Senior AVP, Frontline Transformation Leader

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

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, execute, and drive accountability for a multi-year transformation strategy, roadmap and executive reporting.

The role emphasizes building relationships with senior frontline leaders, owning transformation initiatives, and delivering data-driven materials for oversight and

Qualifications

• 7+ years 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, provide program management support, develop executive reporting, and anticipate frontline needs.
• Build relationships with senior frontline leaders to enable achievement of business objectives.
• Develop and execute the cadence for executive reporting to the Board, CEO, President, etc.
• Collect, review and validate data for consistency and accuracy from a big-picture view.
• Collaborate with partners to develop outcome-focused, data-driven materials for oversight and decision-making.

Skills

Executive communication

Strategic planning

Transformation leadership

Change management

Cross-functional leadership

Storytelling

Job description

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, execute, and drive accountability for a multi-year transformation strategy, roadmap and executive reporting.

The role emphasizes building relationships with senior frontline leaders, owning transformation initiatives, and delivering data-driven materials for oversight and