Vice President of Client Empowerment and Practice Optimization Insights

VP of Client Empowerment & Practice Optimization Insights

As the VP of Client Empowerment & Practice Optimization Insights, you will be responsible for developing a comprehensive insights inventory and aligning a multi-channel execution strategy to deliver value and provide continuous improvement. Through quantitative and qualitative analysis, you will empower advisors to more effectively engage in LPL tools and resources to deliver incremental value to the end investors. This role requires a strategic mindset, data-driven decision-making, and exceptional leadership to navigate change and inspire enthusiasm for client empowerment.

Responsibilities

Analyze quantitative and qualitative insights to identify areas for improvement opportunities across the advisor and office professional experiences.

Design and execute advisor proficiency assessment, scorecard, and framework to deliver intended engagement outcomes.

Conduct root cause analysis on call drivers and define optimal engagement strategy.

Partner with stakeholders across data science, business, strategy and services to align KPIs and prioritize initiatives.

Identify innovative solutions to scale insights for maximum effectiveness.

Foster a collaborative and inclusive environment that prioritizes continuous learning and growth.

Lead a team to implement new programs that drive engagement and deliver business outcomes.

Partner with leadership to drive change and build buy-in for the client empowerment journey.

What Are We Looking For?

We want strong collaborators who can deliver world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and can execute in a way that encourages creativity and continuous improvement.

Requirements

Bachelor's degree required; field of study is flexible, though disciplines such as business, management, analytics, or related areas are preferred.

Minimum of 10 years of experience leading and managing teams to execute strategic initiatives.

At least 5 years of demonstrated success in developing and implementing scalable client engagement programs.

Minimum of 5 years of experience applying comprehensive analytics to drive client engagement and product / service adoption.

Core competencies : strong analytics capabilities and understanding of wealth management and client engagement, excellent communication, presentation, and interpersonal skills, ability to think strategically, analyze data, and make data-driven decisions, passion for technology and its potential to empower individuals and organizations, experience collaborating with cross-functional teams across departments.

Pay Range : $141,188-$235,313 / 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!

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 institutions, 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.