VP, Business Consultant

🔥 0 minutes ago

⛰️ Colorado – Remote

⛰️ Colorado – Remote

💵 $124.1k - $206.8k / year

⏰ Full Time

🔴 Lead

👔 Vice President

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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LPL Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded LPL Financial

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

LPL Financial is a leading provider of wealth management services, supporting financial professionals, institutions, and individual investors. With a comprehensive suite of tools and resources, LPL Financial enables advisors to build their businesses and provide personalized financial advice. They offer a wealth management platform, consulting services, technology integration, investment research, and support for both organic and inorganic growth for businesses and advisors. LPL Financial also focuses on sustainable investing and social responsibility while maintaining robust regulatory oversight.

📋 Description

• Organize and execute assigned business projects on behalf of clients, including recruiting, business structure, products, payroll, and promotional campaigns. • Meet with assigned clients as needed and perform initial assessments of problematic situations. • Collect information about client businesses through shadowing, interviews, surveys, and other methods. • Analyze and interpret data to identify areas for improvement. • Formulate recommendations and solutions and present them to clients. • Partner with clients to implement plans and resolve issues. • Work directly with ICA Group and its teams in a consulting and coaching capacity. • Serve as the centralized point of contact for advisor questions, issues, and advice. • Help advisors navigate available products and services. • Keep advisors informed of LPL, ICA Group, and regulatory changes. • Collaborate with internal teams and external partners. • Analyze advisors’ current business practices and recommend business models, tools, products, and services. • Create and implement firm productivity initiatives. • Facilitate completion and implementation of advisor business plans. • Implement client segmentation, value propositions/mission statements, and client service models. • Provide succession planning advice and guidance. • Discuss team structures and define roles. • Deliver business valuations. • Share advisor best practices. • Organize and facilitate advisor study groups, focus groups, and regional meetings. • Incorporate sponsors and industry experts. • Increase advisor capabilities and promote best practices.

🎯 Requirements

• Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. • 10+ years of experience in the financial services industry and consulting. • Familiarity with business management software such as Salesforce, Redtail, Wealthbox, and E-Money. • Series 7, 63, 65, and/or 66 licenses. • Analytical mind with excellent data collection and organization skills. • Excellent time management and organizational skills. • Outstanding communication and interpersonal skills. • Relevant industry experience working with independent financial advisors. • Strong knowledge of investments, financial operations, insurance, and business practices. • Solid understanding of the broker/dealer landscape.

🏖️ Benefits

• 401K matching • Health benefits • Employee stock options • Volunteer time off • Discretionary bonus • Competitive LPL Total Rewards package