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LPL Financial
VP, End Client Strategy and ExperienceLPL Financial • New York, NY, United States
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VP, End Client Strategy and Experience

VP, End Client Strategy and Experience

LPL Financial • New York, NY, United States
30+ days ago
Salary
$159,959.00 yearly
Job type
  • Full-time
Job description

Job Overview 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 to 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. A data‑driven approach will be used to evaluate opportunities, prioritize initiatives, and develop actionable recommendations that drive growth, retention, and client satisfaction. 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 (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 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 Core Competencies 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 Preferences Financial services or wealth management experience preferred Proficient use of MS Suite (PowerPoint, Excel, Word) Pay Range $159,959.00 - $266,564.00 Benefits Actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. LPL Total Rewards package supports success at work, home, and play, including 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. EEO Statement Principals only. EOE. EAC 5.19.26 #J-18808-Ljbffr

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VP, End Client Strategy and Experience • New York, NY, United States

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