LPL Financial · 2 days ago
AVP Growth Experience Strategist
Fort Mill, SC
Full-time
Onsite
Mid, Senior Level
$118K/yr - $197K/yr
6+ years expLPL Financial is a leading wealth management firm that empowers professionals to shape their success while helping clients achieve their financial goals. The AVP, Growth Experience Strategist role focuses on mapping and redesigning customer experiences to enhance digital solutions for financial advisors, ensuring coherent and valuable interactions with LPL's growth offerings.
FinanceFinancial Services
Responsibilities
Lead human-centered discovery to understand how advisors and internal partner teams currently experience LPL’s growth solutions, and where there are pain points or opportunities
Map current-state and design future state journeys across key digital growth solutions to create a cohesive growth experience
Develop and maintain experience blueprints (journey maps, service maps, process flows) that guide product, tech, and program teams
Define how each solution should show up in the overall advisor growth experience and how solutions should connect and hand off between one another
Translate complex strategies and concepts into clear artifacts (flows, narratives, playbooks) that are easy for stakeholders to understand and implement
Partner closely with digital product strategy, program management, and field-facing teams to ensure experience designs are feasible, prioritized, and adopted in practice
Shape and support experiments and pilots by designing testable experience concepts and helping interpret results to refine journeys over time
Qualification
Required
Bachelor's degree in Business, Economics, Design, Psychology, Strategy, or related field
6+ years of experience in customer experience, service design, journey mapping, product / UX strategy, or a related role, with significant exposure to digital products
2+ years' experience leading human-centered design work, from discovery and synthesis through to future-state journey and process design
3+ years' experience creating clear, compelling experience documentation (journey maps, service blueprints, process flows, narratives) for cross-functional audiences
Proven ability to collaborate and influence effectively across partner teams including product, tech, and business audiences
Excellent communication and facilitation skills; comfortable leading workshops, discussions, and readouts with senior leaders
Preferred
Management Consulting experience
Experience in financial services, fintech, or other B2B environments where you've designed experiences for professionals
Prior work on digital transformation, customer experience, or growth transformation initiatives
Familiarity with experimentation and test-and-learn approaches, and how they inform experience design
Advanced degree or formal training in human-centered design, service design, or a related discipline is a plus, but not required
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
2026-01-13
2026-01-12
Company data provided by crunchbase