AVP, Service Design & Business Transformation

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 - $154,809.00 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, 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 LPL Financial is the nation's largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.

To understand who we are, it's important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best - create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL?

Check out the links below! We Are LPL Benefits Culture Social Responsibility