VP, Continuous Improvement - Forms Digitization

LPL Financial•Charlotte, VA

About The Position

LPL Financial is seeking an experienced VP, Continuous Improvement – Forms Digitization to join our Frontline Transformation team. This role will lead efforts to develop and implement a program to digitize forms as a means to improve client experience and drive organizational efficiency.

Requirements

Prior experience at the nexus of user experience and product management at a financial services firm
Minimum of 5+ years of experience in program management and execution
Experience defining and analyzing performance metrics leveraging process design best practices
Strong written and verbal presentation skills; ability to present to senior management
Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
Ability to create and stop and see the big picture while also rolling up the sleeves to "get into the details" as needed
Ability to work with minimal guidance and supervision
Experience in a fast moving, entrepreneurial environment

Nice To Haves

Experience interacting with Finance teams, and measuring and evaluating the financial impact of optimization projects

Responsibilities

Conduct data-driven analysis to create a forms digitization roadmap to maximize the impact of forms digitization to the client experience and operational efficiency.
Coordinate with partners across business teams, Product teams, and Technology teams to obtain funding on execute on a forms digitization roadmap.
Coordinate with Product and Technology partners to create execution plans to implement the forms digitization roadmap.
Create program-level tracking and reporting to drive execution and accountability for forms digitization.
Coordinate with business teams and Finance partners to track and report on outcomes related to forms digitization.