AVP, Frontline Transformation Strategy

LPL Financial LLC; Fort Mill, Charlotte (SC, NC); On-site; USD 98,000 - 163,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial LLC, a leading wealth management firm, seeks 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, execute, and drive accountability for a multi-year transformation strategy, roadmap and executive reporting.

The role emphasizes strategy development, program management, and high-visibility reporting to senior leadership.

Qualifications

• 7+ years of experience in transformation, change management, consulting, program management, process improvement, or strategy execution.

Responsibilities

• Strategy Component: 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 program management support, developing executive reporting, and anticipating and meeting the emergent needs of the frontline functions to achieve a transformation;
• Build relationships with senior frontline leaders to help ensure the Frontline Transformation serves and enables those leaders to meet their business objectives;
• Executive Reporting Component: Develop and execute on the right cadence and timelines for executive reporting and varying levels of the organization from Board of Directors, CEO, President, etc.; Collect, review and validate data for consistency, accuracy from a “big picture” view; Collaborate with business partners and stakeholders to develop outcome-focused, data-driven materials to support oversight and decision-making.

Skills

Transformation experience

Financial services experience

Executive-level reporting

Cross-functional leadership

Strategic initiatives

Job description

LPL Financial LLC, a leading wealth management firm, seeks 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, execute, and drive accountability for a multi-year transformation strategy, roadmap and executive reporting.

The role emphasizes strategy development, program management, and high-visibility reporting to senior leadership.