Hub Group Dedicated is searching for various types of CDL-A truck drivers in the Mira Loma area
Company: Hub Group
Location: San Clemente
Posted on: 01/18/2019

LTL Local Owner Operator Truck Driver
Description: br br Benefits: ul li Daily Home Time li Consistent Steady Freight li High Weekly Settlements li Excellent Contractor
Company: Roadrunner Transportation Systems
Location: Placentia
Posted on: 01/18/2019

CDL-A Company Truck Drivers - California Regional Flatbed Drivers - Pe
Description: CDL-A Company Truck Drivers - Regional Flatbed Drivers br CDL-A Company Truck Driver Opportunities br At SYSTEM TRANSPORT, we value your FLATBED experience. Join
Company: Trans-System
Location: Perris
Posted on: 01/18/2019

Log In or Create An Account

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

San Diego RSS job feeds