This position will require one to wear many hats, including: project and technical solution analysis, documenting stakeholder needs, socializing actionable team-centered requirements, facilitating discussions describing approach optionality with leadership, as well as the collection and measurement of meaningful data and feedback, while directly planning and enabling the implementation of technical solutions to:
- Guide solution planning, refinement and execution, including whiteboarding, persona experiences and journey mapping, along with level of effort estimations
- Imagine and present potential solutions leveraging modern technology standards to stakeholders
- Communicate regularly with technical and non-technical groups to provide ongoing solution alignment and product support
- Evaluate new development proposals and investigate potential solutions and process improvements to deliver and perform well and scale
- Assist management in the assessment of product and operations risks and issues
- Support the creation and maintenance of solution documentation
Role Requirements
We are looking for strong collaborators who can deliver a world-class experience and are looking for individuals that thrive and take ownership in a fast-paced environment, are value-focused, team-oriented and are able to execute both strategically and tactically as needed, while encouraging creativity and continuous improvement, as well as:
- 8+ years of experience guiding technical product development within a financial services wealth management organization
- Experience synthesizing, distilling and translating imperfect business, product and technology requirements into clear and concise direction for a software engineering team
- Passionate about product roadmap curation and continuous updates that accommodate optionality, while navigating product trade-offs and advocating for efficient value creation
- Experience contributing to and operating within an Agile team environment
- Advanced experience utilizing project and solution management systems (i.e. Jira, Confluence, Microsoft 365 suite, etc.) for story/issue management and related reporting at different altitudes
Core Competencies
- Excellent interpersonal and consultative skills
- Detail-oriented and capable of delivering at a high-level of accuracy
- Experience as a trusted wayfinder navigating complex organizations for oneself and on behalf of others
Preferred Requirements
Candidates are expected to anticipate user and system needs and continuously consider and advocate for usability and measurable performance improvements to increase value as solutions and technologies evolve, in addition to:
- Experience with DevSecOps and general best practices related to release management and continuous integration and delivery
- Familiarity with cloud-centered solutions (e.g. AWS, Azure, etc.)
- Familiarity with AI/ML and its use as a force multiplier to operate more effectively and efficiently
- Experience mentoring junior team members and related team building activities to improve team engagement and culture
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?
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Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
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Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
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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!
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Impactful Work: Our size is just right for you to make a real impact. Learn more here!
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Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
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Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
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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.
EAC1.22.25
Top Skills
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.
