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LPL Financial LLC

VP, Financial Institution Wealth Strategy & Growth

town of charlotte, NY

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About this opportunity

LPL Financial LLC lists this VP, Financial Institution Wealth Strategy & Growth opportunity in town of charlotte, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

LPL Financial Holdings Inc. is seeking a strategic leader to execute the outsourced wealth solution strategy for financial institutions, including credit unions.

You will drive policy, process, and product enhancements in collaboration with cross-functional leaders to enhance the client experience on wealth programs. Reporting to the SVP, Outsourced Wealth Strategy, you will leverage data to track program performance, develop scalable implementations, and grow the credit union wealth channel

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