VP, Business Consultant at LPL Financial — Denver, CO

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

ICA 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.

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 ICA Group 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, ICA 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

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 a wide selection of business management software (e.g., Salesforce, Redtail, Wealthbox, E-Money).

Series 7, 63, 65, and/or 66 licenses

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

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, volunteer time off, and more. This role is also eligible for LPL’s discretionary bonus. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

Information on Interviews:

EAC 5.19.26