Job Description
Full job description
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:
We are seeking a strategic Vice President of Knowledge Management to transform content management by leveraging artificial intelligence solutions to curate and create industry-leading service content. This executive will be responsible for leading a team of knowledge creators, editors and content strategists who develop and maintain internal and client-facing knowledge resources. The VP will be responsible for executing various technology initiatives and process improvement projects to achieve targeted call deflection and client satisfaction outcomes.
Responsibilities:
Develop and execute the Service organization’s knowledge management strategy aligned to achieve both short and long-term call deflection and client experience goals.
Partner with Service, Product and other stakeholders to align knowledge assets with organizational needs.
Lead and mentor a multi-disciplinary team of content creators, including writers, instructional designers and content architects.
Transform content curation and creation using the latest available artificial intelligence solutions.
Provide leadership and oversight to ensure successful execution and delivery of critical technology and process improvement initiatives.
Partner with internal and external AI chatbot product partners to identify strategic opportunities to improve the effectiveness of digital help
Oversee the curation, creation and governance of high quality knowledge assets such as knowledge base articles and FAQs.
Collaborate with other client-facing knowledge base partners to ensure the content management system continues to meet the team’s evolving needs.
Develop and execute a monitoring program which surfaces actionable insights to facilitate continuous improvement and optimal call deflection performance
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:
3+ years managing knowledge management and/or content strategy teams; Direct experience leading knowledge management which is consumed by chatbots or conversational AI technologies
3+ years in wealth management industry
5+ years in financial services
Core Competencies:
Proven ability to build and lead high performing teams
Exceptional writing and communication skills
Deep familiarity with content management systems and capabilities offered by AI technology
Passion for customer experience
Ability to influence leadership through effective communication and story-telling; Skilled in stakeholder management
Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset
High emotional intelligence; a collaborative and inclusive approach
Highly effective in creating and communicating strategies through intuitive execution frameworks
Proficiency in problem-solving and implementing both near-term and long-term solutions.
Pay Range:
$125,377-$208,961/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.
EAC12.9.25
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:
We are seeking a strategic Vice President of Knowledge Management to transform content management by leveraging artificial intelligence solutions to curate and create industry-leading service content. This executive will be responsible for leading a team of knowledge creators, editors and content strategists who develop and maintain internal and client-facing knowledge resources. The VP will be responsible for executing various technology initiatives and process improvement projects to achieve targeted call deflection and client satisfaction outcomes.
Responsibilities:
Develop and execute the Service organization’s knowledge management strategy aligned to achieve both short and long-term call deflection and client experience goals.
Partner with Service, Product and other stakeholders to align knowledge assets with organizational needs.
Lead and mentor a multi-disciplinary team of content creators, including writers, instructional designers and content architects.
Transform content curation and creation using the latest available artificial intelligence solutions.
Provide leadership and oversight to ensure successful execution and delivery of critical technology and process improvement initiatives.
Partner with internal and external AI chatbot product partners to identify strategic opportunities to improve the effectiveness of digital help
Oversee the curation, creation and governance of high quality knowledge assets such as knowledge base articles and FAQs.
Collaborate with other client-facing knowledge base partners to ensure the content management system continues to meet the team’s evolving needs.
Develop and execute a monitoring program which surfaces actionable insights to facilitate continuous improvement and optimal call deflection performance
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:
3+ years managing knowledge management and/or content strategy teams; Direct experience leading knowledge management which is consumed by chatbots or conversational AI technologies
3+ years in wealth management industry
5+ years in financial services
Core Competencies:
Proven ability to build and lead high performing teams
Exceptional writing and communication skills
Deep familiarity with content management systems and capabilities offered by AI technology
Passion for customer experience
Ability to influence leadership through effective communication and story-telling; Skilled in stakeholder management
Possesses contagious optimism, embraces change, is passionate about continuous learning, excels in fast-paced environments, and has an entrepreneurial mindset
High emotional intelligence; a collaborative and inclusive approach
Highly effective in creating and communicating strategies through intuitive execution frameworks
Proficiency in problem-solving and implementing both near-term and long-term solutions.
Pay Range:
$125,377-$208,961/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.
EAC12.9.25
💡 Quick Summary
Seeking a career-building opportunity? The VP Services Knowledge Management position is now open for candidates interested in the MIS Executive sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
