LPL Financial
Vice President of Client Empowerment and Practice Optimization Insights
LPL Financial, San Diego, California, United States, 92189
Overview
Job Overview:
As the VP of Client Empowerment & Practice Optimization Insights, you will be responsible for developing a comprehensive insights inventory and aligning a multi-channel execution strategy to deliver value and provide continuous improvement. Through quantitative and qualitative analysis, you will empower advisors to more effectively engage in LPL tools and resources to deliver incremental value to the end investors. This role requires a strategic mindset, data-driven decision-making, and exceptional leadership to navigate change and inspire enthusiasm for client empowerment. Responsibilities
Analyze quantitative and qualitative insights to identify areas for improvement opportunities across the advisor and office professional experiences. Design and execute advisor proficiency assessment, scorecard and framework to deliver intended engagement outcomes. Conduct root cause analysis on call drivers and define optimal engagement strategy. Partner with stakeholders across data science, business, strategy and services to align KPIs and prioritize initiatives. Identify innovative solutions to scale insights for maximum effectiveness. Foster a collaborative and inclusive environment that prioritizes continuous learning and growth. Lead a team to implement new programs that drive engagement and deliver business outcomes. Partner with leadership to drive change and build buy-in for the client empowerment journey. What are we looking for?
We want strong collaborators who can deliver world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement. Requirements
Bachelor’s degree required; field of study is flexible, though disciplines such as business, management, analytics, or related areas are preferred. Minimum of 10 years of experience leading and managing teams to execute strategic initiatives. At least 5 years of demonstrated success in developing and implementing scalable client engagement programs. Minimum of 5 years of experience applying comprehensive analytics to drive client engagement and product/service adoption. Core Competencies
Strong analytics capabilities and understanding of wealth management and client engagement Excellent communication, presentation, and interpersonal skills. Ability to think strategically, analyze data, and make data-driven decisions. Passion for technology and its potential to empower individuals and organizations. Experience collaborating with cross-functional teams across departments. Pay Range
$141,188-$235,313/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! Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25
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Job Overview:
As the VP of Client Empowerment & Practice Optimization Insights, you will be responsible for developing a comprehensive insights inventory and aligning a multi-channel execution strategy to deliver value and provide continuous improvement. Through quantitative and qualitative analysis, you will empower advisors to more effectively engage in LPL tools and resources to deliver incremental value to the end investors. This role requires a strategic mindset, data-driven decision-making, and exceptional leadership to navigate change and inspire enthusiasm for client empowerment. Responsibilities
Analyze quantitative and qualitative insights to identify areas for improvement opportunities across the advisor and office professional experiences. Design and execute advisor proficiency assessment, scorecard and framework to deliver intended engagement outcomes. Conduct root cause analysis on call drivers and define optimal engagement strategy. Partner with stakeholders across data science, business, strategy and services to align KPIs and prioritize initiatives. Identify innovative solutions to scale insights for maximum effectiveness. Foster a collaborative and inclusive environment that prioritizes continuous learning and growth. Lead a team to implement new programs that drive engagement and deliver business outcomes. Partner with leadership to drive change and build buy-in for the client empowerment journey. What are we looking for?
We want strong collaborators who can deliver world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement. Requirements
Bachelor’s degree required; field of study is flexible, though disciplines such as business, management, analytics, or related areas are preferred. Minimum of 10 years of experience leading and managing teams to execute strategic initiatives. At least 5 years of demonstrated success in developing and implementing scalable client engagement programs. Minimum of 5 years of experience applying comprehensive analytics to drive client engagement and product/service adoption. Core Competencies
Strong analytics capabilities and understanding of wealth management and client engagement Excellent communication, presentation, and interpersonal skills. Ability to think strategically, analyze data, and make data-driven decisions. Passion for technology and its potential to empower individuals and organizations. Experience collaborating with cross-functional teams across departments. Pay Range
$141,188-$235,313/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! Company Overview
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com. Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. EAC1.22.25
#J-18808-Ljbffr