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About the Role

The Product Management team at LPL is responsible for delivering a competitive set of investment solutions, with a specific focus on supporting Clientworks Rebalancer. This role involves understanding and explaining all business aspects of our products/platforms, collaborating with various business units, and enhancing capabilities for advisors. The Vice President, Product Management - Trading will manage and develop LPL’s trading capabilities, focusing on platform enhancements, technology implementation, and driving the product roadmap.

Responsibilities

Execute implementation of new trading capabilities with a specific strategic focus on CWR Clientworks Rebalancer.
Drive adoption of new systems or functionality.
Utilize LPL’s strong Balance Sheet as a strategic differentiator and identify innovative solutions to help advisors grow.
Maintain and enhance current Trading Platform for clients to assist in efficiency gains for advisors.
Align trading capabilities with the marketplace to ensure competitiveness and identify differentiation opportunities.
Ensure proper risk management oversight and controls are developed.
Lead significant opportunities to define and execute on a roadmap to develop a competitive program and enhance customer satisfaction.
Collaborate with internal business partners, including client-facing teams, finance, and operations, to deliver best-in-class product solutions and achieve revenue targets.
Define and implement strategic profit and growth roadmaps for assigned products.
Provide thought leadership on trading services, including regulatory matters, market trends, and the competitive landscape.
Assess and develop trading partnership suite of products.
Gain alignment on opportunities and need for funding, including cost and benefit analysis.
Develop journey maps for new and existing clients and identify areas of technology integration to create a better client experience.

Requirements

7-10+ years related experience in trading with a strong understanding of the industry.
2+ years experience across Advisory, Brokerage, various security types, and order entry platforms.
10+ years experience as a product owner or in a product management capacity.
Skilled in Rebalance and Overlay trading functionality.
Ability to assess and develop operations infrastructure needed for implementation.
Articulate, confident, driven professional with the ability to work with experienced professionals in a results-oriented, fast-paced and growing environment.
Understanding of the regulatory landscape with regard to trading.
High level of intellectual curiosity and business acumen.
Demonstrated ability to effectively interact with all levels within an organization.
Superior communication and presentation skills.
Strong project management and organizational skills, attention to detail, and the ability to prioritize and multi-task.

Skills

Rebalance and Overlay trading functionality
Microsoft Office products

Experience Level

7-10+ years related experience in trading
2+ years across Advisory, Brokerage, various security types and order entry platforms
10+ years experience as product owner or product management capacity

Education Level

College degree preferred
MBA, CFA or advanced degree a plus

Salary/Compensations

$135,960.00 - $226,600.00

Benefits

401K matching
health benefits
employee stock options
paid time off
volunteer time off

About the Company

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.
As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
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.
LPL Financial is the nation’s largest independent broker-dealer.
Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals.
Our core belief: financial guidance is a fundamental need for everyone.
LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities.
Each year, thousands of financial professionals successfully manage billions of dollars in assets.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact.

Equal Opportunity

Principals only.
EOE.