VP, End Client Strategy and Experience (Boston)

Where Ambition Meets InnovationBuild 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 OverviewAs 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 initiativesDefine and evolve LPL’s enterprise-wide end client experience vision across the full wealth lifecycleEstablish clear standards and expectations for what “competitive” end client experiences should beTake a data-driven approach to identify and prioritize opportunities to improve end client experiencesEvaluate potential opportunities, including building clear business cases and prioritizing highest-value initiativesDevelop strategic perspectives on key topics including end client growth, segmentation, and experience prioritiesLead 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 strategyConduct research with advisors and end clients (surveys, interviews, user testing) to inform strategy and validate ideasAct as a central strategic partner and influencer across product, technology, operations, and advisor organizationsInfluence senior leadership and governance forums to align priorities, investments, and executionDevelop and operationalize enterprise frameworks (e.g., experience frameworks, journey maps, business requirements)Develop executive-ready presentations for senior leadership, including management committee and Board audiencesDrive a cultural shift toward end client-centricity across the firmWhat 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.Requirements2+ years post-MBA experience or 7+ years total experience5+ years of experience in customer/client experience, corporate strategy, or consulting rolesTrack record of influencing senior leaders and operating in complex, cross-functional enterprise environmentsCore Competencies:Ability to translate vision into actionable frameworks and execution plansStrong executive communication and stakeholder management skillsData-driven mindset with experience using insights to inform strategic decisionsUnderstanding of areas of specialization within client experience, including but not limited to experience strategy, journey design, experience measurement, product management, behavioral analyticsExcellent communication skills and ability to articulate compelling, enterprise-level narrativesAbility to define a north star vision and translate into actionable frameworks and prioritiesStrong ability to influence without authority across senior stakeholders and functionsExperience identifying and evaluating strategic opportunities and building business casesAbility to translate insights into actionable plans and roadmapsSuperior presentation and storytelling capabilitiesAbility to balance strategic vision with pragmatic executionStrong analytical skills with ability to connect experience improvements to business outcomesAbility to simplify complex topics and build alignment across diverse stakeholdersDeep understanding of customer experience principles, journey design, and measurementPreferences:Financial services or wealth management experience preferredProficient use of MS Suite (PowerPoint, Excel, Word)Pay Range: $159,959.00 - $266,564.00Actual 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(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 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 .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 View phone number on apply.placed-app.com.EAC 5.19.26SummaryLocation: Boston; Fort Mill/Charlotte; New York; San Diego; Austin TXType: Full time