LPL Financial
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AVP, Service Design Transformation
role at
LPL Financial
Job Overview: LPL Financial needs a very strategic and creative Associate Vice President (AVP) to lead marketing and service design changes within their Investment Product Management team. This role requires experience in UI/UX design, innovative marketing, automation, and service design, along with strong business knowledge and experience leading large projects. The successful candidate will connect business strategy with execution, delivering measurable improvements in client experience, operational efficiency, and product innovation. The role is collaborative, thrives in fast-paced environments, and requires excellent communication and stakeholder management.
Responsibilities
Voice of Customer (VOC) & Market Research: Implement a VoC strategy using diverse research methods to gather insights on client needs and market trends, informing product, service, and marketing strategies.
Marketing Strategy & Campaign Management: Lead innovative marketing campaigns from planning to execution and analysis, including conference and event management.
Service Design & Process Improvement: Design client-centric service solutions using design thinking, identify process improvements and automation opportunities, and oversee digital asset development.
Strategic Transformation & Innovation: Drive strategic initiatives aligning marketing and service design with organizational goals and identify product innovation opportunities.
Leadership & Stakeholder Management: Collaborate cross-functionally and communicate with leadership.
What are we looking for? We are seeking a driven, strategic individual who excels in fast-paced, dynamic environments and is passionate about creating exceptional client experiences. Experience in consulting, wealth management, or product/program management in financial services is strongly preferred.
Requirements
Bachelor's degree required; master's degree preferred.
3+ years of top-tier external consulting firm experience in marketing, service design, or UX within the financial services industry, with increasing levels of responsibility.
Proven track record of leading successful marketing campaigns and service design initiatives.
Core Competencies
Strategic Thinking: Align user-centered design with business goals to drive measurable outcomes; service design expertise including journey mapping, blueprint creation, and user research.
Marketing Acumen: Develop and execute effective marketing strategies and campaigns.
Data-Driven Decision Making: Use data to inform decisions and optimize performance.
Leadership & Collaboration: Build relationships with stakeholders at all levels.
Innovation & Creativity: Drive creative solutions.
Communication & Presentation: Simplify complex concepts and communicate effectively.
Financial Services Expertise: Understanding of the financial services industry and regulatory landscape.
Preferences
Expertise in UI/UX design, service design, marketing automation, and data analytics.
Strong understanding of the financial services industry and investment products.
Experience leading VoC initiatives and incorporating user insights into designs.
Proficiency with Adobe Creative Suite, Figma, Salesforce, Showpad, Lucidchart, Pardot, and related platforms.
Excellent communication, presentation, and stakeholder management skills.
Strong leadership and team management abilities.
Ability to work independently, manage multiple priorities, and meet deadlines in a dynamic environment.
Pay Range $90,188-$150,313/year. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peers’ base salaries, demonstrated performance, and geographic location. LPL Total Rewards package is competitive and includes benefits such as 401K matching, health benefits, employee stock options, paid time off, and more. Your recruiter can discuss all that LPL has to offer.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) serves more than 23,000 financial advisors and approximately 580 RIA firms nationwide. LPL is committed to the advisor-mediated model and believes Americans deserve access to personalized guidance from a financial professional. Independence means advisors and institution leaders have the freedom to choose their business model, services, and technology resources. LPL aims to support advisors so they can take care of their clients.
Join LPL Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: A supportive leadership team that fosters creativity and growth.
Limitless Career Potential: A career with broad opportunities for advancement.
Unified Mission: One team with a shared mission to support advisors and clients.
Impactful Work: The organization is sized to enable real impact.
Commitment to Equality: A commitment to workplace equality and diverse perspectives.
Community Focus: Encourages community involvement.
Benefits and Total Rewards: A comprehensive rewards package with traditional and unique benefits.
Information on Interviews LPL will communicate with applicants from an @lplfinancial.com email address and will not conduct interviews online or in chat rooms. LPL will not request payment or bank/credit card information during the interview process. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Seniority level
Executive
Employment type
Full-time
Job function
Business Development and Sales
#J-18808-Ljbffr
AVP, Service Design Transformation
role at
LPL Financial
Job Overview: LPL Financial needs a very strategic and creative Associate Vice President (AVP) to lead marketing and service design changes within their Investment Product Management team. This role requires experience in UI/UX design, innovative marketing, automation, and service design, along with strong business knowledge and experience leading large projects. The successful candidate will connect business strategy with execution, delivering measurable improvements in client experience, operational efficiency, and product innovation. The role is collaborative, thrives in fast-paced environments, and requires excellent communication and stakeholder management.
Responsibilities
Voice of Customer (VOC) & Market Research: Implement a VoC strategy using diverse research methods to gather insights on client needs and market trends, informing product, service, and marketing strategies.
Marketing Strategy & Campaign Management: Lead innovative marketing campaigns from planning to execution and analysis, including conference and event management.
Service Design & Process Improvement: Design client-centric service solutions using design thinking, identify process improvements and automation opportunities, and oversee digital asset development.
Strategic Transformation & Innovation: Drive strategic initiatives aligning marketing and service design with organizational goals and identify product innovation opportunities.
Leadership & Stakeholder Management: Collaborate cross-functionally and communicate with leadership.
What are we looking for? We are seeking a driven, strategic individual who excels in fast-paced, dynamic environments and is passionate about creating exceptional client experiences. Experience in consulting, wealth management, or product/program management in financial services is strongly preferred.
Requirements
Bachelor's degree required; master's degree preferred.
3+ years of top-tier external consulting firm experience in marketing, service design, or UX within the financial services industry, with increasing levels of responsibility.
Proven track record of leading successful marketing campaigns and service design initiatives.
Core Competencies
Strategic Thinking: Align user-centered design with business goals to drive measurable outcomes; service design expertise including journey mapping, blueprint creation, and user research.
Marketing Acumen: Develop and execute effective marketing strategies and campaigns.
Data-Driven Decision Making: Use data to inform decisions and optimize performance.
Leadership & Collaboration: Build relationships with stakeholders at all levels.
Innovation & Creativity: Drive creative solutions.
Communication & Presentation: Simplify complex concepts and communicate effectively.
Financial Services Expertise: Understanding of the financial services industry and regulatory landscape.
Preferences
Expertise in UI/UX design, service design, marketing automation, and data analytics.
Strong understanding of the financial services industry and investment products.
Experience leading VoC initiatives and incorporating user insights into designs.
Proficiency with Adobe Creative Suite, Figma, Salesforce, Showpad, Lucidchart, Pardot, and related platforms.
Excellent communication, presentation, and stakeholder management skills.
Strong leadership and team management abilities.
Ability to work independently, manage multiple priorities, and meet deadlines in a dynamic environment.
Pay Range $90,188-$150,313/year. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peers’ base salaries, demonstrated performance, and geographic location. LPL Total Rewards package is competitive and includes benefits such as 401K matching, health benefits, employee stock options, paid time off, and more. Your recruiter can discuss all that LPL has to offer.
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) serves more than 23,000 financial advisors and approximately 580 RIA firms nationwide. LPL is committed to the advisor-mediated model and believes Americans deserve access to personalized guidance from a financial professional. Independence means advisors and institution leaders have the freedom to choose their business model, services, and technology resources. LPL aims to support advisors so they can take care of their clients.
Join LPL Join LPL Financial: Where Your Potential Meets Opportunity. We believe everyone deserves objective financial guidance and offer an integrated platform of technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: A supportive leadership team that fosters creativity and growth.
Limitless Career Potential: A career with broad opportunities for advancement.
Unified Mission: One team with a shared mission to support advisors and clients.
Impactful Work: The organization is sized to enable real impact.
Commitment to Equality: A commitment to workplace equality and diverse perspectives.
Community Focus: Encourages community involvement.
Benefits and Total Rewards: A comprehensive rewards package with traditional and unique benefits.
Information on Interviews LPL will communicate with applicants from an @lplfinancial.com email address and will not conduct interviews online or in chat rooms. LPL will not request payment or bank/credit card information during the interview process. For questions about the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Seniority level
Executive
Employment type
Full-time
Job function
Business Development and Sales
#J-18808-Ljbffr