Are you a team player with a growth mindset? Are you interested in working on 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?
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
Job Overview:
LPL Financial is seeking a product manager, Assistant Vice President, Omni Channel Voice within LPL’s Investor and Investment Solutions group, one of the most visible departments in our organization. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team.
This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.
Responsibilities:
- Owns, maintains, and develops the product backlog that enables development to support the overall strategic roadmap and value.
- Oversee the product development lifecycle from inception to launch, with an ability to prioritize work.
- Builds the framework and track the product’s key success metrics such as feature and functionality, risk posture and reliability.
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 in a related field
- 5 plus years of experience in product management, management consulting, program & project management
- 5 plus years of developing, cultivating, and leading strong, high-performing teams in an agile environment.
- 1 plus year experience with NICE software
Preferences:
- Experience with telephony concepts (SIP, VOIP, PSTN, PBX, IVR)
- Experience working with call center software
- Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement.
- Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests.
- Experience working in a cross-functional team and drive outcomes without having direct authority.
- Experience in financial services or related FinTech firm.
- Understanding of cloud technology and services, ideally on Azure, as we operate a mix of on-premises and SaaS deployments.
Core Competencies:
- Flexibility and organizational change management experience
- Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team
- Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
- Consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges
Pay Range:
$106,100.00 - $176,800.00
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!
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
We take social responsibility seriously. Learn more here
Want to see info on our benefits? 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.
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs.
With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way.
Your greatness is our goal.
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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