SVP, Workforce Transformation and AI Enablement

About This Role

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting\-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

The SVP, Workforce Transformation and AI Enablement is a senior People leader accountable for ensuring the firm’s workforce is ready, equipped, and supported

to successfully adopt and sustain enterprise transformation driven by work reimagination, AI, automation, and global workforce evolution. This role sits at the intersection of People, the Transformation Office, and our Product and Technology teams, driving large\-scale change across LPL’s workforce and talent processes to accelerate change adoption and value delivery.

Responsibilities

AI\-Capability Building

• Oversee a network of AI\-Champions to regularly share practices (successes and challenges) on AI utilization / impacts and to build awareness on the AI resources available for their business units.
• Drive enterprise approaches to AI fluency and enablement, ensuring employees and people leaders are prepared to work alongside, supervise, and trust AI\-enabled tools.
• Co\-create AI learning journeys with the Learning \& Development function, to build capabilities and accelerate responsible AI adoption.
• Deploy AI learning journeys (adapting to specific workforce personas for the resources available to them where appropriate) and embed AI enablement in the flow of work (progressing from learning about AI to AI is built into our processes / operations).
• Ensure learning and enablement are embedded in the flow of work and focused on behavior change and confidence—not just content delivery.

Organizational Change Management

• Own the development of a change management service delivery model (how transformations will be prioritized / supported); e.g., do\-it\-yourself playbooks for lower complex / lower risk changes to coaching models for moderate needs, to direct change project management on the largest most complex transformations.
• Create and maintain an online change management playbook with tools / templates, as a how\-to approach for leaders and teams undergoing transformation to move from apprehension and uncertainty to trust, excitement on the opportunities, and clarity on what this means for their role / day\-to\-day work.
• Provide change management coaching to Transformation Project Managers, Business Unit Leaders, People Business Partners, and others to help enable their transformation initiatives; leveraging questions and feedback to continuously improve the change management playbook.
• Drive the change management workstreams of the critical few top priority transformation initiatives, overseeing the change plan and project team resources to enable actions from leadership / stakeholder alignment through to workforce feedback and adoption.

Organizational Effectiveness

• Partner closely with the Transformation Office to understand the larger changes taking place across the enterprise from work reimaging to AI to global capability center shifts, and to translate work changes into clear people implications e.g., impacts on leadership capabilities, workforce needs, behavior change required and executable solutions on partnership with People Centers of Excellence.
• Advise People Business Partners and Business Unit leaders on organizational effectiveness (as aligned to the guidelines / guardrails), consulting on how to develop or reshape talent programs to build a future\-ready workforce.
• Co\-create with the People Team (particularly the Talent Management Office) on changes needed to enterprise or business unit specific talent programs to best lead to the success of workforce transformation initiatives; helping to ensure these teams are aligned on the priorities and programs for a shared transformation agenda.

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.
• Experience in Human Resources, particularly in scoping and managing large scale complex transformation programs.
• Expertise in Change Management and Organizational Effectiveness (translating business strategies to talent initiatives).
• Experience in managing AI / Automation related learning and adoption strategies.

Core Competencies

• Organizational consultation and influencing skills.
• Organized, self\-motivated, and capable of working in a rapidly changing environment with the ability to effectively interact with all levels of management.
• Professional demeanor and the ability to maintain confidentiality at all times when dealing with personnel matters.
• Curious and passionate about innovation and the future of work, with a generalist mindset and comfort working across topics.

Preferences

• Experience in Organizational Design, Workforce Planning, and Role Design / Restructuring preferred.
• Advanced level degree preferred (e.g., Finance, Human Resources, Industrial\-Organizational Psychology).
• PHR, SPHR preferred.
• Experience working in the Financial Services industry a plus.

Pay Range

$209,193\-$348,655/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor\-mediated marketplace(6\) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2\.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker\-dealer, we offer an integrated platform of cutting\-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
• Impactful Work: Our size is just right for you to make a real impact. !
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !
• Community Focus: We care for our communities and encourage our employees to do the same. !
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855\) 575\-6947\.

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