LPL Financial

AVP, Knowledge Management

LPL Financial$86K — $144K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience in knowledge management or a related field
  • Strong background in content creation and governance
  • Experience with AI strategies including Large Language Models
  • Exceptional data management skills in complex environments
  • Ability to interact tactfully with all levels of business partners

Responsibilities

  • Create and refine knowledge content with business partners
  • Utilize data analytics to improve knowledge management strategy
  • Manage projects and ensure delivery on firm objectives
  • Implement actionable feedback to enhance user experience
  • Gather data for continual content improvement
  • Foster a collaborative team environment that promotes idea sharing
  • Support team members' performance and career development

Benefits

  • 401K matching
  • Health benefits
  • Employee stock options
  • Paid time off
  • Volunteer time off
Full Job Description
Job Overview:

The AVP, Knowledge Management is responsible for managing services help content, optimizing the customer self-help knowledge base, and transforming the customer service experience. These objectives will be delivered through the oversight of knowledge-related activities, including project related initiatives, migrations across platforms, and working with multiple disparate knowledge management tools. Lead new AI transformative initiatives, guide the knowledge management team in industry standard practices, and coach team members in new technologies.

Responsibilities:
  • Work with business partners across the firm to create, refine, and deliver knowledge content through knowledge management system
  • Utilize data and analytics to identify gaps and overlaps in knowledge, optimize usage, and monitor progress of knowledge management strategy
  • Manage projects and execute on deliverables as needed to meet firm objectives
  • Implement and manage actionable feedback with business partners to consistently improve the experience
  • Manage data gathering and continual content improvements; Optimize call deflection by improving content quality and reducing digital failure rates
  • Creates a team environment that encourages and inspires sharing of best practices and seeks new ideas
  • Works closely with team members to create meaningful goals and provide feedback to facilitate higher levels of performance and support employee career development


What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:
  • Experience in knowledge management, including industry analysis, market or business practice research, or consulting practice management would be highly desirable
  • A minimum of 4 years' experience as a knowledge manager or related field with experience in content creation, governance, and data certifications/attestations
  • Experience with AI strategies to include Large Language Models and RAG/Vector methodologies
  • Exceptional data management skills, including experience with the following:
    • Navigating a complex data environment
    • Identifying, extracting, integrating and working with data from multiple systems


Core Competencies:
  • Forward thinking in long term, constantly evolving AI solutions
  • Strong communication skills (oral and written), including demonstrated ability to tactfully interact with business partners at all levels
  • Strong teamwork and experience collaborating with individuals across lines of business, functional areas, and different levels within the organization
  • Proven ability to lead, develop and coach professionals while possessing strong mentoring and employee development skills.
  • Action orientation, willingness to take the initiative, and a desire to roll-up sleeves and dig into the depths of the business
  • A commitment to constant self-improvement and a willingness to be coached


Preferences:
  • Foundational experience with Adobe Experience Management in a cloud environment is a plus


Pay Range:
$86,829.00 - $144,715.00
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!

About LPL Financial

LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco (established in 1968) and Private Ledger (established in 1973); and has since expanded its number of independent financial advisors from a few hundred to more than 13,300 in 2012. LPL Financial has main office locations in Boston, Charlotte, and San Diego. Approximately 2,900 employees support financial advisors; financial institutions; and technology, custody, and clearing service subscribers with enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. LPL Financial advisors help clients meet investment goals with a number of financial services, including equities, bonds, mutual funds, annuities, insurance, and fee-based programs. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s investment professionals to offer financial advice free from broker/dealer-inspired conflicts of interest.

LPL Financial Careers

Join the dynamic team at LPL Financial, a leader in the financial services industry, and be part of a company that values innovation, leadership, and professional growth. At LPL Financial, we offer unparalleled job opportunities that propel your career forward while fostering a culture of diversity and inclusion.

Work You’ll Do

At LPL Financial, you’ll engage in meaningful work that directly impacts our clients and the financial industry. As part of our team, you will: - Utilize your skills to drive innovation and operational excellence. - Collaborate with seasoned professionals in a culture that celebrates diversity and inclusion. - Lead projects that transform our services and client experiences at the intersection of technology and financial consultancy.

Join Our Market-Leading Team

LPL Financial is not just a company; it's a community where you can build a career. Our team of experts is dedicated to providing guidance and support that enhances your professional journey: - Participate in diversity training programs that prepare you for leadership roles within and beyond the company. - Engage in networking opportunities that connect you with industry leaders and peers. - Benefit from a robust suite of benefits designed to support your physical, emotional, and financial well-being.

Innovative Growth and Development

We believe in nurturing the growth of our employees through: - Comprehensive professional development programs that include certifications, seminars, and workshops. - Leadership tracks that encourage innovation and strategic thinking. - Internship programs that offer real-world experience and a pathway to full-time employment.

Explore Job Opportunities

Whether you’re just starting your career or looking for a new challenge, LPL Financial offers a range of positions from entry-level to executive. We are committed to hiring talented individuals who are passionate about the financial services industry and dedicated to client success. - Search open positions that match your skills and interests. - Prepare your resume and refine your interview techniques with our career resources. - Discover the rewards of a career at LPL Financial, where your ambitions are met with endless opportunities.

Stay Connected

Join our team and stay ahead with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. - **Search LPL Financial Jobs** - **Read Careers Blog**

Job Alert Emails

Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Explore the exciting and rewarding opportunities that await at LPL Financial. At LPL Financial, we empower our employees to excel in their careers and lead the way in the financial services industry. Join us and make a difference with your passion, curiosity, and drive.
Learn more about LPL Financial
Size
6,059 employees
Market Cap
$16.6 billion
Industry
Net Income
$472.6 million
Founded
2006
5 Year Trend
+13.8%
Revenue
$5.8 billion
NASDAQ

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