AVP, Frontline Transformation Leader

LPL Financial

Fort Mill (SC)

On-site

USD 98,000 - 163,000

Full time

3 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 our frontline functions including Risk, Compliance and Supervision. This leader will help set and execute a multi-year transformation roadmap with executive reporting.

We value collaboration, strategic thinking, and a proven ability to lead cross-functional initiatives without direct authority.

Qualifications

7+ years in transformation, change mgmt, 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

Document the vision for Frontline Transformation and reporting updates on key initiatives.
Define reporting routines to track progress on the Transformation 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 with program management support.
Build relationships with senior frontline leaders to enable business objectives.
Develop cadence and timelines for executive reporting to Board/CEO/President.
Collect, review and validate data for consistency and accuracy from a big-picture view.
Collaborate with partners to create outcome-focused, data-driven materials for oversight and decisions.