VP, Continuous Improvement - Forms Digitization

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.

LPL Financial is seeking an experienced VP, Continuous Improvement – Forms Digitization to join our Frontline Transformation team. This role will lead efforts to develop and implement a program to digitize forms as a means to improve client experience and drive organizational efficiency.

• Conduct data-driven analysis to create a forms digitization roadmap to maximize the impact of forms digitization to the client experience and operational efficiency.
• Coordinate with partners across business teams, Product teams, and Technology teams to obtain funding on execute on a forms digitization roadmap.
• Coordinate with Product and Technology partners to create execution plans to implement the forms digitization roadmap.
• Create program-level tracking and reporting to drive execution and accountability for forms digitization.
• Coordinate with business teams and Finance partners to track and report on outcomes related to forms digitization.

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.

• Prior experience at the nexus of user experience and product management at a financial services firm
• Minimum of 5+ years of experience in program management and execution
• Experience defining and analyzing performance metrics leveraging process design best practices

• Strong written and verbal presentation skills; ability to present to senior management
• Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
• Ability to create and stop and see the big picture while also rolling up the sleeves to get into the details as needed
• Ability to work with minimal guidance and supervision
• Experience in a fast moving, entrepreneurial environment

• Experience interacting with Finance teams, and measuring and evaluating the financial impact of optimization projects

$123,368-$205,614/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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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…