VP --- Operations Strategy/Chief of Staff

Company: LPL Financial
Location: Charlotte
Posted on: January 15, 2021

Job Description:

The VP, Chief of Staff---s primary responsibility will be overseeing day-to-day operations to allow the SVP to focus on strategic priorities and engage with key senior business partners. The role includes identifying key metrics and developing reporting that will identify key risks and the operational health of the organization. This individual will also be responsible for leading the Quality Control and Oversight and Operational Risk teams. Additionally, the Chief of Staff will also be responsible for tracking projects and holding project owners accountable for their execution.As a consultant and implementer, the successful candidate will drive operational excellence within the organization based on the priorities of the SVP. The person will act as an extension of the SVP in order to promote decision making and execution of key projects. Essential Functions:Manage and guide the leaders responsible for running all functions covered under the Chief of Staff roleAct as an adviser to the department head and key senior business partnersEstablish and maintain effective management and reporting routinesCoordinate the execution of strategic initiatives and department-wide deliverablesAssist the department head in creating department goals and operationalizing the risk business planPartner with Finance to develop the annual budget that supports the organization---s strategic initiativesPrepare influential executive-level presentations to facilitate fact-based business cases, recommendations, and program updatesBring diverse groups together in order to drive collaborative managementQualifications:Bachelor---s degree preferably in Finance, Business or a related discipline10 years--- experience in the financial services industryConsulting and/or operations expertise preferredExceptional project management and organizational skills; a proven ---closer---Detail-oriented and strong analytical skillsA natural and confident leader who can motivate employeesExcellent oral and written communication skills; strong executive presenceAbility to manage multiple initiatives concurrently in a very fast-paced, entrepreneurial environmentHighly collaborative with experience in leading and influencing teams and individuals across lines of business, functional areas, and different levels of an organization; courage to hold peers accountableSeries 7 and 24 preferred but not requiredWhy LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation---s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.We are one team on one mission. We take care of our advisors, so they can take care of their clients.Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.Want to hear from our employees on what it---s like to work at LPL? Watch thisWe take social responsibility seriously. Learn more hereWant to see info on our benefits? Learn more hereJoin the LPL team and help us make a difference by turning life---s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.Information on Interviews:LPL will only communicate with a job applicant directly from an lpl.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant---s bank or credit card. Should you have any questions regarding the application process, please contact LPL---s Human Resources Solutions Center at (800) 877-7210. Full time

Keywords: LPL Financial, Charlotte , VP --- Operations Strategy/Chief of Staff, Executive , Charlotte, North Carolina