VP, Client Experience Continuous Improvement

LPL Financial   •  

San Diego, CA

Industry: Accounting, Finance & Insurance

  •  

8 - 10 years

Posted 29 days ago

We are currently looking to hire a Vice President, Client Experience Continuous Improvement within LPL’s National Sales and Consulting organization. As Vice President, you will be responsible for execution of continuous improvement efforts and driving measurable increases in client experience. You will be expected to collaborate with Senior Executives within the Client Experience Continuous Improvement team to establish strategic priorities in which your team will execute against. Success in this role will be based on an individual’s ability to: synthesize and translate client experience data and insights into manageable, pragmatic continuous improvement initiatives; develop the project plans to support execution approach behind these initiatives; and help establish a common vision among the staff to optimize the holistic effectiveness of the team.

The ideal candidate is someone who has demonstrated success leading a highly motivated team, with proven process re-engineering and optimization, preferably in the financial services industry. The position is based in San Diego, CA.


Essential Functions:

  • •Synthesize client experience data and insights into tangible, pragmatic, and actionable initiatives
  • •Strong and demonstrated Strategic Problem Solving & Decision Making skills
  • •Quickly identifies and solve problems within the scope of their teams. Knows when to escalate issues to move concerns forward and, when faced with ambiguity, step into the void to find solutions.
  • •Strong Talent Management skills by way of teaching and sharing knowledge as they build capability on their teams. Demonstrates strong managerial skills as well as coaching for career development.
  • •Strong leader / passion for managing people
  • •Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute
  • •Project management expert
  • •The ability to work in a cross-functional team without direct reporting lines, as well as willingness to jump in and support other teams or activities regardless of description

Qualifications:

  • •Strategic mindset, with a pragmatic lens and a bias towards action
  • •Proven experience in process re-engineering and related tools (e.g. Lean, Six Sigma, Customer Journey Mapping)
  • •Intellectually curious, with strong analytical skills
  • •Is motivated by the idea of building a new continuous improvement capability to the firm
  • •Thrives in a fast-paced environment
  • •5+ years of experience in project management related roles with a broker dealer, RIA, investment or financial services firm (preferred)

Job Requirements:

Minimum Education Required: Bachelor’s degree

Minimum Experience Required: 7+years

7+ years of experienceapplying process re-engineering tools and techniques in the financial services industry (preferred)
Software/Systems Skills Required/Preferred: Word , Power point , Excel and Access


Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans.

Headquartered in Boston, San Diego, and Charlotte, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

* As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

About LPL Financial:

LPL Financial is a leader in the retailfinancial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

Job ID: R-005723