AVP, IFS Product Management

Are you ready to modernize a platform and be part of a team delivering creative solutions to help Financial Advisor’s and Institutions serve the end-investor? Do you enjoy process mapping and get excited solving complex puzzles? Are you strong on follow-up with attention to detail? If so, this role gives you the opportunity to join a start-up minded team to drive critical initiatives within LPL Financial!

Job Overview:

Part of LPL’s Client Success group, the Investor Focused Solutions (IFS) team plays a central role in serving end-investors directly through a team-based, virtual call center model. This product manager role will serve as a critical partner to enhance the platform modernization efforts for advisors and operations specialists to improve efficiency and business effectiveness. In this role, you will be the bridge between vision and execution, defining requirements based on user research and business needs. You’ll work closely with key business leaders to enhance existing initiatives, identify new verticals, and lead projects to continue the growth of IFS.

What you will do

• Determine business needs and desires through interviews, market research, competitive research and insights from our team to support the technology needs of IFS, LPL Financial Advisors, and Institutions.

• Take an innovative and agile approach to enhancing existing products or building new products by partnering with vendors and internal LPL stakeholders to identify and solve for customer “jobs to be done.”

• Define and continually refine key attributes of existing and new offerings including the business case, economics, and operational model. 

• Define mid and longer term product development roadmap, key features/capabilities, and manage the product cycles with clear schedules, deliverables and milestones.

• Lead significant projects and initiatives for the business from the initial idea through completion. These projects will contribute to the growth of our business and diversification of our services.

• Develop metrics to assess the success of products, features, and business initiatives. Determine necessary enhancements.

What does your success look like in the first 90 days?

• Understand the business strategy and product vision clearly enough that you can pitch it, carry the current initiatives underway, and identify other key problems you’re focused on solving over the next 3 and 6 months.

• Become a subject matter expert on your users’ needs with respect to product as a service and continuity of the client relationship.

• Participate and contribute to the launch of new services to greater LPL.

• Take ownership of a roadmap and work closely with your business partners, sales managers, operations managers, and institutional program managers to shape it.

• Assess our existing product portfolio and begin to structure a backlog of new features and/or experiences.

• Set a vision for your product portfolio and lay the foundation to execute against.

• Take ownership of projects and initiatives, develop and lead through to completion.

Skills, experiences, and education required

• 3+ years of experience building products or technology-enabled services.

• 3+ years of professional business experience within product management, product design, or project management roles.

• Project management experience.

• Highly organized, strong analytical ability, able to identify trends, opportunities, and measure success.

• Skilled communicator, able to effectively communicate vision, influence decisions, create and deliver presentations that summarize complex initiatives to senior leaders across lines of business.

• Previous experience working in financial services.

• Strongly preferred: experience with product as a service and team-based wealth management models.

• Strongly preferred: Salesforce product management experience.

• Preferred but not required: SAFE (Scaled Agile for Enterprise), CPM (Certified Project Manager) credential, Six-Sigma certification (ex. Black Belt, Green Belt)

Qualifications

• A highly strategic thinker with the ability to assess complex problems, prioritize key issues, focus on relevant facts and maintain a strong execution focus.

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as a recognized subject matter expert, as well as the ability to frame complex issues visually.

• Awareness of industry dynamics and best practices.

Join us at LPL Financial and be part of a team that is transforming the industry.

Pay Range:

$106,088-$176,813/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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

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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