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Fintech
The SVP will lead LPL’s W2 business lines, overseeing profitability, strategic development, and operational efficiency while enhancing client experiences.
Fintech
The Internal Regional Director recruits financial advisors, manages pipeline, sets appointments, evaluates candidates, and trains staff on recruitment processes.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
Fintech
The VP, Assistant General Counsel will handle complex regulatory investigations, manage case strategies, draft documents, and prepare witnesses while collaborating closely with internal teams and outside counsel.
Fintech
The Internal Regional Director - Specialist oversees the sales pipeline and supports various affiliation models, ensuring efficient operations and superior service in financial services.
Top Skills:
MS OfficeMicrosoft TeamsSalesforceWeb ExZoom
Fintech
The Business Development Associate is responsible for prospecting financial advisors, driving lead flow, and qualifying leads for recruitment. The role involves cold-calling and utilizing Salesforce for tracking KPIs.
Top Skills:
ExcelMs OutlookMs PowerpointMs WordSalesforce
Fintech
The Internal Regional Director - Specialist manages the sales pipeline, supports various affiliation models, and acts as a liaison between teams, optimizing the sales process for territory pipelines.
Top Skills:
MS OfficeMicrosoft TeamsSalesforceWebexZoom
Fintech
The Associate Counsel will provide in-house legal services, focusing on investor complaints and litigation, while advising business units and managing compliance-related issues.
Fintech
This role involves shaping strategies for institution business lines, leading performance reports, and conducting data-driven research to enhance client experiences and business growth at LPL Financial.
Fintech
The AVP, RIA Strategy will lead strategic initiatives in the RIA model, ensuring operational implementation, client experience quality, and collaboration with internal stakeholders to drive growth and innovation.
Top Skills:
MS OfficeSalesforce
Fintech
The AVP of Strategy will identify threats and opportunities for LPL, drive strategic initiatives, collaborate with leaders, and enhance client experiences using data analysis and human-centered design.
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