Analyze data to help develop strategic recommendations
Lead cross-functional working groups to drive outcomes on key strategic initiatives
Act as a project manager across multiple workstreams to ensure that projects are advancing on schedule
Support strategic initiatives that address key opportunities LPL is facing
Bring together market research, data analysis, and cross-functional team support to build business cases and draft strategic recommendations
Translate our strategy into action plans leveraging an agile development method
Build strong relationships with internal business partners to develop innovative solutions and new offerings
Effectively leverage data, voice of the client, and competitive intelligence to support story-telling

3+ years of experience in management consulting, corporate strategy, or program & project management
Experience in the financial services / wealth management industry
Willingness and ability to travel, as needed (<10%)

AVP, Strategic Initiatives

Key skills