LPL Financial
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 Do you love mapping how customers actually experience a business end‑to‑end, then redesigning that experience to be simpler, clearer, and more effective? Are you energized by human‑centered design, journey mapping, and turning insights into practical change? Are you curious about how financial advisors grow their practices and how better digital experiences can accelerate that growth?
If so, the AVP, Growth Experience Strategist role on our Growth Strategy organization could be for you. This role sits in our Strategic Growth Solutions team, which focuses on designing and evolving the digital solutions and experiences that power advisor growth at scale.
We are looking for a growth‑minded experience leader who can define what the ideal advisor journey should look like across a suite of digital tools and resources, and translate that into clear journeys, processes, and documentation. The ideal candidate is a collaborative, structured thinker who is passionate about designing experiences that drive real business outcomes. The AVP, Growth Experience Strategist helps ensure LPL’s digital growth solutions feel coherent, intuitive, and valuable to the advisors who use them.
Responsibilities
Lead human‑centered discovery to understand how advisors and internal partner teams currently experience LPL’s growth solutions, and where there are pain points or opportunities
Map current‑state and design future state journeys across key digital growth solutions to create a cohesive growth experience
Develop and maintain experience blueprints (journey maps, service maps, process flows) that guide product, tech, and program teams
Define how each solution should show up in the overall advisor growth experience and how solutions should connect and hand off between one another
Translate complex strategies and concepts into clear artifacts (flows, narratives, playbooks) that are easy for stakeholders to understand and implement
Partner closely with digital product strategy, program management, and field‑facing teams to ensure experience designs are feasible, prioritized, and adopted in practice
Shape and support experiments and pilots by designing testable experience concepts and helping interpret results to refine journeys over time
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
Bachelor’s degree in Business, Economics, Design, Psychology, Strategy, or related field
6+ years of experience in customer experience, service design, journey mapping, product / UX strategy, or a related role, with significant exposure to digital products
2+ years’ experience leading human‑centered design work, from discovery and synthesis through to future‑state journey and process design
3+ years’ experience creating clear, compelling experience documentation (journey maps, service blueprints, process flows, narratives) for cross‑functional audiences
Core Competencies
Proven ability to collaborate and influence effectively across partner teams including product, tech, and business audiences
Excellent communication and facilitation skills; comfortable leading workshops, discussions, and readouts with senior leaders
Preferences
Management Consulting experience
Experience in financial services, fintech, or other B2B environments where you’ve designed experiences for professionals
Prior work on digital transformation, customer experience, or growth transformation initiatives
Familiarity with experimentation and test‑and‑learn approaches, and how they inform experience design
Advanced degree or formal training in human‑centered design, service design, or a related discipline is a plus, but not required
Pay Range $117,922-$196,537/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, 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.
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.
Principal applicants only. EOE.
#J-18808-Ljbffr
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 Do you love mapping how customers actually experience a business end‑to‑end, then redesigning that experience to be simpler, clearer, and more effective? Are you energized by human‑centered design, journey mapping, and turning insights into practical change? Are you curious about how financial advisors grow their practices and how better digital experiences can accelerate that growth?
If so, the AVP, Growth Experience Strategist role on our Growth Strategy organization could be for you. This role sits in our Strategic Growth Solutions team, which focuses on designing and evolving the digital solutions and experiences that power advisor growth at scale.
We are looking for a growth‑minded experience leader who can define what the ideal advisor journey should look like across a suite of digital tools and resources, and translate that into clear journeys, processes, and documentation. The ideal candidate is a collaborative, structured thinker who is passionate about designing experiences that drive real business outcomes. The AVP, Growth Experience Strategist helps ensure LPL’s digital growth solutions feel coherent, intuitive, and valuable to the advisors who use them.
Responsibilities
Lead human‑centered discovery to understand how advisors and internal partner teams currently experience LPL’s growth solutions, and where there are pain points or opportunities
Map current‑state and design future state journeys across key digital growth solutions to create a cohesive growth experience
Develop and maintain experience blueprints (journey maps, service maps, process flows) that guide product, tech, and program teams
Define how each solution should show up in the overall advisor growth experience and how solutions should connect and hand off between one another
Translate complex strategies and concepts into clear artifacts (flows, narratives, playbooks) that are easy for stakeholders to understand and implement
Partner closely with digital product strategy, program management, and field‑facing teams to ensure experience designs are feasible, prioritized, and adopted in practice
Shape and support experiments and pilots by designing testable experience concepts and helping interpret results to refine journeys over time
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
Bachelor’s degree in Business, Economics, Design, Psychology, Strategy, or related field
6+ years of experience in customer experience, service design, journey mapping, product / UX strategy, or a related role, with significant exposure to digital products
2+ years’ experience leading human‑centered design work, from discovery and synthesis through to future‑state journey and process design
3+ years’ experience creating clear, compelling experience documentation (journey maps, service blueprints, process flows, narratives) for cross‑functional audiences
Core Competencies
Proven ability to collaborate and influence effectively across partner teams including product, tech, and business audiences
Excellent communication and facilitation skills; comfortable leading workshops, discussions, and readouts with senior leaders
Preferences
Management Consulting experience
Experience in financial services, fintech, or other B2B environments where you’ve designed experiences for professionals
Prior work on digital transformation, customer experience, or growth transformation initiatives
Familiarity with experimentation and test‑and‑learn approaches, and how they inform experience design
Advanced degree or formal training in human‑centered design, service design, or a related discipline is a plus, but not required
Pay Range $117,922-$196,537/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, 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.
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.
Principal applicants only. EOE.
#J-18808-Ljbffr