Assistant VP, Frontline Strategy & Transformation

lplfinancial

Fort Mill (SC)

On-site

USD 98,000 - 163,000

Full time

4 days ago
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Job summary

LPL Financial is seeking an Assistant Vice President, Frontline Transformation Strategy, to champion and drive change across frontline functions including Risk, Compliance and Supervision. This leader will craft the multi-year transformation roadmap and deliver executive reporting to leadership.

You will build relationships with senior frontline leaders, own initiatives end-to-end, and develop data-driven materials to support oversight and strategic decision-making, while aligning with the

Qualifications

  • 7+ years of experience in transformation, change management, consulting, program management, process improvement, or strategy execution.
  • 5+ years of financial services experience.
  • Experience creating executive-level presentations, dashboards, business reviews, and strategic reporting.
  • Demonstrated experience leading cross-functional initiatives without direct authority.
  • Proven track record supporting large-scale transformation or strategic business initiatives.

Responsibilities

  • Hold the pen—document the vision for Frontline Transformation and reporting updates on key initiatives.
  • Define reporting routines to track progress on the Transformation portfolio of work.
  • Create, maintain, and track a multi-year Frontline Transformation Roadmap.
  • Own initiatives and provide program management support for frontline transformation.
  • Build relationships with senior frontline leaders to enable business objectives.

Skills

Transformation leadership
Change management
Consulting
Program management
Process improvement
Strategy execution
Executive reporting
Cross-functional collaboration
Strategic communication

Job description

LPL Financial is seeking an Assistant Vice President, Frontline Transformation Strategy, to champion and drive change across frontline functions including Risk, Compliance and Supervision. This leader will craft the multi-year transformation roadmap and deliver executive reporting to leadership.

You will build relationships with senior frontline leaders, own initiatives end-to-end, and develop data-driven materials to support oversight and strategic decision-making, while aligning with the

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