LPL Financial · 7 hours ago
AVP, Program Management
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$100K/yr - $166K/yr
5+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., seeking an experienced AVP of Program Management to lead the strategic execution of their Service Enablement Program. This role is critical in transforming the service model from human-assisted to digital-led support, orchestrating complex initiatives to enhance client experiences.
FinanceFinancial Services
Responsibilities
Drive execution of the Service Enablement Program’s initiatives and core workstreams
Develop and maintain program roadmaps that balance immediate needs with transformational thinking across a 3-year horizon
Present strategic program updates to Service & Supervision executives, focusing on outcomes, learnings, and strategic pivots
Transform complex technical implementations into clear business narratives that resonate with senior leadership
Drive achievement of critical OKRs and KPIs, developing the capabilities to track, set targets, and monitor
Lead business readiness initiatives impacting 1,000+ service representatives and 35,000+ financial advisors
Develop adoption strategies that address proficiency gaps and diverse target audience segments
Partner with Learning & Development to create scalable training programs and AI-driven adaptive learning pathways
Qualification
Required
Bachelor's degree required
5+ years of program management experience leading enterprise-scale digital transformation initiatives
Experience in financial services, preferably wealth management and broker-dealer operation Required
Solid understanding of conversational AI, knowledge management systems, and digital adoption strategies
Experience with Agile and PI planning processes
Familiarity with service center operations, call center technologies, and CRM platforms
Working knowledge of GenAI applications in customer service (LLMs, intent recognition, automated workflows)
Preferred
MBA or relevant advanced degree preferred
PMP, Agile, or similar project management certification
Background in implementing AI/ML solutions at enterprise scale
Experience with practice management optimization in wealth management
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
Investment News
2026-01-11
2026-01-09
2026-01-09
Company data provided by crunchbase