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AVP Strategist

Job in San Diego, San Diego County, California, 92189, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-16
Job specializations:
  • IT/Tech
    UI/UX Design, Business Continuity
Job Description & How to Apply Below
Position: AVP Growth Experience Strategist

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could have access to cutting‑edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview

Do you love mapping how customers actually experience a business end‑to‑end, then redesigning that experience to be simpler, clearer, and more effective? Are you energized by human‑centered design, journey mapping, and turning insights into practical change? Are you curious about how financial advisors grow their practices and how better digital experiences can accelerate that growth?

If so, the AVP, Growth Experience Strategist role on our Growth Strategy organization could be for you. This role sits in our Strategic Growth Solutions team, which focuses on designing and evolving the digital solutions and experiences that power advisor growth at scale.

We are looking for a growth‑minded experience leader who can define what the ideal advisor journey should look like across a suite of digital tools and resources, and translate that into clear journeys, processes, and documentation. The ideal candidate is a collaborative, structured thinker who is passionate about designing experiences that drive real business outcomes. The AVP, Growth Experience Strategist helps ensure LPL’s digital growth solutions feel coherent, intuitive, and valuable to the advisors who use them.

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
What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast‑paced, team‑oriented environments. Our ideal candidates pursue greatness
, act with integrity
, and are driven to help our clients succeed
. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements
  • 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
Core Competencies
  • 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
Preferences
  • 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
  • Familia…
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