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About the Role

As a Vice President, Product Management for Advisory Platforms, you will drive outcomes, lead cross-functional teams, and contribute thoughtful analysis to enable informed decisions across LPL’s advisory platforms. You will collaborate on strategy and vision, own its implementation, and lead product execution for key initiatives like tax overlay capabilities.

Responsibilities

Partner with leadership and stakeholders to shape the Advisory Platforms strategy and vision, and own the execution of that direction end to end.
Translate agreed strategy into a 6–24 month roadmap with clear themes, expected outcomes, and value drivers, aligned with stakeholders and dependent teams.
Lead the product execution of LPL’s tax overlay build-out as a key component of the Advisory Platforms vision — defining capability requirements, sequencing delivery, and driving the cross-functional work needed to bring tax-managed services to market at scale.
Define the tax overlay capability set in partnership with advisors, Advisory Programs business stakeholders, the Overlay Portfolio Management Group (OPMG), and vendor partners — including tax-loss harvesting, gain/loss budgeting, transition management, wash sale handling, tax-aware rebalancing, and client-level tax preferences.
Drive PI deliverables for the domain — partnering with aligned technology teams through PI planning, commitment, and execution to ensure objectives are clear, dependencies and risks are identified early, and delivery stays on track.
Own the vendor relationships for assigned advisory platforms — leading evaluation and selection, roadmap alignment, performance management, escalations, and contract and scope discussions, including RFPs and build-versus-buy analysis.
Partner across the advisory organization and supporting functions to design the end-to-end operating model for new and enhanced advisory capabilities, including the workflows, controls, and disclosures required to operate them at scale, engaging Legal, Risk, and Compliance early.
Partner with adjacent teams, including Model Management, to align on prioritization, sequencing, and delivery of shared capabilities with minimal impact to their own commitments.
Define and prioritize the capabilities advisors need to run their advisory business, working from validated advisor, field, Advisory Programs, and OPMG input, and drive enablement and adoption with field, marketing, training, and service partners.
Lead cross-functional teams and drive outcomes without direct authority; make day-to-day scope and prioritization tradeoffs within agreed strategic direction and escalate cross-product, funding, and vision-level decisions with clear options and recommendations.
Define KPIs and success metrics — including tax overlay adoption, asset growth, and advisor-facing outcomes — and create best-in-class reporting and presentations on strategic plays and growth initiatives that are SVP+, C-Suite, and Board ready.

Requirements

Bachelor’s degree in a related field; MBA or other advanced degree preferred.
10+ years of experience in product management, management consulting, investment management, or program and project management, preferably within financial services or a related FinTech firm.
5+ years leading cross-functional teams in an Agile environment, including experience driving PI planning and delivery with technology partners.
5+ years experience with advisory or managed account platforms — advisor workflows, trading and rebalancing, or UMA/SMA account structures.
5+ years experience with tax overlay, tax-managed, or tax-aware portfolio management capabilities strongly preferred — including tax-loss harvesting, transition management, or overlay management services.

Skills

Advisory Platform Expertise
Execution Ownership
Tax Overlay & Tax-Aware Investing Knowledge
Vendor & Partner Management
Influence Without Authority
Agile Execution
Executive Communication
Data-Driven Decision Making

Location

Remote

Work Type

Full-time

Experience Level

10+ years of experience
5+ years leading cross-functional teams
5+ years experience with advisory or managed account platforms
5+ years experience with tax overlay, tax-managed, or tax-aware portfolio management capabilities

Education Level

Bachelor’s degree
MBA or other advanced degree preferred

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