VP, End Client Strategy and Experience

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

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 into 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. To do so, you’ll take a data-driven approach 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 (e.g., 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

What are we looking for?

We want strong collaborators who are passionate about improving client experience and shaping how LPL delivers value to its clients. We are looking for people who thrive in ambiguity, can apply analytical thinking and strategic problem solving to identify and activate experience and growth opportunities, and are motivated to influence change at an enterprise level. This role is ideal for someone who enjoys operating at the intersection of strategy, experience, and transformation.

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:

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(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. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

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 @lplfinancial.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 (855) 575-6947.

EAC 5.19.26