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AVP, Change Management

Job ID: R-014701 Date posted: 05/11/2021 Primary Location SC-Fort Mill Other Locations CA-Remote

LPL’s Business Solutions ( is seeking a passionate and driven AVP, Change Manager who will be responsible for the ownership of organizational Change Management activities within Business Solutions and will work with all levels of staff in the various business units within LPL Financial, including Technology, Product, Strategy, Compliance and Legal. The Change Manager will focus on the people side of change, including changes to business processes, systems, and technologies. This person will drive implementation plans to help employees maximize the adoption of technologies, training, and procedures, enabling sustained behavior change. The job requires regular interaction with senior inter/cross-departmental leadership, as well as executive leadership. Having the experience, presence, and poise to command the respect and trust of senior management and other highly driven and independent professionals is a must.


  • Lead and implement change efforts from initiating the case for change through adoption and reinforcement, supporting Business Solutions key stakeholders to take ownership of new changes

  • Work with leaders to develop and execute change management approaches that enable business agility, iterative delivery, and continuous learning

  • Create and execute project strategies and deliverables, including a communications plan, change network management, sponsor roadmap, stakeholder management, training plan, readiness checklists, and adoption plan

  • Develop and manage change management measures, outcomes, and key results (OKRs) for programs, and execute against operational plans to capture benefits realization

  • Lead and facilitate meetings with the change network, program teams, and stakeholders to ensure an understanding of the change impacts and mitigate risk

  • Provide support and coaching to team members, change agents, business partners, and stakeholders as they help their teams through transitions

  • Facilitate change management activities and process improvements with cross-functional team members to ensure the adoption of enterprise business transformation

  • Develop and deliver effective communications to stakeholder groups that align with the change management strategy and project-specific needs

  • Assess change impacts and organizational readiness while ensuring roles, responsibilities, and decision making are clarified

  • Instill change management capability that will help increase colleague capacity to handle ongoing changes

Subject Matter Expert:

  • Become a Subject Matter Expert on LPL Business Solutions to be a proxy for delivery and speak to what needs to happen to engineer a smooth integration

Required Skills & Competencies:

  • 5+ years of related professional change management experience plus 2+ years of professional project management experience

  • Experience with organizational change management utilizing change management methodologies (including ADKAR) with successively more responsibility in leadership roles

  • Excellent communication, presentation, written, and interpersonal skills needed to influence customers (internal and external)

  • Excellent people-management skills related to the impact of change with the ability to understand how people react to significant change and able to handle it appropriately

  • Exudes strategic agility by envisioning the big picture, anticipates future consequences and trends, and incorporates thought leadership in solution development

  • Proven ability to manage concurrent complex projects and leading large-scale project implementations

  • Able to work effectively at all levels of the organization from the executive, middle-management to operational execution levels

  • Strong problem-solving skills and decision making with the ability to communicate and build effective working relationships across a diverse group of stakeholders

  • Thrives in a fast-paced environment while maintaining a high tolerance for ambiguity

  • Strong industry acumen, self-starter, and the ability to work with minimal supervision

  • Highly capable in Excel, Word, MS Project, and Smartsheet

  • Advanced knowledge and storytelling ability with PowerPoint for executive-level communication


  • Certified Change Management Professional (CCMP) or Prosci Certified Change Practitioner

  • Certified Scrum Master or SAFe Agile certified (experience required, certification preferred)

  • Lean Six Sigma Green Belt or above (preferred, not required)

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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 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 (800) 877-7210.

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