VP, Frontline Transformation Reporting & Planning

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

Job Overview:

LPL Financial is seeking a Vice President, Frontline Transformation Reporting & Planning, to champion and drive change across the our Operations, Contact Center, Supervision, and Risk & Compliance functions (i.e. the “frontline functions”). This Individual Contributor leader will be responsible for helping set, execute, and drive accountability to deliver on a multi-year transformation strategy and roadmap. 

Responsibilities:

• Hold the pen—help document the vision for Frontline Transformation and reporting updates on key Transformation initiatives;
• Define reporting routines to track progress on the Transformation-related portfolio of work;
• Help create, maintain, and track against a multi-year Frontline Transformation Roadmap;
• Assist in driving key projects and initiatives related to the Frontline Transformation by personally owning initiatives, providing PM support to others, developing executive reporting, and anticipating and meeting the emergent needs of the frontline functions to achieve a transformation;
• Influence and provide thought partnership to help steer the Frontline Transformation to achieve organization objectives;
• Build relationships with senior frontline leaders to help ensure the Frontline Transformation serves and enables those leaders to meet their business objectives;
• Identify opportunity and adapt to the evolving needs of the organization to assist in evolving Frontline Transformation strategy and tactics over time.

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:

• 10+ years of experience in transformation, change management, project management, voice of the customer, or process improvement.
• Experience working within a financial services firm or consulting experience at a top firm.
• Demonstrated experience with executive-level story telling with exceptional presentation skills

Core Competencies:

• Strong analytical thinker who can translate between concept, strategy, and execution plans.
• Demonstrated ability to develop executive reporting, and a set of routines to produce that reporting;
• Ability to facilitate workshops and other engagements with large groups and senior stakeholders to solicit ideas and build plans for Transformation.
• A desire to be the best—a high degree of ambition and a strong commitment to doing the work needed to get there.

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Preferences:

• Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset
• High emotional intelligence; a collaborative and inclusive approach
• Demonstrated pattern of delivery and execution
• Expert consensus-builder who drives change across initiatives within and outside direct accountability; facilitates critical thinking to create solutions for the most complex business challenges
• Involves up to 5% travel

 

Pay Range:

$119,775-$199,625/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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