Responsibilities
- Lead and manage the execution of strategic initiatives from inception to completion, working closely with various business units and stakeholders.
- Develop detailed project plans, including scope, objectives, timelines, resource allocation, and success metrics.
- Monitor and report on the progress of strategic initiatives, identifying potential risks and roadblocks, and developing mitigation strategies.
- Facilitate cross‑functional working groups and steering committees to ensure alignment and effective communication throughout the strategy activation process.
- Partner with senior leadership to define and refine strategic priorities, ensuring they are clearly articulated and understood across the organization.
- Develop and implement change management strategies to ensure smooth adoption of new processes, systems, and organizational structures resulting from strategic initiatives.
- Conduct post‑implementation reviews and analyses to evaluate the effectiveness of activated strategies and identify areas for continuous improvement.
- Prepare and deliver compelling presentations to senior leadership and other stakeholders on strategy progress, challenges, and outcomes.
- Stay abreast of industry trends, competitive landscape, and emerging technologies to inform strategic planning and activation efforts.
- Contribute to the development of frameworks, tools, and best practices for effective strategy activation within LPL Financial.
Requirements
- 5+ years of experience in program management, business operations, strategy execution, consulting, or analytical roles requiring disciplined delivery and stakeholder coordination.
- Project management skills, including building executable plans, tracking milestones, and managing dependencies.
- Excellent written and verbal communication skills, including ability to produce clear, concise, leadership‑ready materials (PowerPoint, executive summaries).
- High attention to detail with strong follow‑through, organization, and ability to manage multiple workstreams concurrently.
- Experience in financial services and familiarity with advisor affiliation models, operations, or cross‑functional execution.
- Experience creating or maintaining policies, procedures, and operational playbooks to enable scalable execution and transitions.
- Proficiency with common planning and tracking tools (Excel, PowerPoint; experience with project management tooling a plus).
Core Competencies
Demonstrates expertise in program management and strategy execution, with a strong focus on project planning, stakeholder coordination, and change management. Proficient in developing frameworks and tools for effective strategy activation in the financial services sector.
Highest‑signal resume keywords
- Program Management
- Project Management Skills
- Change Management Strategies
- Financial Services Experience
- Excellent Communication Skills
ATS Optimization Keywords
Hard Skills
- Project Planning
- Stakeholder Coordination
- Risk Identification
- Post‑Implementation Review
- Policy Creation
- Operational Playbook Development
Soft Skills
- Attention to Detail
- Organizational Skills
- Follow‑Through
- Cross‑Functional Collaboration
Industry Keywords
- Strategy Execution
- Advisor Affiliation Models
- Business Operations
- Strategic Initiatives
- Continuous Improvement
Tools & Technologies
- Excel
- PowerPoint
- Project Management Tools