VP, End Client Strategy and Experience

LPL Financial LLC; Boston (MA); On-site; USD 159,959 - 266,564; Full time

Benefits offered by this job

401(k) matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a VP, End Client Experience Strategy to lead the development and execution of strategic initiatives that enhance client experiences. This role requires a strong analytical mindset, excellent communication skills, and a commitment to influencing organizational change.

The ideal candidate will have at least 5 years of experience in client experience or corporate strategy, with an MBA preferred, and will focus on transforming LPL's client strategies into actionable frameworks.

Benefits include 401(k) matching, health benefits, and employee stock options.

Qualifications

• 2+ years post-MBA experience or 7+ years total experience.
• 5+ years in customer/client experience, corporate strategy, or consulting.
• Proven success influencing senior leaders in complex environments.

Responsibilities

• Lead end client strategy initiatives development and execution.
• Establish standards for competitive end client experiences.
• Drive cultural shift towards end client-centricity.

Skills

Collaboration

Analytical thinking

Influencing change

Executive communication

Data-driven decision making

Education

MBA or equivalent experience

Tools

Microsoft Office Suite

Job description

Job Overview

As the VP, End Client Experience Strategy, you will be a member of LPL’s Strategy & Growth organization, focusing on developing and advancing LPL’s end client strategy and experience agenda. This role will report into the Senior Vice President of End Client Strategy & Experience and play a key role in developing and leading strategic initiatives. You will partner with leadership to identify, prioritize, and execute strategic projects that enhance end client experiences and drive business outcomes. To do so, you’ll take a data‑driven approach to evaluate opportunities, prioritize initiatives, and develop actionable recommendations that drive growth, retention, and client satisfaction.

Responsibilities

• Lead the development, implementation, and execution of key end client strategy initiatives
• Define and evolve LPL’s enterprise-wide end client experience vision across the full wealth lifecycle
• Establish clear standards and expectations for what “competitive” end client experiences should be
• Take a data‑driven approach to identify and prioritize opportunities to improve end client experiences
• Evaluate potential opportunities, including building clear business cases and prioritizing highest‑value initiatives
• Develop strategic perspectives on key topics including end client growth, segmentation, and experience priorities
• Lead development of differentiated experience strategies tied to measurable commercial outcomes (e.g., retention, growth, satisfaction)
• Leverage qualitative (market trends, competitive intel, client research) and quantitative (financial data, behavioral data) insights to inform strategy
• Conduct research with advisors and end clients (surveys, interviews, user testing) to inform strategy and validate ideas
• Act as a central strategic partner and influencer across product, technology, operations, and advisor organizations
• Influence senior leadership and governance forums to align priorities, investments, and execution
• Develop and operationalize enterprise frameworks (e.g., experience frameworks, journey maps, business requirements)
• Develop executive‑ready presentations for senior leadership, including management committee and Board audiences
• Drive a cultural shift toward end client‑centricity across the firm

Qualifications

We want strong collaborators who are passionate about improving client experience and shaping how LPL delivers value to its clients. We are looking for people who thrive in ambiguity, can apply analytical thinking and strategic problem solving to identify and activate experience and growth opportunities, and are motivated to influence change at an enterprise level. This role is ideal for someone who enjoys operating at the intersection of strategy, experience, and transformation.

Requirements

• 2+ years post‑MBA experience or 7+ years total experience
• 5+ years of experience in customer/client experience, corporate strategy, or consulting roles
• Proven track record of influencing senior leaders and operating in complex, cross‑functional enterprise environments

Core Competencies

• Ability to translate vision into actionable frameworks and execution plans
• Strong executive communication and stakeholder management skills
• Data‑driven mindset with experience using insights to inform strategic decisions
• Understanding of areas of specialization within client experience, including but not limited to experience strategy, journey design, experience measurement, product management, behavioral analytics
• Excellent communication skills and ability to articulate compelling, enterprise‑level narratives
• Ability to define a north star vision and translate into actionable frameworks and priorities
• Strong ability to influence without authority across senior stakeholders and functions
• Experience identifying and evaluating strategic opportunities and building business cases
• Ability to translate insights into actionable plans and roadmaps
• Superior presentation and storytelling capabilities
• Ability to balance strategic vision with pragmatic execution
• Strong analytical skills with ability to connect experience improvements to business outcomes
• Ability to simplify complex topics and build alignment across diverse stakeholders
• Deep understanding of customer experience principles, journey design, and measurement

Preferences

• Financial services or wealth management experience preferred
• Proficient use of MSSuite (PowerPoint, Excel, Word)

Pay Range

Pay Range: $159,959.00 – $266,564.00. 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.

Benefits

• 401(k) matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

EEO.