Job Overview:
LPL Financial seeks a Digital Platforms Product Manager with a strong understanding of Investor Onboarding to play a key role in driving digital transformation across the company. This position requires a proven track record of product management and design for digital financial products, a demonstrated knowledge of interaction design, user experience principles, and complex processes. Our ideal candidate has a mix of experience that includes industry expertise in wealth management, account opening, funding, KYC, and other critical aspects of investor onboarding and lifecycle management.
Responsibilities:
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Work as part of a multidisciplinary team responsible for creating a wide range of innovative digital solutions for our clients/users.
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Work with cross-functional teams to understand complex processes, various end-user audiences, and any challenges faced to deliver new solutions and features
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Partner with product designers to conduct thoughtful user research and usability testing to uncover problems and validate designs
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Develop personas, roadmaps, customer journey maps, workflows, conceptual diagrams, and user personas to support in designing digital solutions that will drive a successful user experience and support the development process.
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Leverage UI/visual design experience to translate ideas into user flows, wireframes, mockups, and prototypes
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Facilitate the design process by presenting and iterating digital design solutions.
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Work closely with executive leadership and other senior team members to support and regularly improve the overall experience design process
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:
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7+ years of experience in product management roles building digital products or technology-enabled services.
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3+ years of experience developing, cultivating strong, high-performing product teams in an agile environment
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3+ years specific wealth management/advisor facing experience
Core Competencies:
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Strong understanding of financial markets, investments, and financial planning concepts
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Proven track record of successfully managing complex projects and navigating ambiguous situations
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Demonstrated ability to influence and drive results through others
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Excellent written and verbal communication skills, with the ability to communicate effectively at all levels of the organization
Preferences:
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Strong understanding of Jira, Miro, Lucidchart, Confluence
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Experience working with account opening and maintenance platforms at financial services organization as well as consulting/strategy firm where you led engagements focused on developing new product ideas or optimizing existing products
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Master’s in business administration
Pay Range:
$132,000-$220,000/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.
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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.
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