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LPL Financial needs a strategic and creative Associate Vice President (AVP) to lead marketing and service design changes within their Investment Product Management team, connecting business strategy with work, making measurable improvements in client experience, operational efficiency, and product innovation.

Requirements

• Expertise in UI/UX design, service design, marketing automation, and data analytics.
• Deep understanding of the financial services industry and investment products.
• Experience leading VoC initiatives and incorporating user insights into designs.
• Proficiency in relevant software and tools, including Adobe Creative Suite, Figma, Salesforce, Showpad, Lucidchart, Pardot, and related platforms.
• Strong analytical skills and experience using data to inform decisions and optimize performance.
• Deep understanding of service design principles, including journey mapping, blueprint creation, and user research.
• Proven ability to develop and execute effective marketing strategies and campaigns.

Responsibilities

• Implement a VoC strategy, using diverse research methods to gather insights on client needs and market trends, informing product, service, and marketing strategies.
• Lead innovative marketing campaigns, managing all aspects from planning to execution and analysis. Includes conference and event management.
• Design client-centric service solutions, using design thinking methodologies. Identify process improvement and automation opportunities. Oversee digital asset development.
• Drive strategic initiatives, aligning marketing and service design with organizational goals. Identify product innovation opportunities.
• Collaborate cross-functionally. Communicate with leadership.

Other

• Bachelor's degree required, master's degree preferred.
• 3+ years of top-tier external consulting firm experience in marketing, service design, or UX within the financial services industry, with increasing levels of responsibility.
• Proven track record of leading successful marketing campaigns and service design initiatives.
• Exceptional leadership skills and ability to build strong relationships with stakeholders at all levels.
• Excellent communication and presentation skills, with the ability to simplify complex concepts.