VP, End Client Strategy and Experience

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.

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
• Develop 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

Requirements

• 2+ years post-MBA experience or 7+ years total experience
• 5+ years of experience in customer/client experience, corporate strategy, or consulting roles
• 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
• Strong analytical skills with ability to connect experience improvements to business outcomes
• Strong 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)