LPL Financial
AVP Principal - Banking & Lending
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LPL Financial
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 includes setting experience strategy, hands‑on design execution, and design system stewardship. This position collaborates with product, engineering, research, legal/compliance, and architecture teams to deliver solutions that meet customer, business, technical, and regulatory requirements.
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 (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.
Core Competencies
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.
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.
Compensation $113,925‑$189,875/year. 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!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions can choose the business model, services, and technology resources they need to run thriving businesses.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance, including a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
Interview Information LPL will only communicate with a job applicant directly from a
@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.
Equal Opportunity Employer Principals only. EOE. LPL will only communicate with a job applicant directly from a
@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.
#J-18808-Ljbffr
at
LPL Financial
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 includes setting experience strategy, hands‑on design execution, and design system stewardship. This position collaborates with product, engineering, research, legal/compliance, and architecture teams to deliver solutions that meet customer, business, technical, and regulatory requirements.
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 (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.
Core Competencies
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.
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.
Compensation $113,925‑$189,875/year. 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!
Company Overview LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor‑mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions can choose the business model, services, and technology resources they need to run thriving businesses.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
Impactful Work: Our size is just right for you to make a real impact.
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
Community Focus: We care for our communities and encourage our employees to do the same.
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance, including a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.
Interview Information LPL will only communicate with a job applicant directly from a
@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.
Equal Opportunity Employer Principals only. EOE. LPL will only communicate with a job applicant directly from a
@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.
#J-18808-Ljbffr