À propos de ce poste AVP, Service Operational Readiness chez LPL Financial
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
As LPL's Associate Vice President, Operational Readiness, you will report to the Vice President of our Workforce Strategy and Readiness unit. This qualified professional will have a strong project management, change management or demand planning background and a working knowledge of financial services and the customer experience space. Strong collaboration and presentation skills both written and verbal are required as you’ll work closely
with other functions in the company to drive positive change. Exceptional organization, working as part of a larger management team, and the ability to independently drive work and continuous improvement is vital.
This role serves as the bridge between Product, Technology, Operations, Communications, and Service, ensuring advisor and investor impacting initiatives are successfully assessed, communicated, and operationalized across the organization. The AVP will drive enterprise readiness planning, change adoption, and impact management to support exceptional advisor and client experiences.
Responsibilities:
Lead readiness assessments for advisor and investor impacting initiatives, evaluating operational impacts, risks, dependencies, training requirements, and communication needs.
Partner with business stakeholders to develop and execute readiness strategies that support successful adoption of new products, platforms, processes, and capabilities.
Develop executive-ready communications, dashboards, and presentations that provide visibility into readiness risks, mitigation plans, implementation status, and business impacts.
Develop Service-wide communications to prepare Financial Service Professionals for new business events (i.e. product/technology rollouts)
Manage event readiness dashboard/calendar
Support management with risk assessments and mitigation activities.
Propose and implement solutions to improve demand forecast accuracy
Prepare report outs for executives on event readiness.
Monitor and repaort on important changes in forecasts, and business strategies.
Address demand-related issues in a timely and effective manner.
Identifying capacity plans, headcount analysis, performance measures that will used to make strategic management decisions.
Ensure Financial Service Professionals are prepared for upcoming changes through coordinated communication, training, knowledge management, and readiness activities.
Bachelor’s degree in a related field; or other equivalent work experience
2+ years of experience leading operational teams, driving business initiatives, implementing change, workforce planning, project delivery, or supporting enterprise programs within Financial Services.
3+ years of experience in Financial Services
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.
Exceptional skills in fact base development and ability to synthesize and translate data into strategic story-telling
Demonstrate creativity, leadership and communication skills
Ability to work independently and contribute to team deliverables
Good collaboration and interpersonal skills, self-motivated, willingness to take on challenges and adaptability to change
Strong executive communication skills and ability to synthesize complex data and information into compelling cases for change
Ability to determine the appropriate communication, training, and change management approach based on the scope, risk, and advisor impact of an initiative.
Leader with the ability to motivate a team while implementing new processes both within the team and outside it.
Proficiency in Microsoft Outlook, MS Excel, and MS Word required, Strong proficiency in PowerPoint
- Experience supporting large-scale product, technology, or operational transformations• Experience leading organizational change management initiatives• Experience translating business requirements into operational readiness plans• Familiarity with advisor service models, contact center operations, or workforce planning
Preferences:
Previous experience in Workforce Management and/or the Nice CXOne platform is a plus
- Experience supporting large-scale product, technology, or operational transformations• Experience leading organizational change management initiatives• Experience translating business requirements into operational readiness plans• Familiarity with advisor service models, contact center operations, or workforce planning
Pay Range:
$99,704.00 - $166,139.00Company 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 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.
EAC 5.19.26
