LPL Financial

SVP, Workforce Transformation and AI Enablement

LPL Financial$209K — $348K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • Proven experience in Human Resources with expertise in large-scale transformation programs.
  • Strong knowledge of Change Management and Organizational Effectiveness.
  • Experience crafting and deploying AI/automation learning and adoption strategies.
  • History of successfully working within fast-paced, team-oriented environments.

Responsibilities

  • Oversee a network of AI-Champions to share practices and awareness on AI utilization.
  • Drive the enterprise approach to AI fluency, ensuring preparedness for employees and leaders.
  • Co-create and deploy AI learning journeys tailored to various workforce personas.
  • Develop a change management service delivery model to prioritize and support transformations.
  • Maintain an online change management playbook for leaders and teams undergoing transformation.
  • Provide coaching on change management to leaders to enable their initiatives.
  • Partner with the Transformation Office to translate strategic changes into actionable people implications.

Benefits

  • 401K matching
  • Comprehensive health benefits
  • Employee stock options
  • Generous paid time off
  • Volunteer time off opportunities
  • Supportive total rewards package enhancing work-life balance.
Full Job Description
SVP, Workforce Transformation and AI Enablement is a senior People leader accountable for ensuring the firm's workforce is ready, equipped, and supported
to successfully adopt and sustain enterprise transformation driven by work reimagination, AI, automation, and global workforce evolution. This role sits at the intersection of People, the Transformation Office, and our Product and Technology teams, driving large-scale change across LPL's workforce and talent processes to accelerate change adoption and value delivery.

Responsibilities:

AI-Capability Building
  • Oversee a network of AI-Champions to regularly share practices (successes and challenges) on AI utilization / impacts and to build awareness on the AI resources available for their business units.
  • Drive enterprise approaches to AI fluency and enablement, ensuring employees and people leaders are prepared to work alongside, supervise, and trust AI-enabled tools.
  • Co-create AI learning journeys with the Learning & Development function, to build capabilities and accelerate responsible AI adoption.
  • Deploy AI learning journeys (adapting to specific workforce personas for the resources available to them where appropriate) and embed AI enablement in the flow of work (progressing from learning about AI to AI is built into our processes / operations).
  • Ensure learning and enablement are embedded in the flow of work and focused on behavior change and confidence-not just content delivery.

Organizational Change Management
  • Own the development of a change management service delivery model (how transformations will be prioritized / supported); e.g., do-it-yourself playbooks for lower complex / lower risk changes to coaching models for moderate needs, to direct change project management on the largest most complex transformations.
  • Create and maintain an online change management playbook with tools / templates, as a how-to approach for leaders and teams undergoing transformation to move from apprehension and uncertainty to trust, excitement on the opportunities, and clarity on what this means for their role / day-to-day work.
  • Provide change management coaching to Transformation Project Managers, Business Unit Leaders, People Business Partners, and others to help enable their transformation initiatives; leveraging questions and feedback to continuously improve the change management playbook.
  • Drive the change management workstreams of the critical few top priority transformation initiatives, overseeing the change plan and project team resources to enable actions from leadership / stakeholder alignment through to workforce feedback and adoption.

Organizational Effectiveness
  • Partner closely with the Transformation Office to understand the larger changes taking place across the enterprise from work reimaging to AI to global capability center shifts, and to translate work changes into clear people implications e.g., impacts on leadership capabilities, workforce needs, behavior change required and executable solutions on partnership with People Centers of Excellence.
  • Advise People Business Partners and Business Unit leaders on organizational effectiveness (as aligned to the guidelines / guardrails), consulting on how to develop or reshape talent programs to build a future-ready workforce.
  • Co-create with the People Team (particularly the Talent Management Office) on changes needed to enterprise or business unit specific talent programs to best lead to the success of workforce transformation initiatives; helping to ensure these teams are aligned on the priorities and programs for a shared transformation agenda.


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:
  • Bachelor's degree.
  • Experience in Human Resources, particularly in scoping and managing large scale complex transformation programs.
  • Expertise in Change Management and Organizational Effectiveness (translating business strategies to talent initiatives).
  • Experience in managing AI / Automation related learning and adoption strategies.


Core Competencies:
  • Organizational consultation and influencing skills.
  • Organized, self-motivated, and capable of working in a rapidly changing environment with the ability to effectively interact with all levels of management.
  • Professional demeanor and the ability to maintain confidentiality at all times when dealing with personnel matters.
  • Curious and passionate about innovation and the future of work, with a generalist mindset and comfort working across topics.


Preferences:
  • Experience in Organizational Design, Workforce Planning, and Role Design / Restructuring preferred.
  • Advanced level degree preferred (e.g., Finance, Human Resources, Industrial-Organizational Psychology).
  • PHR, SPHR preferred.
  • Experience working in the Financial Services industry a plus.


Pay Range:
$209,193-$348,655/year
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**

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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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