AVP, Product Owner - Advisors Communication Solutions

Job Overview:

The Investor Experience organization is currently hiring a Product Owner on the Advisor Communication Solutions Team. Advisor Communications Solutions is responsible for understanding advisors’ office communication needs (e.g., email, chat, text, etc.) and ensuring they have the tools available to meet those needs. The Product Owner role is critical to ensure that the Product Vision, Roadmap and Features are delivered and produce the expected outcomes. This role champions the voice of the customer with technology partners and key internal stakeholders to ensure they understand “what” we doing, “why” we are doing the work and “how” the work will impact our advisors and their staff.  

Responsibilities:

• Develop hands-on expertise with relevant Advisor Communication Solutions

• Contribute to the Product Vision and Strategic Roadmap

• Create Features, Epics and Stories in the Jira backlog that support the Product Vision and Roadmap

• Partner with Product Manager on any Discovery needed for Features/Stories in the Backlog

• Decompose Features and create User Stories, Task, Bugs and Spikes

• Facilitate cross-functional sessions to refine, manage and prioritize the team’s Backlog

• Facilitate cross-functional sessions to refine, manage and prioritize 3rd party vendors’ backlogs

• Manage Jira Backlog health and data quality

• Plan and facilitate PI Planning agile team-level events

• Lead (or participate in) all agile ceremonies and represent Product interests

• Manage completion of deliverables that are dependent on other teams

• Facilitate product demonstrations as work is delivered

• Partner with Quality Engineering on test case design

• Facilitate user acceptance testing and defect resolution

• Compare delivered features to acceptance criteria to determine if they meet the definition of done or require additional work

• Execute change management strategy for feature rollout including LPL Home Office Employee readiness and Advisor communications

• Participate in release events and support team with production validation and defect resolution

• Measure actual outcomes and compare to expected outcomes

• Produce reporting for KPIs and on-going performance metrics

• Connect with advisors to understand their needs and gather feedback

• Provide production support for escalated issues from advisors or LPL Home Office Employees

• Produce SDLC documentation

What We’re Looking For

Ideal candidate has 2+ years of experience as a Product Owner using Agile methodology. They are fluent in the role/responsibilities of a Product Owner and understand how it complements the role of the Product Manager and Product Management framework. They are confident working with 3rd party vendors as well as internal teams. They are highly organized and proficient with critical tools like Jira and Confluence to manage Product delivery. They are experienced leading cross-functional teams thru Product ceremonies and ad-hoc working sessions.

Requirements:

• Bachelor's degree or higher

• Minimum 2 years of experience as a Product Owner using Agile methodology, ideally Scaled Agile.

Core Competencies:

• Highly organized and thrives on documenting details and managing follow-thru

• Expertly leverages tools like Jira and Confluence to manage all deliverables

• Curious learner who develops hands-on expertise in their products and related processes

• Strong technical aptitude

• Demonstrates bias for action and takes initiative to advance opportunities or solve problems

• Excels leading large cross-functional teams to achieve a common objective

• Excels at solving complex problems with relevant subject matter experts

• Experience managing 3rd party solutions and relationships

• Experience with operational teams, processes and tools needed to ensure they are prepared to support advisors as new features are delivered

• Experience with risk management concepts; able to work with effectively with Compliance, Legal and Risk to identify and manage product risks.

• Strong analytical skills and data-driven decision maker

• Comfortable interacting directly with advisors both 1:1 and in large groups

• Positive leader who demonstrates LPL values and inspires the best in others

• Strong sense of personal accountability for work

Preferences

• Experience in Wealth Management

• Experience with communication solutions such as text, chat, appointment scheduling

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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