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About the Role
As the VP, End Client Experience Strategy, you will be a member of LPL’s Strategy & Growth organization, focusing on developing and advancing LPL’s end client strategy and experience agenda. This role will report into the Senior Vice President of End Client Strategy & Experience and play a key role in developing and leading strategic initiatives.
Responsibilities
- Lead the development, implementation, and execution of key end client strategy initiatives
- Define and evolve LPL’s enterprise-wide end client experience vision across the full wealth lifecycle
- Establish clear standards and expectations for what “competitive” end client experiences should be
- Take a data-driven approach to identify and prioritize opportunities to improve end client experiences
- Evaluate potential opportunities, including building clear business cases and prioritizing highest-value initiatives
- Develop strategic perspectives on key topics including end client growth, segmentation, and experience priorities
- Lead development of differentiated experience strategies tied to measurable commercial outcomes (e.g., retention, growth, satisfaction)
- Leverage qualitative (market trends, competitive intel, client research) and quantitative (financial data, behavioral data) insights to inform strategy
- Conduct research with advisors and end clients (surveys, interviews, user testing) to inform strategy and validate ideas
- Act as a central strategic partner and influencer across product, technology, operations, and advisor organizations
- Influence senior leadership and governance forums to align priorities, investments, and execution
- Develop and operationalize enterprise frameworks (e.g., experience frameworks, journey maps, business requirements)
- Develop executive-ready presentations for senior leadership, including management committee and Board audiences
- Drive a cultural shift toward end client-centricity across the firm
Requirements
- 2+ years post-MBA experience or 7+ years total experience
- 5+ years of experience in customer/client experience, corporate strategy, or consulting roles
- Track record of influencing senior leaders and operating in complex, cross-functional enterprise environments
- Ability to translate vision into actionable frameworks and execution plans
- Strong executive communication and stakeholder management skills
- Data-driven mindset with experience using insights to inform strategic decisions
- Understanding of areas of specialization within client experience, including but not limited to experience strategy, journey design, experience measurement, product management, behavioral analytics
- Excellent communication skills and ability to articulate compelling, enterprise-level narratives
- Ability to define a north star vision and translate into actionable frameworks and priorities
- Strong ability to influence without authority across senior stakeholders and functions
- Experience identifying and evaluating strategic opportunities and building business cases
- Ability to translate insights into actionable plans and roadmaps
- Superior presentation and storytelling capabilities
- Ability to balance strategic vision with pragmatic execution
- Strong analytical skills with ability to connect experience improvements to business outcomes
- Ability to simplify complex topics and build alignment across diverse stakeholders
- Deep understanding of customer experience principles, journey design, and measurement
- Financial services or wealth management experience preferred
- Proficient use of MS Suite (PowerPoint, Excel, Word)
Skills
- customer/client experience
- corporate strategy
- consulting
- influencing senior leaders
- cross-functional enterprise environments
- executive communication
- stakeholder management
- data-driven mindset
- strategic decisions
- experience strategy
- journey design
- experience measurement
- product management
- behavioral analytics
- enterprise-level narratives
- strategic problem solving
- analytical thinking
- business cases
- presentation
- storytelling
- analytical skills
- customer experience principles
Location
- Remote
Work Type
- Full-time
Experience Level
- VP
- 7+ years total experience
- 5+ years of experience
Education Level
- Post-MBA
Salary/Compensations
- $159,959.00 - $266,564.00
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
About the Company
- 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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.
- 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 the LPL team and help us make a difference by turning life’s aspirations into financial realities.
Equal Opportunity
- Principals only. EOE.