Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The AVP Product Management - Insurance is responsible for the strategic direction, development, and lifecycle management of insurance product offerings. This role drives product innovation, enhances existing solutions, and ensures products align with the needs of advisors and their clients while supporting business growth, profitability, and regulatory compliance.
Responsibilities:
- Lead the full product lifecycle for assigned insurance products, including research, development, launch, enhancement, and ongoing management.
- Conduct market research, competitive analysis, and client needs assessments to identify product opportunities and recommend enhancements.
- Define product strategy, vision, and roadmap in alignment with business objectives and regulatory requirements.
- Partner with sales, marketing, compliance, supervision, legal, operations, and technology teams to support product development and implementation.
- Manage relationships with insurance carriers and third-party vendors, including product evaluation and contract negotiations.
- Develop business cases for new product initiatives, including financial analysis and return on investment assessments.
- Oversee the development of product documentation, training materials, and sales enablement resources.
- Monitor product performance metrics and implement improvements to optimize adoption, sales, and profitability.
- Track industry trends, regulatory developments, and competitive activities to inform product strategy.
- Serve as a subject matter resource for insurance products and provide support to internal stakeholders and advisors.
What Are We Looking For?
We are seeking a professional who is motivated to pursue greatness, act with integrity, and remain driven to help our clients succeed. The ideal candidate collaborates effectively to win together, embraces innovation, and helps create and share joy while contributing to meaningful outcomes for advisors, clients, and the business.
Requirements:
- Bachelor’s degree in Business Administration, Finance, Marketing, or a related field.
- Minimum of 2-5 years of experience in product management.
- At least 5 years of experience within the insurance or financial services industry.
- Proven track record of successfully launching and managing insurance products.
- Deep understanding of insurance products, including life, annuities, long-term care, disability, and related regulatory requirements.
Preferences:
- Strong analytical skills with the ability to interpret market data, financial models, and customer insights.
- Excellent communication, presentation, and interpersonal skills.
- Demonstrated ability to think strategically and execute tactically.
- Experience working with financial advisors or wealth management platforms.
- CLU, ChFC, or other relevant industry certifications.
#LI-Hybrid
Pay Range:
$109,283.00 - $182,104.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
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. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Skills Required
- Bachelor's degree in Business Administration, Finance, Marketing, or a related field
- 2-5 years of experience in product management
- At least 5 years of experience in the insurance or financial services industry
- Proven track record of launching and managing insurance products
- Deep understanding of insurance products, including life, annuities, long-term care, disability, and related regulatory requirements
- Strong analytical skills with the ability to interpret market data, financial models, and customer insights
- Excellent communication, presentation, and interpersonal skills
- Ability to think strategically and execute tactically
- Experience working with financial advisors or wealth management platforms
- CLU, ChFC, or other relevant industry certifications
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
