Onsite VP, Continuous Improvement – Forms Digitization

Posted 2 hours ago

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About the role

  • Lead efforts to develop and implement a program to digitize forms at LPL Financial. Focus on improving client experience and driving organizational efficiency.

Responsibilities

  • 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.

Requirements

  • 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

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off

Job title

VP, Continuous Improvement – Forms Digitization

Job type

Experience level

Lead

Salary

$123,368 - $205,614 per year

Degree requirement

Bachelor's Degree

Location requirements

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