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About the Role

The Assistant Vice President (AVP), Product Manager for Business Management Reporting supports the strategy, roadmap, and evolution of business management and intelligence capabilities that provide institutions, advisors, and internal teams with actionable insights. This role contributes to the transformation of Business Management Reporting (BMR) into a unified, AI-enabled business management experience that supports firm growth, operational efficiency, and risk management.

Responsibilities

Partner with business stakeholders and leadership to define and execute the Business Management Reporting product vision, focusing on scalable business management capabilities, data-driven decision support, personalization, and AI-enabled insights.
Own and evolve the Business Management Reporting roadmap by identifying, evaluating, prioritizing, and sequencing initiatives that advance business management and intelligence capabilities for advisors, institutions, and internal stakeholders.
Develop and maintain product strategies, roadmaps, investment rationales, and outcome-based business cases aligned to organizational priorities and long-term platform objectives.
Drive alignment across Product, Data Engineering, Data Governance and AI, Technology, UX, and Business teams to support effective roadmap execution.
Partner with data platform and engineering teams to ensure capabilities are supported by reliable data assets, governed information architecture, and scalable enterprise platforms.
Identify and evaluate opportunities to incorporate AI capabilities, intelligent automation, copilots, and generative technologies into business management experiences.
Collaborate with Product Owners and delivery teams to translate strategic objectives into roadmap initiatives, epics, and measurable outcomes.
Prioritize product investments by balancing business value, customer needs, market opportunities, technology strategy, and enterprise objectives.
Establish operating rhythms that promote transparency, prioritization, decision-making, and stakeholder alignment across dependent initiatives.
Participate in governance processes that support accountability, prioritization clarity, and cross-functional execution.
Monitor product adoption, business outcomes, customer feedback, and operational performance to identify opportunities for optimization and growth.
Develop product documentation, executive presentations, leadership communications, and governance materials that support strategic decision-making.
Present roadmap strategies, investment priorities, business outcomes, risks, dependencies, and recommendations to senior leadership and governance forums.
Advocate for the continued evolution of Business Management Reporting into a broader business management and intelligence platform.

Requirements

Background in wealth management or data-intensive business environments.
7+ years of experience in product management within data, analytics, business intelligence, reporting, or enterprise platform environments.
3+ years of experience developing product strategy and roadmaps for business intelligence, analytics, reporting, or business management platforms.
3+ years of experience partnering with data engineering or data platform teams on data pipelines, ingestion, transformation, and semantic modeling.
3+ years of experience leading cross-functional initiatives involving technology, data, UX, and business stakeholders.

Skills

Strategic product leadership and business acumen
Product roadmap strategy and investment prioritization
Executive communication and influence
Strong analytical thinking and data-driven decision making
AI-enabled product fluency
Experience developing product strategies, building multi-quarter roadmaps, communicating priorities to senior leadership, and driving measurable business outcomes through cross-functional execution.
Experience creating business cases, defining investment priorities, influencing stakeholders, and translating organizational objectives into product strategies, roadmap investments, and measurable business outcomes.
Experience creating executive presentations, leadership communications, governance materials, and product documentation that support strategic decision-making.
Experience supporting modernization of enterprise reporting, analytics, or business management ecosystems.
Familiarity with Tableau, semantic-layer architecture, business intelligence platforms, or emerging data visualization tools.

Location

Hybrid

Work Type

Hybrid

Experience Level

7+ years of experience in product management
3+ years of experience developing product strategy and roadmaps
3+ years of experience partnering with data engineering or data platform teams
3+ years of experience leading cross-functional initiatives

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. For further information about LPL, please visit www.lpl.com.
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.
For further information about LPL, please visit www.lpl.com.
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.