AVP, Product Management

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job Overview:

The VP of Product Management will be responsible for defining the product strategy and vision for a wide range of products across LPL’s account opening and maintenance platforms. The ideal candidate will have experience working at both a financial services organization as well as consulting/strategy firm where you led engagements focused on developing new product ideas or optimizing existing products. You will lead cross functional teams to develop and execute go-to-market strategies and launch plans for new and existing products, while also ensuring long term value creation for the business. Additionally, this individual will play a key role in shaping the overall direction of LPL’s product development efforts, including serving as the liaison between internal stakeholders and external partners.  

Responsibilities:

• Lead the product strategy and planning process for products and initiatives within LPL’s account lifecycle management platforms 

• Develop detailed business cases for new products, and make recommendations to senior leadership regarding prioritization and resource allocation 

• Partner with cross functional teams such as sales, marketing, operations, compliance, risk, finance, and technology to define requirements and ensure successful execution of product initiatives 

• Work closely with product owners and agile delivery teams to plan and execute sprints and releases 

• Conduct competitive research and analysis to identify opportunities and inform product decisions 

• Gather feedback from advisors and end users to inform product roadmaps and help shape future product enhancements 

• Provide subject matter expertise and thought leadership on industry trends and emerging technologies related to financial services and wealth management 

• Stay abreast of regulatory changes and evolving compliance considerations impacting financial services and wealth management, and incorporate implications into product strategy and planning 

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree required

• Significant experience (typically 7+ years) in financial services or wealth management, preferably within account management, custodial or client onboarding space 

• Experience working in a large, highly matrixed organization with exposure to global organizations 

• Strong understanding of financial markets, investments, and financial planning concepts 

• Proven track record of successfully managing complex projects and navigating ambiguous situations 

• Demonstrated ability to influence and drive results through others 

• Excellent written and verbal communication skills, with the ability to communicate effectively at all levels of the organization 

• Ability to travel occasionally (<10%)

Preferences:

• Master’s in business administration

#LI-PA

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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