AVP, Service Design & Business Transformation
Job Overview
LPL Financial is seeking a strategic, innovative, and highly collaborative Associate Vice President (AVP), Service Design & Innovation to help shape and elevate client, advisor, and employee experiences across Investment Management Solutions (IMS).
Responsibilities
Service Design & Experience Improvement: Lead service design initiatives that identify opportunities to improve advisor, client, and employee experiences through journey mapping, service blueprinting, and human-centered design tools.
AI & Innovation Enablement: Identify, evaluate, and prototype opportunities to leverage AI, automation, and emerging technologies to streamline processes, enhance experiences, and drive business value.
Strategic Transformation & Business Consulting: Partner with business leaders to define problems, evaluate opportunities, and design solutions that support strategic priorities, new product launches, operational efficiency, and business growth.
Design Thinking Workshop Facilitation: Plan and facilitate workshops that help cross-functional teams align on challenges, generate ideas, prioritize opportunities, and design future-state experiences.
Executive Storytelling & Communications: Create executive-ready presentations and visual communications that clearly articulate insights, recommendations, and transformation opportunities.
Voice of Customer & Insights: Gather and synthesize advisor, client, and stakeholder feedback to uncover insights and translate them into actionable recommendations.
Stakeholder Engagement & Collaboration: Build strong partnerships across business, product, operations, technology, and sales teams to drive alignment and successful execution of initiatives.
Go-to-Market & Change Support: Partner with stakeholders to ensure new products, services, and processes are effectively communicated, adopted, and scaled across the organization.
Requirements
- Bachelor's degree required.
- 3-6 years of experience in service design, business transformation, management consulting, product management, UX strategy, process improvement, or related disciplines.
- Demonstrated experience facilitating workshops and leading cross-functional initiatives.
- Prominent ability to influence stakeholders and drive alignment across diverse teams.
- Experience developing journey maps, service blueprints, process flows, or experience design deliverables.
- Presentation, communication, and storytelling skills.
Core Competencies
Service Design & Human-Centered Design: Deep understanding of service design, design thinking, journey mapping, service blueprinting, and customer-centered problem solving.
Strategic Thinking & Business Transformation: Ability to connect customer needs, operational realities, and business objectives to drive meaningful change and measurable outcomes.
Facilitation & Stakeholder Influence: Skilled at leading workshops, building alignment, influencing stakeholders, and guiding teams through ambiguity toward actionable solutions.
AI & Innovation Mindset: Demonstrated curiosity and confidence in leveraging AI, automation, and emerging technologies to improve experiences and increase efficiency.
Executive Communication: Ability to simplify complex concepts and present clear, compelling insights and recommendations to senior leaders.
Collaboration & Influence: Relationship-building skills and ability to work effectively across business, product, operations, and technology teams.
Financial Services Acumen: Understanding of wealth management, investment products, advisor workflows, and the broader financial services ecosystem.
Consulting Mindset: Experience leading ambiguous, cross-functional initiatives from discovery through implementation.
Preferences
Design: FigJam, Figma, Digital Whiteboard Tools (eg Miro, Mural, Lucidchart)
Presentation & Storytelling: PowerPoint
Agile: Agile methodology, SmartSheets
Research & Insights: Qualtrics, Survey tools, VoC platforms
AI & Productivity: Microsoft Copilot, ChatGPT, Claude, Figma Make
MakeCollaboration: Microsoft Teams, SharePoint, Office 365
Pay Range
$92,906.00 - $154,809.00
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.
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.