AVP overseeing performance of fraud models and conducting data analytics at Synchrony. Collaborating cross - functionally to develop action plans and improved monitoring reporting.
About the role
- Vice President leading the Advisory Programs at LPL Financial to enhance client and advisor experiences through strategic initiatives and operational improvements.
Responsibilities
- Create and maintain a three-year business plan for the Rep as PM program, including thematic planned enhancements to the advisory experience (e.g. advisor workstation, trading, supervision, etc.)
- Generate economic revenue scenarios to remain competitive in the marketplace and improve overall advisory platform adoption
- Take a problem, identify and recruit partners in relevant areas of the firm, then prioritize and implement solutions in a timely fashion
- Lead the implementation of new offerings through the evaluation of prototypes and pilots and eventual launch and support of these new offerings
- Leverage the organization to develop and execute detailed, tactical plans to enhance the advisory experience
- Work closely with cross-functional teams to develop feature set priorities to execute and achieve the overall strategic program vision
- Synthesize internal and industry data into themes and patterns to provide insights and data-driven recommendations
- Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team
- Achieve alignment by communicating decisions and outcomes to various levels throughout the organization
- Create and deliver presentations for senior members of the organization
- Complete ad-hoc assignments that assist in development and implementation of strategies and new processes
- Provide research, analysis, project management and project support on a variety of strategic initiatives
Requirements
- 10+ years business experience with advisory programs
- Excellent communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues
- Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives
- Entrepreneurial perspective, self-starter, ability to work with minimal supervision
- Exceptional problem solving and critical thinking skills
- Project management / multi-tasking skills across different projects
- 5 plus years’ experience with Rep-As-PM
- BA/MBA degree
- Series 65, 66, 7 licenses
- Background in client-facing experience, financial services, technology project management, and/or R&D a plus
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
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