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About the Role

As the AVP Product Management, you will be the bridge between vision and execution by proactively identifying ways to unlock opportunities to serve LPL advisors, institutions, and their clients. You’ll work closely with business leaders to enhance existing initiatives, identify new verticals, define product development and technology roadmaps, serve as a critical partner in platform modernization efforts, and lead efforts that enable growth now and for the future of the business. 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 and team oriented, and can execute in a way that encourages creativity and continuous improvement.

Responsibilities

Act as a product leader, collaborating across WealthAG, Sales, Corporate Development, Legal, Operations, Technology, Architecture, Cybersecurity, and other key stakeholders.
Identify business needs and shape strategic priorities through stakeholder interviews, market research, competitive analysis, addressable market analysis, risk considerations, and voice-of-the-client insights.
Partner with the Product Owner to evolve a proprietary LPL tech platform that delivers client segmentation, business valuation, and advisor transition opportunities.
Own advisor adoption, engagement, and business outcomes for key platform capabilities.
Drive product strategies that increase advisor adoption by streamlining workflows and enhancing integration and visibility across LPL platforms.
Apply an innovative, agile approach to enhancing existing products and developing new solutions by partnering with vendors and internal stakeholders.
Identify opportunities for process improvement, automation, and AI-driven efficiencies to enhance the advisor experience.
Define and refine product offerings, including business cases, economic models, and operational frameworks.
Develop and manage product strategy, roadmaps, delivery priorities, features, and delivery plans aligned to business objectives, user needs, risk considerations, and measurable outcomes.
Lead strategic initiatives from concept through execution to drive business growth and service diversification to unlock new potential and sources of business.
Establish success metrics for products, features, and initiatives, and drive continuous improvement based on results.
Monitor product adoption, delivery outcomes, stakeholder feedback, and success metrics to identify improvement opportunities and inform roadmap tradeoffs.
Communicate business trends, priorities, and progress to stakeholders and leadership.
Maintain business playbooks and enablement materials to support partner effectiveness.
Drive accountability for execution through clear milestones, ownership, risk management, and leadership reporting.

Requirements

5+ years of experience in wealth management, with awareness of industry dynamics and best practices
3+ years of experience building products or technology-enabled services, product management, project management and/or product design
Highly organized, strong analytical ability, able to identify trends, opportunities, and measure success.
Skilled communicator with the ability to effectively communicate vision, influence decisions, and create and deliver presentations that summarize complex initiatives for senior leaders across lines of business.
Must be flexible and willing to take on new business challenges, including investor onboarding strategies resulting from M&A and other growth sources as needed.
A highly strategic thinker with the ability to assess complex problems, prioritize key issues, focus on relevant facts, and maintain a strong execution focus.

Skills

product management
project management
product design
Salesforce
SAFe (Scaled Agile Framework)
CPM (Certified Project Manager)
Six Sigma certification

Location

Remote

Work Type

Full-time

Experience Level

3+ years
5+ years

Education Level

FINRA licensed with SIE and Series 7
SAFe (Scaled Agile Framework), CPM (Certified Project Manager) credential, or Six Sigma certification, such as Black Belt or Green Belt

Salary/Compensations

$109,283.00 - $182,104.00

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(6) , 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.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities.

Equal Opportunity

Principals only. EOE.