<p>Job Overview:</p> <p>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.</p> <p>Responsibilities:</p> <ul> <li> <p>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.</p> </li><li> <p>Marketing Strategy & Campaign Management: Lead innovative marketing campaigns, managing all aspects from planning to execution and analysis. Includes conference and event management.</p> </li><li> <p>Service Design & Process Improvement: Design client-centric service solutions, using design thinking methodologies. Identify process improvement and automation opportunities. Oversee digital asset development.</p> </li><li> <p>Strategic Transformation & Innovation: Drive strategic initiatives, aligning marketing and service design with organizational goals. Identify product innovation opportunities.</p> </li><li> <p>Leadership & Stakeholder Management: Collaborate cross-functionally. Communicate with leadership.</p> </li></ul> <p>What are we looking for?</p> <p>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.</p> <p>Requirements:</p> <ul> <li> <p>Bachelor's degree required; Master's degree preferred.</p> </li><li> <p>3- 5 years of experience in marketing, service design, or UX within the financial services industry, with increasing levels of responsibility.</p> </li><li> <p>Proven track record of leading successful marketing campaigns and service design initiatives.</p> </li></ul> <p>Core Competencies:</p> <ul> <li> <p>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.</p> </li><li> <p>Marketing Acumen: Proven ability to develop and execute effective marketing strategies and campaigns.</p> </li><li> <p>Data-Driven Decision Making: Strong analytical skills and experience using data to inform decisions and optimize performance.</p> </li><li> <p>Leadership & Collaboration: Exceptional leadership skills and ability to build strong relationships with stakeholders at all levels.</p> </li><li> <p>Innovation & Creativity: A passion for innovation and a proven ability to drive creative solutions.</p> </li><li> <p>Communication & Presentation: Excellent communication and presentation skills, with the ability to simplify complex concepts.</p> </li><li> <p>Financial Services Expertise: Deep understanding of the financial services industry and regulatory landscape.</p> </li></ul> <p>Preferences:</p> <ul> <li> <p>Expertise in UI/UX design, service design, marketing automation, and data analytics.</p> </li><li> <p>Deep understanding of the financial services industry and investment products.</p> </li><li> <p>Experience leading VoC initiatives and incorporating user insights into designs.</p> </li><li> <p>Proficiency in relevant software and tools, including Adobe Creative Suite, Figma, Salesforce, Showpad, Lucidchart, Pardot, and related platforms.</p> </li><li> <p>Exceptional communication, presentation, and stakeholder management skills.</p> </li><li> <p>Strong leadership and team management skills.</p> </li><li> <p>Ability to work independently, manage multiple priorities, and meet deadlines in a dynamic environment.</p> </li></ul> <p>#LI-PA</p> <p>Pay Range:</p> <p>$90,188-$150,313/year</p> <p>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!</p> <p>Company Overview:</p> <p>LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.</p> <p>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.</p> <p>Join LPL Financial: Where Your Potential Meets Opportunity</p> <p>At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.</p> <p>Why LPL?</p> <ul> <li> <p>Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!</p> </li><li> <p>Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!</p> </li><li> <p>Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!</p> </li><li> <p>Impactful Work: Our size is just right for you to make a real impact. Learn more here!</p> </li><li> <p>Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!</p> </li><li> <p>Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!</p> </li><li> <p>Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!</p> </li></ul> <p>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.</p> <p>Information on Interviews:</p> <p>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.</p> <p>EAC1.22.25</p>