LPL Financial

Compensation

Full Description

Are you passionate about knowledge management and leading a team of digital help content creators? What if you could transform client experiences by providing advisors and their staff with access to the most effective self-help content? If so, LPL Financial is the place for you! Excited to learn more? If so, then this could be the role for you! Job Overview: The Vice President of Digital Enablement will drive the strategy, implementation, and continuous improvement of client-facing conversational AI ("Co-pilot") technologies on behalf of LPL's Service organization. This role is critical in transforming how LPL engages clients in support of an omnichannel service delivery model. The VP will partner with Service leadership, Product Management, Technology, and Operations to develop chat bot and agentic capabilities to drive transformational efficiency and client satisfaction outcomes. Responsibilities: • Strategy & Leadership • Collaborate with executive leadership to align chatbot initiatives with broader business goals related to call abatement and reduced cost to serve • Develop KPI frameworks to measure performance, customer satisfaction, containment rates, and ROI • Define strategic opportunities to improve chatbot performance and adoption • Implementation & Governance • Engage with stakeholders to define business requirements capable of delivering business outcomes • Lead and direct internal training and change management resources to maximize client readiness and adoption. • Create a comprehensive user acceptance testing plan to surface any defects prior to production release • Partner with our technology and data infrastructure teams to ensure chatbot data is available and integrated seamlessly with existing platforms (CRM, Snowflake, etc.). • Continuous Improvement • Develop and execute a monitoring program which surfaces actionable insights to facilitate continuous improvement and optimal chat bot and agentic performance • Drive a culture of innovation by partnering with internal stakeholders to develop a backlog of agentic solutions designed to optimize call deflection What are we looking for? 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. Requirements: • 10+ years of experience in digital transformation, client experience, or project management • Bachelor's degree in Computer Science, Engineering, Business, or related field Preferences: • MBA or advanced technical degree preferred. Core Competencies: • Direct experience in chatbot or conversational AI Implementation • Passion for customer experience, automation, and AI-driven solutions. • Demonstrated ability to lead complex transformation initiatives requiring strong change management among multiple stakeholders • Strong analytical skills and experience creating measurement systems designed to drive continuous improvement • Ability to influence leadership through effective communication and story-telling • Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset • High emotional intelligence; a collaborative and inclusive approach • Expert consensus-builder who drives change across initiatives within and outside direct accountability; facilitates critical thinking to create solutions for the most complex business challenges #LI-PA Pay Range: $132,300-$220,500/year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. 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. Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? • Innovative Environment:We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! • Limitless Career Potential:Your career at LPL has no limits, only amazing potential. Learn more about our careers here! • Unified Mission:We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! • Impactful Work:Our size is just right for you to make a real impact. Learn more here! • Commitment to Equality:We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! • Community Focus:We care for our communities and encourage our employees to do the same. Learn more here! • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947. EAC1.22.25