• Job Description

  Req#: R-033660

  Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

  LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

  Job Overview:

  LPL Financial is seeking a Vice President, Change Management within LPL’s Service & Supervision organization. In this role, you will be focused on building the strategy and managing business readiness and adoption of new business processes and technology-based solutions. As a member of this team, you will be a part of the Process, Product and Program (3Ps) organization that leads transformation across Service and Supervision.

  Responsibilities:

  • Drive the overall change management strategy for the Service Center including aligning with Service Leadership the right balance of changes being inserted into the business across the entire Service Transformation Portfolio

  • Create and deliver strategies, and drive implementation plans to help employees maximize the adoption of transformation programs, enabling sustained behavior change from initiating the case for change through adoption and reinforcement including supporting business partners to take ownership of new changes

  • Work with leaders to develop and execute change management approaches that enable business agility, iterative delivery and continuous learning

  • Create and execute project strategies and deliverables including communications plan, change network management, sponsor roadmap, stakeholder management, training plan, readiness checklists and adoption plan

  • Develop and manage change management measures, outcomes and key results (OKRs) for programs, and execute against operational plans to capture benefits realization

  • Lead and facilitate meetings with the change network, program teams and stakeholders to ensure an understanding of the change impacts and mitigate risk

  • Provide support and coaching to team members, change agents, business partners and stakeholders as they help their teams through transitions

  • Facilitate change management activities and process improvements with cross-functional team members to ensure adoption of enterprise business transformation

  • Develop and deliver effective communications to stakeholder groups that align with the change management strategy and project-specific needs

  • Assess change impacts and organizational readiness while ensuring roles, responsibilities, and decision making are clarified

  • Instill change management capability that will help increase colleague capacity to handle ongoing changes

  What are we looking for?

  We want an expert in change management theory and experience who can deliver a world-class change experience across the Service organization and Advisor base. We are looking for someone who can thrive in a fast-paced environment, is client-focused, team oriented, and able to execute in a way that encourages creativity and continuous improvement.

  Requirements:

  • 10+ years of professional organizational change management utilizing change management methodologies with successively more responsibility in leadership roles

  • Bachelor's Degree or global equivalent in business administration, organizational behavior or a related discipline

  • Excellent people-management skills related to impact of change with ability to understand how people react to major change and able to handle appropriately

  • Exudes strategic agility by envisioning the big picture, anticipates future consequences and trends, and incorporates thought leadership into solution development

  • Proven ability to manage concurrent complex projects and leading enterprise-wide project implementations

  • Strong problem solving skills and decision making with the ability to communicate and build effective working relationships across a diverse groups of stakeholders

  • Displays operational excellence by working effectively and reliably while demonstrating value with measurable results

  Preferences:

  • Certified Change Management Professional (CCMP) or Prosci Certified Change Practitioner)

  
  

  Pay Range:

  $119,120-$178,680/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!

  
  

  Why LPL?

  At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

  We are one team on one mission. We take care of our advisors, so they can take care of their clients.

  Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

  Want to hear from our employees on what it’s like to work at LPL? Watch this!

  We take social responsibility seriously. Learn more here

  Want to see info on our benefits? 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 @lp lfinancial.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 (800) 877-7210.

• About the company

  LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.

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