LPL Financial

AVP Principal - Banking & Lending

New York Full time

AVP Experience Design Lead
LPL Financial

 

What if you could shape the next generation of digital banking and lending experiences?

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could define a product experience vision, create north‑star journeys, and deliver compliant, scalable experiences across responsive web and native applications? What if you could work with Product, Engineering, Research, and Compliance to translate customer needs and business requirements into high‑performing digital solutions? If you're ready to take the next step, discover what’s possible with 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.

 

What are we looking for?

We are seeking professionals who operate effectively in collaborative, fast‑paced environments and who focus on delivering reliable, compliant, and scalable user experiences. Candidates should demonstrate clear communication, structured problem‑solving, and the ability to work within defined product, regulatory, and technical frameworks.

 

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.

 

#LI-Hybrid


 

Pay Range:

$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(6) , 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 have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

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.

Why LPL?

  • Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • 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!

  • Impactful Work: Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

  • 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!

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.

Information on Interviews:

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.

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