VP, Continuous Improvement

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The VP, Continuous Improvement will work with both senior management and frontline personnel alike to understand and document current state and identify and implement improvements to workflows from a people, process and technology perspective.  They will be critical to the success of performance improvement within functions as teams adopt Lean Management System practices.  The VP, Continuous Improvement, will be seen as a thought leader and a hands-on coach for the business as they adopt Lean Tools in the daily management of their business. As the Coach will play a crucial role in optimizing organizational processes and systems by implementing lean strategies to increase productivity and efficiency while reducing waste and cost.

Responsibilities:

LPL Financial is seeking an experienced VP, Continuous Improvement to join our Transformation and Delivery Team.  This role will lead business process improvement efforts across Transformation and Delivery leveraging initiatives to optimize and automate cross-functional workflows while improving the overall effectiveness of our processes. The ideal candidate will lead teams and apply process re-engineering principles to design optimized business processes and improve overall performance. The VP will evaluate and assess gaps and opportunities in current processes, apply best practices for process design and business performance improvement and, develop scalable outcomes.

• Data Analysis: Identifies data source, gathers and analyzes data relevant to processes identified for process improvement initiatives. May recommend data requirements. Develop and evaluate metrics to measure process improvement outcomes and their alignment with strategic program objective.

• Research: May research and summarize best practice standards relevant to process management. Make recommendations on appropriate solutions based on research and adherence to standard work.

• Process Architecture: Designs processes using defined methods. Ensures process mapping is complete; provides feedback and guidance to less senior analysts/consultants. Interviews stakeholders and process owners to define processes.

• Process Recommendations: Prepares process recommendation documents, including presentations to senior management, process maps, supporting metrics, business requirements and related impact analyses for less complex processes or for portions of larger or inter-related processes. Lead and facilitate business process improvement sessions to develop processes as well as collaborate on process assessment, streamlining, redesign and opportunities for improvement or automation / RPA. Expected to apply Lean Six Sigma concepts and techniques to process improvement initiatives, including completing Lean Six Sigma analyses and tasks.

• Performance Management & Control: Develops performance metrics to ensure process success. Reviews data post- implementation to measure outcomes and impacts. May develop recommendations to minimize impacts.

• Change Management: Participate in change management activities associated with process improvement. Engages leadership and stakeholders to obtain support and buy in for changes. Partners with management, project champions, and process owners to align process improvement initiatives with business objectives. Engage with business stakeholders to identify challenges and objectives. In partnership with business stakeholders, build, analyze and transform operating processes across Finance, Operations, Risk, Service and Supervision. Drive growth mindset and continuous improvement through coaching/training of the business process managers/analysts within the Transformation and Delivery organization.

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, act with integrity, and are 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.

Requirements:

• Bachelor’s degree in Business, Engineering, or Industrial Engineering

• Minimum of 8+ years of experience in process improvement and process re-engineering domains in wealth mana