AVP, Service Operational Readiness
LPL Financial - Tempe, AZ
Hiring: AVP, Service Operational Readiness Company: LPL Financial Location: Tempe, AZ Job Posted Time: 2026-09-16 19:37:14 Target Skills & Keywords : Change Management, Microsoft Excel, Microsoft PowerPoint, Project Management, Wealth Management About the job Experience: •2+ years of experience leading operational teams, driving business initiatives, implementing change, workforce planning, project delivery, or supporting enterprise programs within Financial Services. •3+ years of experience in Financial Services Required Skills: •Lead readiness assessments for advisor and investor impacting initiatives, evaluating operational impacts, risks, dependencies, training requirements, and communication needs. •Partner with business stakeholders to develop and execute readiness strategies that support successful adoption of new products, platforms, processes, and capabilities. •Develop executive-ready communications, dashboards, and presentations that provide visibility into readiness risks, mitigation plans, implementation status, and business impacts. •Develop Service-wide communications to prepare Financial Service Professionals for new business events (i.e. product/technology rollouts) •Manage event readiness dashboard/calendar •Support management with risk assessments and mitigation activities. •Propose and implement solutions to improve demand forecast accuracy •Prepare report outs for executives on event readiness. Qualifications: •Bachelor’s degree in a related field; or other equivalent work experience •What are we looking for? •We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness •Driven to help our clients succeed •. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. •Exceptional skills in fact base development and ability to synthesize and translate data into strategic story-telling •Demonstrate creativity, leadership and communication skills •Demonstrated capacity to work independently and contribute to team deliverables •Good collaboration and interpersonal skills, self-motivated, willingness to take on challenges and adaptability to change •Strong executive communication skills and ability to synthesize complex data and information into compelling cases for change Compensation: •$99,704 - $166,139 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!