AVP, Voice of Client Programs

LPL Financial; Tempe (AZ); On-site; USD 87,000 - 145,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial is seeking an AVP, Voice of Client Programs to lead survey design, analytics, and client insight initiatives. This role demands a consulting mindset, strong analytical skills, and experience with the Net Promoter System to drive learning and client-centric outcomes.

The ideal candidate will design and build surveys, enable clients and employees to drive adoption and target outcomes from initiatives, and partner with stakeholders to deliver measurable improvements.

Qualifications

• Bachelor's degree and 7 years of related experience, or MBA (or other relevant advanced degree) and 5 years of relevant experience.
• 5+ years’ experience leading the design of awareness, adoption and value delivery programs.
• 3+ years’ experience using Medallia survey platform

Responsibilities

• Partner with business stakeholders to understand objectives, business needs, and client insight requirements.
• Design, build, test, and deploy surveys in the Medallia platform to support business goals.
• Develop dashboards, reporting, and analytics that translate feedback into actionable insights.
• Manage the end-to-end survey lifecycle, including intake, design, programming, testing, launch, monitoring, and optimization.
• Analyze survey results to identify trends, opportunities, and recommendations that drive client-centric outcomes.
• Enable business partners to interpret insights, take action on feedback, and close the loop with clients.
• Monitor program performance and maintain survey inventories, reporting assets, and key program metrics.
• Contribute to a collaborative, high-performing team culture focused on continuous improvement.

Skills

Survey design

Data analysis

Client insights

Leadership

Education

Bachelor's degree

MBA

Tools

Medallia

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

Are you passionate about listening to, learning from, and acting on client feedback? Are you interested in being part of a team that is working to transform and do things differently? If so, the AVP, Voice of Client Programs role in our Voice of Client team could be the role for you! The ideal candidate for this role has a combination of a consulting mindset, analytical skills, and strong understanding of the Net Promoter System. We desire a strong leader that can provide thought leadership on how to increase learning, action, and client-centric outcomes. This candidate will possess an ability to design and build surveys and primary research programs, as well as, enable clients and employees to drive awareness, adoption and target outcomes from initiatives.

Responsibilities:

• Partner with business stakeholders to understand objectives, business needs, and client insight requirements.
• Design, build, test, and deploy surveys in the Medallia platform to support business goals.
• Develop dashboards, reporting, and analytics that translate feedback into actionable insights.
• Manage the end-to-end survey lifecycle, including intake, design, programming, testing, launch, monitoring, and optimization.
• Analyze survey results to identify trends, opportunities, and recommendations that drive client-centric outcomes.
• Enable business partners to interpret insights, take action on feedback, and close the loop with clients.
• Monitor program performance and maintain survey inventories, reporting assets, and key program metrics.
• Contribute to a collaborative, high-performing team culture focused on continuous improvement.

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:

• High general business acumen demonstrated through a bachelor’s degree and 7 years of related experience, or MBA (or other relevant advanced degree) and 5 years of relevant experience.
• 5+ years’ experience leading the design of awareness, adoption and value delivery programs.
• 3+ years’ experience using Medallia survey platform

Core Competencies:

• Strong organizational, change management, and time management skills, with the ability to meet deadlines and manage multiple projects simultaneously.
• Strategic thinker with the ability to assess complex problems, prioritize key issues, and execute strategic plans.
• Experienced self-starter who can manage projects independently
• Excellent collaboration skills to work with cross-functional teams and key stakeholders.

Preferences:

• Experience running and implementing survey programs at scale.

Pay Range:

$86,829.00 - $144,715.00

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.

Company 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 affiliate 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.

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 [phone].