VP, Business Consultant

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Oversee and implement designated business projects for clients, which encompass recruiting, organizational structure, products, payroll, and promotional initiatives.

• Engage with designated clients as necessary to conduct initial evaluations of challenging situations.

• Gather insights regarding client businesses through methods such as shadowing, interviews, surveys, and other techniques.

• Analyze and interpret data to pinpoint areas that require enhancement.

• Develop recommendations and solutions, then present them to clients.

• Collaborate with clients to execute plans and address challenges.

• Work closely with ICA Group and its teams in a consulting and coaching role.

• Act as the main point of contact for advisor inquiries, concerns, and guidance.

• Assist advisors in navigating available products and services.

• Keep advisors updated on changes from LPL, ICA Group, and regulatory developments.

• Work in partnership with internal teams and external collaborators.

• Evaluate advisors’ existing business practices and suggest business models, tools, products, and services.

• Design and implement initiatives to enhance firm productivity.

• Facilitate the completion and execution of advisor business plans.

• Implement client segmentation, value propositions/mission statements, and client service frameworks.

• Provide guidance and advice on succession planning.

• Discuss team structures and clarify roles.

• Deliver business valuations.

• Share best practices among advisors.

• Organize and lead advisor study groups, focus groups, and regional meetings.

• Engage sponsors and industry experts.

• Enhance advisor capabilities and advocate for best practices.

⛳️ Requirements

• Bachelor's Degree or higher in Business, Finance, Economics, Administration, or equivalent relevant experience and/or training.

• 10+ years of experience in the financial services sector and consulting.

• Familiarity with business management software such as Salesforce, Redtail, Wealthbox, and E-Money.

• Possession of Series 7, 63, 65, and/or 66 licenses.

• An analytical mindset with strong data collection and organization abilities.

• Excellent time management and organizational capabilities.

• Exceptional communication and interpersonal skills.

• Relevant industry experience working with independent financial advisors.

• Comprehensive knowledge of investments, financial operations, insurance, and business practices.

• Strong understanding of the broker/dealer landscape.

🏝️ Benefits

• 401K matching

• Health benefits

• Employee stock options

• Volunteer time off

• Discretionary bonus

• Competitive LPL Total Rewards package