VP, End Client Strategy and Experience

LPL Financial•San Diego, CA

1d•$159,959 - $266,564

About The Position

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. You will partner with leadership to identify, prioritize, and execute strategic projects that enhance end client experiences and drive business outcomes. To do so, you’ll take a data-driven approach to evaluate opportunities, prioritize initiatives, and develop actionable recommendations that drive growth, retention, and client satisfaction.

Requirements

2+ years post-MBA experience or 7+ years total experience
5+ years of experience in customer/client experience, corporate strategy, or consulting roles
Proven 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

Nice To Haves

Financial services or wealth management experience preferred
Proficient use of MS Suite (PowerPoint, Excel, Word)

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