AVP, Service Operational Readiness

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

Job Overview:
As LPL's Associate Vice President, Operational Readiness, you will report to the Vice President of our Workforce Strategy and Readiness unit. This qualified professional will have a strong project management, change management or demand planning background and a working knowledge of financial services and the customer experience space. Strong collaboration and presentation skills both written and verbal are required as you’ll work closely
with other functions in the company to drive positive change. Exceptional organization, working as part of a larger management team, and the ability to independently drive work and continuous improvement is vital.

This role serves as the bridge between Product, Technology, Operations, Communications, and Service, ensuring advisor and investor impacting initiatives are successfully assessed, communicated, and operationalized across the organization. The AVP will drive enterprise readiness planning, change adoption, and impact management to support exceptional advisor and client experiences.

Responsibilities:

• Lead readiness assessments for advisor and investor impacting initiatives, evaluating operational impacts, risks, dependencies, training requirements, and communication needs.

• 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

• Exceptional skills in fact base development and ability to synthesize and translate data into strategic story-telling

• Demonstrate creativity, leadership and communication skills

• Ability to work independently and contribute to team deliverables

• Good collaboration and interpersonal skills, self-motivated, willingness to take on challenges and adaptability to change

• Strong executive communication skills and ability to synthesize complex data and information into compelling cases for change

 

Pay Range:

$99,704.00 - $166,139.00

 

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. Your recruiter will be happy to discuss all that LPL has to offer!

 

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 affiliation 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. Please log in or create an account to apply to this position. 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 (855) 575-6947.

EAC 5.19.26