Operational Readiness Leader - Cross-Functional Change Agent

LPL Financial LLC; Fort Mill (SC); On-site; USD 100,000 - 166,000; Full time

Job summary

LPL Financial LLC is seeking an Associate Vice President, Operational Readiness to lead enterprise readiness planning and change adoption across Product, Technology, Operations, Communications, and Service. The role bridges multiple functions to ensure advisor and investor impacting initiatives are assessed, communicated, and operationalized.

The ideal candidate brings strong project management or demand planning experience in Financial Services, plus executive‑level communication and

Qualifications

• 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.

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 report 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.

Skills

Project management

Change management

Demand planning

Executive communication

Presentation skills

Collaboration

Data storytelling

Leadership

Adaptability

Organizational skills

Education

Bachelor’s degree in a related field

Tools

MS Excel

MS Word

PowerPoint

Job description

LPL Financial LLC is seeking an Associate Vice President, Operational Readiness to lead enterprise readiness planning and change adoption across Product, Technology, Operations, Communications, and Service. The role bridges multiple functions to ensure advisor and investor impacting initiatives are assessed, communicated, and operationalized.

The ideal candidate brings strong project management or demand planning experience in Financial Services, plus executive‑level communication and