Associate Director, Category Advisor
The Clorox Company
Vice President, Client Empowerment and Practice Optimization Insights
LPL Financial
full-time
Posted on:
Origin: • 🇺🇸 United States • Arizona, California, New York, North Carolina, South Carolina
Visit company websiteSalary
💰 $141,188 - $235,313 per year
Job Level
Lead
About the role
- Develop a comprehensive insights inventory and align a multi-channel execution strategy to deliver value and continuous improvement
- Empower advisors to more effectively engage in LPL tools and resources through quantitative and qualitative analysis
- Analyze quantitative and qualitative insights to identify areas for improvement across advisor and office professional experiences
- Design and execute advisor proficiency assessment, scorecard and framework to deliver intended engagement outcomes
- Conduct root cause analysis on call drivers and define optimal engagement strategy
- Partner with stakeholders across data science, business, strategy and services to align KPIs and prioritize initiatives
- Identify innovative solutions to scale insights for maximum effectiveness
- Foster a collaborative and inclusive environment that prioritizes continuous learning and growth
- Lead a team to implement new programs that drive engagement and deliver business outcomes
- Partner with leadership to drive change and build buy-in for the client empowerment journey
Requirements
- Bachelor’s degree required; field of study flexible (business, management, analytics preferred)
- Minimum of 10 years of experience leading and managing teams to execute strategic initiatives
- At least 5 years of demonstrated success in developing and implementing scalable client engagement programs
- Minimum of 5 years of experience applying comprehensive analytics to drive client engagement and product/service adoption
- Strong analytics capabilities and understanding of wealth management and client engagement
- Excellent communication, presentation, and interpersonal skills
- Ability to think strategically, analyze data, and make data-driven decisions
- Passion for technology and its potential to empower individuals and organizations
- Experience collaborating with cross-functional teams across departments
