VP, Business Consultant

Responsibilities

• The primary responsibilities of this role include, but are not limited to, the following:
• Organize and execute assigned business projects on behalf of clients (recruiting, business structure, products, payroll, promotional campaigns, etc.) according to client's requirements and recommendations
• Meet with assigned clients, per our service model, when needed and perform an initial assessment of a problematic situation
• Collect information about the client's business through a variety of methods (shadowing, interviews, surveys, etc.)
• Analyze and interpret data to identify areas of improvement
• Formulate recommendations and solutions and present to clients
• Partner with the clients to implementing plans and resolve any issues
• Relationship Management
• Work directly with Financial Advisors and their teams in a consulting and coaching capacity
• Centralized point of contact for advisor questions, issues, and/or advice
• Help advisors navigate products and services available
• Keep advisors informed of any LPL, America Group, and regulatory changes
• Collaborate with internal teams and external partners
• Practice Management/Business Planning
• Work with advisors and their teams to analyze current business practices, recommend business models, tools, products and/or services
• Create and implement the firm's productivity initiatives
• Facilitate completion and implementation of advisor business plans
• Implement Client Segmentation, value proposition/mission statement, and client service model
• Provide succession planning advice and guidance
• Discuss team structures and define roles
• Deliver business valuations
• Share advisor best practices
• Regional Meetings / Study Groups
• Organize and facilitate periodic advisor study groups, focus groups and regional meetings
• Incorporate sponsors and industry experts
• Increase advisor capabilities and promote best practices
• What are we looking for?

Requirements

• Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
• 5+ years of experience in the financial services industry and consulting. Familiarity with a wide selection of business management software (e.g., Salesforce, Redtail, E-Money).
• Series 7, 63, 65, and/or 66 licenses
• Willingness to travel locally with occasional national travel
• Core Competencies:
• Analytical mind with excellent data collection and organization skills.
• Excellent time management and organizational skills.
• Outstanding communication and interpersonal skills.
• Preferences:
• Relevant industry experience working with independent financial advisors
• Strong knowledge of investments, financial operations, insurance, and business practices, with a solid understanding of the broker/dealer landscape
• #LPL-PA
• Pay Range:
• $124,115.00 - $206,824.00
• Company Overview:
• LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial adviso

Benefits

Additional Information

Lead with Purpose, Unlock Your Team's Passion At LPL, people leaders hold the key to the employee experience - shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win - clients, LPL, and most importantly our, employees. If you're ready to lead with intention and discover what's possible, LPL Financial invites you to apply today. Job Overview: This role will require office presence periodically in Troy & Southfield, MI. America Group and LPL Financial are looking for a qualified Business Consultant, serving as an ally and partner in providing consultation and guidance to improve financial advisors' practices. You will play an integral part in undertaking projects on behalf of the client's business and providing a world class service. A successful business consultant, first and foremost, has broad knowledge of the many facets of market forces and business. The ideal candidate will also possess great problem-solving skills to provide solutions and recommendations that will increase the financial advisor's profitability and efficiency.

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