VP, Frontline Transformation Strategy and Executive Reporting

LPL Financial•Charlotte, NC

10d

About The Position

LPL Financial is seeking a Vice President, Frontline Transformation Strategy and Executive Reporting, to champion and drive change across our frontline functions to include Operations, Contact Center, Supervision, and Risk & Compliance. This leader will be responsible for helping set, execute, and drive accountability to deliver on a multi-year transformation strategy, roadmap and executive reporting.

Requirements

Proven experience in transformation, change management, project management, and process improvement within financial services.
Consulting experience at a top firm preferred.
Strong analytical and storytelling skills; expert in PowerPoint and Excel for executive-level presentations.
High emotional intelligence, collaborative mindset, and ability to thrive in fast-paced environments.
Demonstrated success in influencing senior stakeholders and driving complex initiatives.
Up to 5% travel.

Nice To Haves

Exceptional executive story telling ability through the use of MS PowerPoint, Excel and other platforms
Strong analytical thinker who can understand and translate between concepts, frameworks strategy, and execution plans
Demonstrated ability to develop executive reporting, and a set of routines to produce that reporting
Strong experience and comfort presenting to and working side-by-side with senior executives
Ability to facilitate workshops and other engagements with large groups and senior stakeholders to solicit ideas and build plans for Transformation.
A desire to be the best—a high degree of ambition and a strong commitment to doing the work needed to get there.
We want strong collaborators who can deliver a world-class client experience.
We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Responsibilities

Lead Transformation Strategy: Define and maintain the vision, roadmap, and reporting routines for Frontline Transformation; own key initiatives and provide program management support.
Executive Reporting: Develop and execute a cadence for reporting to senior leadership (Board, CEO, President), ensuring accuracy and clarity of data-driven insights for oversight and decision-making.
Stakeholder Engagement: Build strong relationships with senior leaders, act as a trusted advisor, and facilitate workshops to align strategies and enable business objectives.
Drive Outcomes: Collaborate across functions to anticipate needs, solve complex challenges, and ensure transformation initiatives deliver measurable impact.