SVP, Workforce Transformation and AI Enablement

LPL Financial • San Diego, CA

1d

About The Position

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. The 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.

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.
• 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.

Nice To Haves

• 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.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive