Job Details
LPL Financial Recruitment Fraud Notice It has come to our attention that various individuals and organizations are offering false employment at LPL Financial. They may pose as a representative of the company or even impersonate an employee. While LPL Financial does engage a small number of Approved Staffing Agencies, they will never reach out via instant messaging services (such as Google Hangouts), or solicit personal or financial information from the job seeker. Scammers contact job seekers via unsolicited emails or texts and conduct job interviews via social media or instant messaging services (such as Google Hangouts). LPL Financial does not use these services and will only communicate with a job seeker from an email address ending in @lplfinancial.com. LPL Financial will only contact individuals who have already applied for a position at LPL Financial.
During a fraudulent interview, the scammer may try to solicit personal and financial information from the job seeker. Job seekers may also be sent checks by the scammer for the alleged purpose of setting up a remote office or equipment expenses. The checks are fraudulent. Please be advised that LPL Financial will never ask for payment to progress a job applicant.
Job applicants should be aware of these and similar tactics. When in doubt, please confirm if the position in question is posted online at or contact LPL Financial at (800) ###-####. Additionally, you may report any suspicious recruiting activity to the FTC []. Thank you for your assistance. **VP, Advisor M&A, Buyer Support**
**Job ID:** R-020627 **Date posted:** 01/14/2022 **Primary Location** CA-San Diego **Other Locations** SC-Fort Mill , CA-Remote **VP M&A, Buyer Support, Financial Solutions**
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
**Financial Solutions:**
Financial Solutions is a fast-growing division with an entrepreneurial spirit focused on delivering innovative, industry-leading services to help advisor practices grow, protect, and plan for their legacy.
**The Role:**
LPL's Financial Solutions group is seeking a Vice President of M&A to lead and evolve its Buyer Support offerings. As the leader of Buyer Support, you will be responsible for continuously evolving M&A support for advisors and their businesses, enhancing the value proposition of professional M&A support, building a strong reputation across the industry to drive growth, delivering positive outcomes that delight our clients, partner with other leaders across LPL, and lead a group of high-performing teams.
**The Team:**
The Buyer Support team delivers end-to-end M&A growth planning and support for LPL's 19,000+ advisors. This role is responsible for Buyer Support's overall growth and performance and delighting our clients. This role will lead LPL's Buyer Support team and report directly to the head of Financial Solutions.
**Who You Are:**
* You are a **Strategic Thinker** who can develop, as well as execute, a strategic plan.
* You are **Motivated** by helping people and driving value for clients.
* You are **Empathetic** in viewing the world through others' eyes.
* You are **Analytical** and base decisions on facts and well-thought-out assumptions.
* You are a great **Communicator** that loves to influence.
* You are **Decisive** at determining priorities and always organized.
* You are a hungry **Learner**, always looking for the next way to improve yourself and those around you.
**Essential Functions:**
* Leadership:
+ Provide a compelling vision and strategic roadmap
+ Continuous enhance and evolve the value proposition
+ Develop a positive, mission-driven, and energetic culture
+ Develop a team of high-performing deal specialists and a deep bench of analyst talent
* Innovation:
+ Test, learn, and iterate on the group's services and business model
+ Identify and execute on new growth opportunities
+ Bring outside-in thinking to deliver industry-leading service
* Collaboration:
+ Partner with groups across LPL to deliver a unified and high-quality client experience
+ Support business partners in achieving their M&A focused goals
+ Raise awareness about our solutions through internal and external presentations
* Project Management:
+ Leverage Agile methods to breakdown complex challenges and drive solutions
+ Define and accomplish measurable process enhancements
+ Drive operational efficiency
* M&A and Financial Expertise:
+ Be a subject matter expert in mergers and acquisitions
+ Streamline and simplify M&A transactions for clients
+ Solve problems creatively and proactively
+ Understand M&A deal structures to provide guidance and insight
+ Ensure milestones are completed and advisor expectations are met
We want **strong collaborators who can deliver a world-class client experience**. We are looking for people who thrive in a **fast-paced environment, are client-focused, team-oriented**, and can execute in a way that encourages **creativity** and **continuous improvement**.
**Skills & Experience:**
* BA/BS degree in Business, Finance, or Economics (or a related discipline) preferred
* 10+ years of investment banking, corporate development, or M&A preferred
* Ability to develop strategies, translate them into initiatives, and track successful delivery
* Ability to set a compelling vision for future
* Build, mentor, and lead a team to create a culture of accountability, empowerment, and success
* Excellent problem-solving skills, ability to analyze data, draw insights, and make data-driven decisions
* Excellent written and verbal communication skills, ability to synthesize complex issues and communicate into digestible messages, ability to present complex topics engagingly with partners and clients
* Ability to engage in Executive and Leadership level discussions in an informative and concise manner
* Experience structuring strategic financial transactions (M&A, capital raising, etc.) is a plus
* Experience with CRM tools such as Salesforce is a plus
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At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nations 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.
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