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About the Role
As a Product Owner for Personalization and Business Configurator, you will drive outcomes, lead cross-functional teams, and contribute to strategic analysis to enable informed decision-making for the leadership team.
Responsibilities
- Act as the subject matter expert on users, their needs, and desires through various research methods.
- Define the mid-term technology product development roadmap, key features, and manage development cycles.
- Develop and monitor metrics to track product success and inform future iterations.
- Collaborate with cross-functional teams to ensure continuous improvements.
- Maintain alignment on vision, strategy, and performance with firm-wide goals.
- Create and maintain a product vision, road-map, growth opportunities, and product backlog.
- Lead the planning of product release plans and set expectations for new functionalities.
- Mitigate impediments impacting team completion of Release/Sprint Goals.
- Set direction for Agile development teams and stakeholders.
- Facilitate requirements gathering and definition.
- Plan and prioritize product feature backlog and development.
- Assess value, develop business cases, and prioritize stories, epics, and themes.
- Provide backlog management, iteration planning, and elaboration of user stories.
- Research and analyze the market, users, and product roadmap.
Requirements
- 5-7 years of hands-on experience with business and systems requirements processes.
- 5-7 years of product owner experience or relevant business work experience.
- Bachelor’s degree in Computer Science, Information Systems, Business, or a related field.
- 3-5 years of experience in the financial services or wealth management industry.
Skills
- Product Lead, Manager or Owner experience.
- Ability to engage in multiple initiatives simultaneously.
- Adaptability to rapidly changing and ambiguous work situations.
- Comfort working independently and adapting to shifting priorities.
- Exceptional customer focus with a strong bias for action.
- Problem-solving skills.
- Organizational skills.
- Time management skills.
- Collaborative team player.
- Excellent oral and written communication skills.
- Broker dealer, investment bank, or RIA product experience in financial services environment (preferred).
- Experience in Fintech and/or Financial Services (preferred).
Location
- Remote
Work Type
- Full-time
Experience Level
- Assistant Vice President
Education Level
- Bachelor's degree
- Master's Degree preferred
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. is a fast-growing wealth management firm in the U.S., supporting over 32,000 financial advisors and approximately 1,100 financial institutions.
- The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.
- LPL empowers advisors and institutions with the freedom to choose their business model, services, and technology resources to run thriving businesses.
- The company's mission is to turn life's aspirations into financial realities.
Equal Opportunity
- EOE