LPL Financial · 1 week ago
AVP Principal - Banking & Lending
New York, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$114K/yr - $190K/yr
10+ years expLPL Financial is a leading independent broker-dealer that empowers professionals to shape their success while helping clients pursue their financial goals. They are seeking an AVP-level Experience Design Lead to guide the end-to-end experience strategy for their banking and lending enterprise portfolio, focusing on delivering compliant, scalable user experiences.
FinanceFinancial Services
Responsibilities
Lead the UX strategy and define north‑star journeys for enterprise banking and lending products
Create end‑to‑end journeys, user flows, information architecture, wireframes, and high‑fidelity prototypes for responsive web and native apps
Collaborate with Product, Engineering, Research, Legal/Compliance, and Architecture to align requirements, constraints, and acceptance criteria
Facilitate discovery workshops, requirements‑gathering sessions, and alignment meetings; document decisions, dependencies, and outcomes
Contribute to multi‑product design system components, patterns, guidelines, and governance; maintain accessibility and compliance standards
Qualification
Required
10+ years of experience in UX design, including work in financial services (banking, lending, credit, or fintech)
5+ years designing responsive web and native mobile flows for banking and lending use cases (e.g., high‑net‑worth personas; Lending/Loan Accounts; CMAs; Bill Pay and Transfer Money; Checking/Savings; Debit Cards; Fraud prevention; Statements)
5+ years using Figma, FigJam, Miro, and UserTesting.com for design, collaboration, and research support
5+ years applying Agile methodologies and human‑centered design processes across discovery, delivery, and measurement
Portfolio demonstrating complex enterprise experiences across customer‑facing and internal applications
Experience defining experience vision, north‑star journeys, and measurable outcomes
Ability to structure information architecture, workflows, and componentized patterns across platforms
Experience applying accessibility standards (e.g., WCAG) and platform guidelines for responsive web and native apps
Experience facilitating workshops and documenting requirements, use cases, and acceptance criteria
Experience operating within regulatory and technical constraints to deliver compliant designs
Preferred
Bachelor's degree in Design, HCI, Human Factors, or a related field
Experience scaling multi‑product design systems and governance
Familiarity with AI‑assisted design and productivity tools (e.g., Cursor, Lovable)
Experience with fraud prevention, statements, and servicing workflows in regulated environments
Experience collaborating with risk, compliance, and operations functions
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase