Associate Vice President, Operational Readiness

Associate Vice President, Operational Readiness

About the Company

Profitable broker & financial advisory firm

Industry
Financial Services

Type
Public Company

Founded
1989

Employees
5001-10,000

Categories

• Financial Services
• Consulting & Professional Services
• Brokerage
• Finance
• Investment Banking
• San Diego
• Employee Advisor
• Financial Advisor
• Financial Professional
• LPL
• LPL Financial
• Linsco Advisor
• Linsco Private Ledger
• RIA
• Registered Investment Advisor
• Strategic Wealth Services
• Strategic Wealth Services Advisor
• Investing
• Financial Advisers

Specialties

• independent broker/dealer
• institution services
• ria
• independent advisors
• custom clearing services
• and financial services

Business Classifications

• B2B

About the Role

The Company is seeking an Associate Vice President for Operational Readiness. The successful candidate will be a key leader in the organization, responsible for driving the readiness and adoption of advisor and investor impacting initiatives. This role requires a professional with a strong background in project management, change management, or demand planning, and a working knowledge of financial services and customer experience. The AVP will lead readiness assessments, partner with business stakeholders to develop and execute readiness strategies, and ensure that the necessary training and communication plans are in place. Strong collaboration, presentation, and organizational skills are essential, as is the ability to work independently and as part of a larger management team. Applicants for the Associate Vice President, Operational Readiness position at the company should have a Bachelor’s degree in a related field or equivalent work experience, with a minimum of 2 years' experience in leading operational teams within financial services. The role demands a candidate with a proven track record in driving business initiatives, implementing change, and supporting enterprise programs. Core competencies include exceptional skills in data synthesis, strategic storytelling, and the ability to motivate a team. Proficiency in Microsoft Office, particularly PowerPoint, is required. Experience in large-scale transformations, organizational change management, and familiarity with advisor service models or contact center operations is highly valued. The ideal candidate will be a strong collaborator, a creative problem solver, and a leader who is dedicated to helping clients succeed.

Hiring Manager Title
Vice President

Functions

• Operations
• Human Resources