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VP, Contact Center Optimization

LPL Financial
LPL Financial Salary
Fort Mill, SC Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 5/12/2025

Job Overview :

The VP, Contact Center Optimization will partner with senior Contact Center leaders to identify and prioritize process improvement opportunities.

Responsibilities :

  • Optimization Opportunity Identification – Collaborate with Contact Center leaders, source and analyze data, and conduct other research (e.g., stakeholder interviews) to identify opportunities improve client experience, reduce costs, and manage risks, and estimate the expected outcomes from an optimization engagement.
  • Business Case Development – Prepare business case and present to senior leaders to justify resource investment to pursue optimization projects that contemplates the expected outcomes from undertaking optimization projects, balanced against anticipated costs.
  • Project Execution – Partner with project sponsors, process owners, and other stakeholders to lead efforts to optimize processes. Work may include process measurement, process design and architecture, workshop facilitation, project management, and other tasks, as needed, to develop a recommended process redesign, obtain stakeholder buy-in on the new process, and implement process changes.
  • Project Wrap-Up and Delivery – Lead change management for implementing process changes, measure the impact of process change, and support the organization in realizing the benefits from process changes.

Requirements :

  • Prior experience with process optimization in a Contact Center at a financial services firm
  • Minimum of 8 years of experience in process improvement and process re-engineering domains in wealth management or related industry
  • Extensive experience coaching all levels of management in performance / process improvement
  • Demonstrated expertise in defining and analyzing performance metrics leveraging process design best practices
  • Strong written and verbal presentation skills; ability to present to senior management
  • Preferences :

  • Bachelor’s degree in Business, Engineering, or Industrial Engineering
  • Lean Six Sigma Black Belt is preferred. Master Black Belt is highly desirable.
  • Extensive experience facilitating workshops (e.g., Kaizen events)
  • Experience interacting with Finance teams, and measuring and evaluating the financial impact of optimization projects
  • Creative, adaptive and an experienced practitioner; with a growth mindset and superior collaboration skills
  • Experience in training employees on business process standardization practices
  • 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
  • Pay Range :

    119,775-$199,625 / yearActual 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

    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.

    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.

    Salary : $119,775 - $199,625

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