VP, Business Transformation

Business Transformation VP

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.

The Business Transformation VP will partner with the SVP of Business Transformation to define and execute the holistic LPL advisor and client experience. Working at the intersection of strategy and execution, you'll synthesize outputs from product, technology, and service team roadmaps and industry best-practices into cohesive end-to-end journey maps that guide development toward inspiring and differentiated advisor experiences.

You'll be instrumental in transforming how LPL builds digital experiencesmoving from siloed feature development to integrated journey architecture that creates sustainable competitive advantage. This is a high-visibility opportunity to shape platform strategy while gaining deep exposure to product development, technology architecture, and business operations at a market-leading financial services firm.

This role offers significant growth potential for someone ready to take ownership of complex, strategic initiatives and drive meaningful business transformation.

Roles & Responsibilities :

• Map team deliverables across product, engineering, and operations onto complete advisor and client journeys, identifying integration opportunities and friction points
• Analyze gaps between current team outputs and our Point of Arrival vision, recommending targeted enhancements that elevate good individual features into seamless journey experiences
• Conduct primary research with advisors and industry benchmarks to validate journey designs and ensure we're building toward experiences that remove friction, enhance advisor efficiency, and create genuine competitive differentiation
• Build compelling journey artifactsclient user experience, process flows, experience maps, and requirement documentsthat make abstract coordination concepts tangible for cross-functional teams
• Partner directly with product managers, engineers, and service leaders to translate journey insights into actionable development priorities
• Lead bi-weekly stakeholder sessions to demonstrate journey progress, surface integration challenges, and align teams around shared experience transformation goals

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 :

Core Competencies :

Preferences :

Pay Range : $145,388-$242,313 / 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!

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.