VP, Continuous Improvement - Forms Digitization jobs in United States
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LPL Financial · 9 hours ago

VP, Continuous Improvement - Forms Digitization

positionArlington VA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$123K/yr - $206K/yr
date5+ years exp

LPL Financial is seeking an experienced VP, Continuous Improvement – Forms Digitization to join their Frontline Transformation team. This role will lead efforts to develop and implement a program to digitize forms to improve client experience and drive organizational efficiency.

FinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Conduct data-driven analysis to create a forms digitization roadmap to maximize the impact of forms digitization to the client experience and operational efficiency
Coordinate with partners across business teams, Product teams, and Technology teams to obtain funding on execute on a forms digitization roadmap
Coordinate with Product and Technology partners to create execution plans to implement the forms digitization roadmap
Create program-level tracking and reporting to drive execution and accountability for forms digitization
Coordinate with business teams and Finance partners to track and report on outcomes related to forms digitization

Qualification

Program managementUser experiencePerformance metrics analysisFinancial services experienceCollaboration skillsPresentation skillsGrowth mindsetDetail-oriented

Required

Prior experience at the nexus of user experience and product management at a financial services firm
Minimum of 5+ years of experience in program management and execution
Experience defining and analyzing performance metrics leveraging process design best practices
Strong written and verbal presentation skills; ability to present to senior management
Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
Ability to create and stop and see the big picture while also rolling up the sleeves to 'get into the details' as needed
Ability to work with minimal guidance and supervision
Experience in a fast moving, entrepreneurial environment

Preferred

Experience interacting with Finance teams, and measuring and evaluating the financial impact of optimization projects

Benefits

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off

Company

LPL Financial

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LPL Financial provides investment solutions and tools for independent financial advisors.
dateFounded in 1968
location
Boston, Massachusetts, USA
people-size5001-10000 employees
web-link
https://www.lpl.com

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 Company
Total Funding
$2.5B
2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO

Leadership Team

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Rich Steinmeier
Interim CEO
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Sid Vyas
Chief Technology Officer/EVP
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Recent News

Investment News
LPL, Ameriprise report online attacks on clients’ accounts, data to Maine
2026-01-16
GlobeNewswire
LPL Financial Welcomes Oak Bridge Financial, LLC
2026-01-16
Investment News
Advisor moves: $670M Baird team bolts to RBC in Texas
2026-01-16
Company data provided by crunchbase