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LPL Financial

AVP Principal - Banking & Lending

LPL Financial, New York, New York, us, 10261

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AVP Principal – Banking & Lending Company:

LPL Financial

Seniority:

Executive |

Employment type:

Full‑time |

Job function:

Finance and Sales

Job Overview We are seeking an AVP‑level Experience Design Lead to guide the end‑to‑end experience strategy for LPL’s banking and lending enterprise portfolio. The role involves setting experience strategy, hands‑on design execution, and stewardship of the design system. Collaboration includes Product, Engineering, Research, Legal/Compliance, and Architecture to deliver solutions that satisfy customer, business, technical, and regulatory needs.

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.

Requirements

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.

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.

Core Competencies

Defining experience vision, north‑star journeys, and measurable outcomes.

Structuring information architecture, workflows, and componentized patterns across platforms.

Applying accessibility standards (e.g., WCAG) and platform guidelines for responsive web and native apps.

Facilitating workshops and documenting requirements, use cases, and acceptance criteria.

Operating within regulatory and technical constraints to deliver compliant designs.

Preferences

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.

Pay Range $113,925-$189,875 per year.

Benefits and Total Rewards Competitive 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more to support success at work, at home, and at play.

Company Overview LPL Financial Holdings Inc. is one of the fastest‑growing wealth‑management firms in the U.S., supporting over 32,000 financial advisors and more than 1,100 institutions. The firm offers advisor‑affiliation models, investment solutions, fintech tools, and practice management services.

Further Information LPL will only communicate with applicants from @lplfinancial.com email addresses. For interview questions contact LPL Human Resources Solutions Center at (855) 575‑6947.

Principals only. EOE.

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