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
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