Are you somebody with a powerful background in monetary evaluation? Do you try to be a finest at school enterprise associate? Excited to study extra? If that’s the case, then this may very well be the function for you!
LPL Monetary (Nasdaq: LPLA) was based on the precept that the agency ought to work for the advisor, and never the opposite method round. At this time, LPL is a frontrunner* within the markets we serve, supporting greater than 18,000 monetary advisors, 800 institution-based funding packages and 450 impartial RIA corporations nationwide. We’re steadfast in our dedication to the advisor-centered mannequin and the idea that People deserve entry to customized steerage from a monetary advisor. At LPL, independence signifies that advisors have the liberty they deserve to decide on the enterprise mannequin, providers, and expertise sources that permit them to run their good apply. They usually have the liberty to handle their shopper relationships, as a result of they know their shoppers finest. Merely put, we handle our advisors, to allow them to handle their shoppers.
Job overview:
The Vice President, Finance will play a key management function on the FP&A group supporting the Investor & Funding Options / Product division. As a trusted enterprise associate, you may be liable for driving and creating analyses, administration reporting, strong forecasts, and in the end making suggestions that assist enterprise and finance executives make knowledgeable selections and enhance profitability. The group is integrally concerned in strategic funding evaluation, together with supporting progress initiatives and enterprise case evaluation. The best candidate is a dynamic chief with a mix of sturdy enterprise acumen, company finance data, and glorious communication expertise.
Obligations:
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Act as the first liaison between FP&A and the Investor & Funding Options / Product division
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In partnership with the enterprise, evaluation working expense outcomes, establish variance explanations & ensuing motion gadgets, and lead the forecasting & budgeting planning processes
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Drive and evaluation monetary associated fashions to make sure they’re each correct and periodically up to date to mirror enterprise dynamics
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Play a key function within the growth of the Buying and selling driver-based, quantity forecasting fashions to successfully help useful resource planning wants
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Successfully work together with all ranges of Product and Finance management, together with the CFO and IIS govt
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Drive steady enchancment in all monetary associated processes, leveraging expertise and employees sources
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Oversee the supply of correct, compelling, and efficient monetary shows
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Coach and develop group members on technical and common enterprise expertise
What are we searching for?
We wish sturdy collaborators who can ship a world-class shopper expertise. We’re searching for individuals who thrive in a fast-paced surroundings, are shopper centered, group oriented, and are in a position to execute in a method that encourages creativity and steady enchancment.
Necessities:
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BA/BS in Finance, Economics, or a associated self-discipline
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10-12 years’ expertise working in progressively dynamic roles inside Finance, FP&A, or Technique
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4 + years of administration expertise
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Monetary Companies trade expertise
Core Competencies:
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Glorious communication (verbal & written), drawback fixing, and analytical expertise
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Element oriented with perception to find out applicability of massive image evaluation
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Dependable self-starter, with a collaborative mindset and skill to construct sturdy relationships throughout the group
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Robust monetary and enterprise acumen with the power to take advanced components and create related, concise summaries to help finance and enterprise unit selections
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Expertise managing and motivating a group
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Versatile and adaptable to alter; capability to work comfortably with incomplete data and cope with ambiguity in a fast-paced surroundings
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Consumer centric and dedication to figuring out alternatives to repeatedly enhance the underlying processes & ensuing output
Preferences:
Pay Vary:
$123,800-$185,700/12 months Precise base wage varies primarily based on components, together with however not restricted to, related ability, prior expertise, schooling, base wage of inside friends, demonstrated efficiency, and geographic location. Moreover, LPL Whole Rewards package deal is extremely aggressive, designed to help your success at work, at residence, and at play – resembling 401K matching, well being advantages, worker inventory choices, paid time without work, volunteer time without work, and extra. Your recruiter shall be joyful to debate all that LPL has to supply! Why LPL?
At LPL, we imagine that goal monetary steerage is a basic want for everybody. Because the nation’s main impartial broker-dealer, we provide an built-in platform of proprietary expertise, brokerage, and funding advisor providers. We give you a piece surroundings that encourages your creativity and progress, a management group that’s supportive and responsive, and the chance to create a profession that has no limits, solely wonderful potential.
We’re one group on one mission. We handle our advisors, to allow them to handle their shoppers.
As a result of our firm just isn’t too huge and never too small, you possibly can seize the chance to make an actual influence. We’re dedicated to supporting office equality, and we embrace the totally different views and backgrounds of our staff. We additionally look after our communities, and we encourage our staff to do the identical. This creates an surroundings by which you are able to do your finest work.
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Data on Interviews:
LPL will solely talk with a job applicant straight from an @lplfinancial.com electronic mail handle and can by no means conduct an interview on-line or in a chatroom discussion board. Throughout an interview, LPL won’t request any type of fee from the applicant, or data relating to an applicant’s financial institution or bank card. Ought to you’ve any questions relating to the applying course of, please contact LPL’s Human Sources Options Heart at (800) 877-7210.
