AVP, Feedback

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Are you passionate about listening to, learning from, and acting on client feedback? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Excited to learn more? If so, then the Assistant Vice President, Feedback role in our Business Design and Solutioning team could be the role for you!  

Job Overview:

The Assistant Vice President, Feedback role is responsible for the operational management of LPL’s client feedback platform, ensuring seamless intake, routing, and resolution of feedback. This role supports closed loop processes, drives continuous improvement, and fosters a positive client experience. The position requires technical aptitude but is not a developer or IT role.

Roles & Responsibilities:

• Provide administrative support for the feedback dashboard, ensuring feedback transparency for clients, champions, and business owners.
• Manage and maintain the feedback champion and business unit lists, ensuring role assignments and access are up-to-date across all client-facing teams.
• Oversee user access management for Medallia including onboarding, permissions, and troubleshooting.

• Manage data feeds between LPL and Medallia to support feedback and survey programs, ensuring data integrity and timely updates.
• Collaborate with the feedback product and business owners to identify, test, and implement enhancements and upgrades to the feedback portal, including integration with other platforms (Salesforce, Jira, Dynamics).

• Act as a moderator for feedback submissions, ensuring proper routing and timely and effective resolution.
• Monitor and report on feedback trends, escalating urgent or systemic issues as needed.

• Work across the Voice of Customer, feedback, and product teams to support technical needs and ensure seamless feedback handling.
• Provide training and support to internal users of the feedback tool and dashboard.

• Support championing a culture of client-centricity and continuous improvement across the organization.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 3-5 years of experience with feedback management tools (Medallia, Salesforce, Dynamics) and dashboard/reporting platforms.
• Experienced with process management/improvement
• Experience in a client facing position

Core Competencies:

• Self-driven individual with high level of motivation, positive attitude, commitment to excellence and integrity, and ability to work in a cross-functional team and drive outcomes without having direct authority
• Strong analytical skills with an ability to identify relevant data, evaluate business opportunities within the context of the larger organization, influencing leadership based by presenting findings in a clear and actionable manner
• Expert communication skills, both written and oral, with the ability to engage and present materials to our business leaders and clients across all levels of the organization
• Demonstrated business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases

Preferences:

• Medallia administrator certification

 

Pay Range:

$86,829-$144,715/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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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