AVP, Service Design & Business Transformation

Lead with Purpose, Unlock Your Team’s Passion

At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our, employees.

If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.

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).

This centralized role will partner with business leaders across IMS to identify opportunities for service innovation, operational efficiency, process redesign, and AI-enabled transformation. The AVP will leverage service design methodologies, design thinking frameworks, customer and advisor insights, and emerging technologies to solve complex business challenges and help teams deliver more seamless, scalable, and differentiated experiences.

The ideal candidate combines strong business acumen with expertise in service design, journey mapping, facilitation, process improvement, and transformation strategy. This individual will operate as an internal consultant, helping cross-functional teams align around customer needs, uncover opportunities, and translate ideas into actionable solutions that drive measurable business outcomes.

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.

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 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.

• Proven 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

• Collaboration: Microsoft Teams, SharePoint, Office 365

#LI-PA

Pay Range:

$92,906.00 - $154,809.00Actual 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 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.

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.

EAC 5.19.26