Senior VP, Agent Enablement & Client Experience (Wealth)

LPL Financial; United States; Remote; USD 189,000 - 315,000; Full time

Job summary

LPL Financial is seeking a Senior Vice President of Agent Support Enablement to design and drive tools, processes, and digital enablement for client support teams across channels. The role demands strategic leadership, deep wealth management operations knowledge, and a track record of large-scale technology implementations and change management.

The candidate will lead cross-functional efforts with Technology, Operations, Compliance, and Product to uplift agent productivity, client experience,

Qualifications

• 10 or more years of experience in client service, operations, or enablement roles within financial services.
• Proven track record of leading large-scale technology implementations and change management initiatives.
• Strong understanding of client support workflows, CRM systems, and digital engagement tools.
• Exceptional leadership, communication, and stakeholder management skills.
• Analytical mindset with experience using KPIs and client feedback to drive decisions.

Responsibilities

• Develop and execute a comprehensive enablement strategy for support agents aligned with the firm’s client experience goals.
• Partner with senior stakeholders across Technology, Operations, Compliance, and Product to ensure alignment and scalability.
• Identify, evaluate, and implement platforms (CRM, knowledge management, AI/chatbots, workflow automation) that enhance agent productivity and client satisfaction.
• Lead vendor selection and integration efforts for support-related technologies.
• Collaborate with Learning & Development to design training programs that ensure agents are proficient in using tools and delivering high-touch service.
• Establish feedback loops to continuously refine tools based on agent input and performance metrics.
• Use data and analytics to identify pain points in the support journey and implement solutions that reduce friction and improve outcomes.
• Champion a culture of continuous improvement and innovation in client support.
• Ensure all tools and processes comply with regulatory requirements and internal risk standards.
• Maintain strong documentation and audit trails for all enablement initiatives.

Skills

Leadership

Communication

Stakeholder management

Analytics

Change management

Tools

Salesforce

ServiceNow

Job description

LPL Financial is seeking a Senior Vice President of Agent Support Enablement to design and drive tools, processes, and digital enablement for client support teams across channels. The role demands strategic leadership, deep wealth management operations knowledge, and a track record of large-scale technology implementations and change management.

The candidate will lead cross-functional efforts with Technology, Operations, Compliance, and Product to uplift agent productivity, client experience,