VP Services Knowledge Management

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

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