LPL Financial

We are looking for a Vice President (VP) of Digital Support Journey Design who is a thought leader, problem solver, and structured operator to help drive large-scale transformation and strategic operational initiatives within our Services organization. This role reports to the EVP of Services Digital Enablement.

Responsibilities:

• Driving rapid, iterative improvements to digital support journeys.
• Identify opportunities to launch highly visible strategic transformational initiatives.
• Diagnose operational pain points, break down complex challenges, and implement a path forward with our key business partners and stakeholders across Product, Technology and Delivery.
• Establish execution frameworks that bring consistency, discipline, and accountability to identifying digital journey pain points.
• Build and drive processes on how to best use resources; including people, technology and capital to optimize outcomes.
• Develop compelling presentations to articulate and advocate for transformational opportunities.
• Manage projects against strategic pillars, establishing and monitoring key performance indicators (KPIs) to measure the success and impact.
• Lead and contribute to various cross-functional initiatives spanning transformation of our Personalization strategy to End to End Journey orchestration capabilities.
• Bring data and the right analyses to problem solve for the bigger picture, developing strategies and actionable plans that align to the organization’s goals.
• Leverage data driven insights and business intelligence to help senior leadership and business owners make important decisions.

What are we looking for?

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 are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• 8+ years of experience in financial services, business or digital transformation, driving internal strategy; management
• 5+ years of experience in wealth management, financial services
• MBA or relevant advanced degree is a plus.

Core Competencies

• Experience in process improvement, lean six sigma, failure analysis, and user experience research.
• Problem solver, who can take broad visions or ambiguous direction and apply structure.
• Analytically inclined and can leverage statistical tools to capture critical business insights.
• Excellent communication skills and ways of working in a high-growth or fast paced environments.
• Strong track record of supporting transformation programs, particularly in customer service, contact centers, or financial services
• Self-starter with a bias for action—someone who proactively identifies problems and implements solutions.
• Experience influencing senior leadership.

Preferences:

• Experience in customer service operations, compliance, regulatory or risk.
• Track record of executing digital transformation initiatives focused on self-service, AI, or automation.
• Change management expertise, including rolling out new processes and technologies to frontline teams.
• Deep expertise in process improvement, automation, and operating model transformation.

Pay Range:

$148,200-$247,000/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. Learn more here!
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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