An Exciting Career Opportunity at LPL Financial
Imagine a career that combines ambition with innovation. Imagine working for a company that empowers professionals to shape their success while helping clients pursue their financial goals with confidence. This is precisely the opportunity available at LPL Financial. This leading wealth management firm provides access to cutting-edge resources, a collaborative working environment, and the freedom to make impactful contributions. If you’re ready to take the next step, discover what’s possible with LPL Financial. For more information, read on, or click Here.
The Role of Senior Vice President (SVP), Lending Solutions
The SVP, Lending Solutions, is a critical role within the Banking & Lending organization at LPL. As the company strives to become the best firm in wealth management, it is investing in best-in-class banking and lending solutions. This role provides a unique opportunity to shape the portfolio of lending solutions and increase adoption within the industry-leading distribution network of LPL.
What Does the Role Involve?
The SVP, Lending Solutions, will lead the strategy, design, development, execution, and delivery of LPL’s lending products and services. You will drive innovation, expand the lending solutions portfolio, and ensure frictionless end-to-end service delivery while maintaining regulatory compliance. Your work will empower LPL advisors to expand their advice’s breadth and depth, equip LPL to grow its positioning as a choice destination among advisors, and generate significant value for the firm.
Responsibilities of the Role
The SVP, Lending Solutions, will have numerous responsibilities, including:
- Defining and executing the vision and product strategy for lending solutions, including securities backed lines of credit, margin lending, mortgages, and other lending products and services tailored to high-net-worth investors.
- Overseeing the lifecycle of lending solutions, from ideation to launch, ensuring competitive differentiation.
- Using professional networks, conferences, and data analytics to stay updated on market trends and make informed decisions to keep LPL ahead of the competition.
- Developing and implementing advisor adoption and growth strategies to expedite the rollout and expansion of LPL’s lending solutions to clients and end investors.
- Guiding the development of best-in-class web and mobile digital experiences for advisors and their end clients.
- Ensuring all products adhere to financial regulations and risk management policies.
Who are we looking for?
We’re looking for strong collaborators who thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
Successful candidates will need:
- A Bachelor’s degree in Finance, Business Administration, or a related field (Master’s preferred).
- 10+ years in product management within financial services, with expertise in lending solutions for wealth management clients.
- A deep understanding of the lending industry, players, trends, technology, and regulatory landscape.
- A proven ability to develop strategy, drive strategic initiatives, and deliver impactful outcomes.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest-growing wealth management firms in the U.S. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
Why Choose LPL?
- Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
- Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients.
- Community Focus: We care for our communities and encourage our employees to do the same.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Principals only. EOE.
For more information about this opportunity, click Here.
