What if you could be a part of the team that transforms client experiences with cutting edge AI solutions by providing advisors and their staff with access to the most innovative self-help resources in the wealth management industry? What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If the idea of leading the strategic execution of LPL's Digital Enablement Program excites you, then this role at LPL Financial is the place for you!
Job Overview: We are seeking an experienced AVP of Program Management to lead the strategic execution of LPL's Service (ie contact center) Digital Enablement Program. The role is critical to achieving our ambitious goals of flipping the service model from predominantly human-assisted to digital-led support while driving cost-to-serve value capture. The successful candidate will orchestrate complex, cross-functional initiatives including LPL Advisor Co-Pilot (LPL's first advisor-facing conversational AI chatbot), transformation of LPL's knowledge management platforms, in-product contextual help solutions, and holistic digital transformation efforts that will fundamentally reshape how financial advisors interact with LPL's service organization.
Responsibilities: - Drive execution of the Digital Enablement Program's initiatives and core workstreams
- Develop and maintain program roadmaps that balance immediate needs with transformational thinking across a 3-year horizon
- Present strategic program updates to Service & Supervision executives, focusing on outcomes, learnings, and strategic pivots
- Transform complex technical implementations into clear business narratives that resonate with senior leadership
- Drive achievement of critical OKRs and KPIs, developing the capabilities to track, set targets, and monitor
- Lead business readiness initiatives impacting 1,000+ service representatives and 35,000+ financial advisors
- Develop adoption strategies that address proficiency gaps and diverse target audience segments
- Partner with Learning & Development to create scalable training programs and AI-driven adaptive learning pathways
What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates
pursue greatness ,
act with integrity , and are
driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we
win together and
create and share joy in our work.
Requirements: - Bachelor's degree required;
- 5+ years of program management experience leading enterprise-scale digital transformation initiatives
- Experience in financial services, preferably wealth management and broker-dealer operation Required
Core Competencies:
- Solid understanding of conversational AI, knowledge management systems, and digital adoption strategies
- Experience with Agile, SAFe methodologies and PI planning processes
- Familiarity with service center operations, call center technologies, and CRM platforms
- Working knowledge of GenAI applications in customer service (LLMs, intent recognition, automated workflows)
Preferences: - MBA or relevant advanced degree preferred
- PMP, Agile, or similar project management certification
- Background in implementing AI/ML solutions at enterprise scale
- Experience with practice management optimization in wealth management
#LI-PA Pay Range: $114,488-$190,813/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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
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.
For further information about LPL, please visit
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.com email 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 .
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