LPL Financial · 1 day ago
VP, Frontline Transformation Strategy
Fort Mill/Charlotte
Full-time
Onsite
Senior Level
$130K/yr - $217K/yrLPL Financial is seeking a Vice President, Frontline Transformation Strategy, to champion and drive change across their frontline functions including Operations, Contact Center, Supervision, and Risk & Compliance. This leader will be responsible for setting, executing, and driving accountability to deliver on a multi-year transformation strategy and roadmap.
FinanceFinancial Services
Responsibilities
Hold the pen—help document the vision for Frontline Transformation and reporting updates on key Transformation initiatives
Define reporting routines to track progress on the Transformation-related portfolio of work
Help create, maintain, and track against a multi-year Frontline Transformation Roadmap
Assist in driving key projects and initiatives related to the Frontline Transformation by personally owning initiatives, providing program management support, developing executive reporting, and anticipating and meeting the emergent needs of the frontline functions to achieve a transformation
Build relationships with senior frontline leaders to help ensure the Frontline Transformation serves and enables those leaders to meet their business objectives
Collect, review and validate data for consistency, accuracy from a “big picture” view
Collaborate with business partners and stakeholders to develop outcome-focused, data-driven materials to support oversight and decision-making
Qualification
Required
Direct experience in transformation, change management, project management, voice of the customer, and/or process improvement / process efficiency in financial services
Consulting experience at a top firm
Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset
High emotional intelligence; a collaborative and inclusive approach
Demonstrated pattern of delivery and execution
Proven experience being a trust advisor and consensus-builder who drives change across initiatives within and outside direct accountability; facilitates critical thinking to create solutions for the most complex business challenges
Involves up to 5% travel
Exceptional executive story telling ability through the use of MS PowerPoint, Excel and other platforms
Analytical thinker who can understand and translate between concepts, frameworks strategy, and execution plans
Demonstrated ability to develop executive reporting, and a set of routines to produce that reporting
Experience and comfort presenting to and working side-by-side with senior executives
Ability to facilitate workshops and other engagements with large groups and senior stakeholders to solicit ideas and build plans for Transformation
A desire to be the best—a high degree of ambition and a strong commitment to doing the work needed to get there
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.
Founded in 1968
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
2026-01-23
2026-01-23
Company data provided by crunchbase