AVP, Service Design Transformation

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 job requires someone who has already shown they can do UI/UX design, innovative marketing, automation, and service design, and also has strong business knowledge and experience leading big projects. The perfect person will connect business strategy with doing the work, making measurable improvements in how clients experience things, how efficiently things operate, and how innovative the products are. This job needs someone collaborative who is great in fast-paced situations and is an excellent communicator who can manage stakeholders well. 

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, managing all aspects from planning to execution and analysis. Includes conference and event management. 

• Service Design & Process Improvement: Design client-centric service solutions, using design thinking methodologies. Identify process improvement and automation opportunities. Oversee digital asset development. 

• Strategic Transformation & Innovation: Drive strategic initiatives, aligning marketing and service design with organizational goals. Identify product innovation opportunities. 

• Leadership & Stakeholder Management: Collaborate cross-functionally. Communicate with leadership.  

What are we looking for? 

We're looking for 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: Ability to align user-centered design solutions with strategic business goals to drive measurable outcomes.  ​Service Design Expertise: Deep understanding of service design principles, including journey mapping, blueprint creation, and user research.  

• Marketing Acumen: Proven ability to develop and execute effective marketing strategies and campaigns.  

• Data-Driven Decision Making: Strong analytical skills and experience using data to inform decisions and optimize performance.  

• Leadership & Collaboration: Exceptional leadership skills and ability to build strong relationships with stakeholders at all levels.  

• Innovation & Creativity: A passion for innovation and a proven ability to drive creative solutions.  

• Communication & Presentation: Excellent communication and presentation skills, with the ability to simplify complex concepts.  

• Financial Services Expertise: Deep understanding of the financial services industry and regulatory landscape. 

Pref