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:
LPL Financial is seeking a strategic, innovative, and results-oriented leader to join the Capital Partners Team as an Assistant Vice President (AVP), Product Management. This role will be responsible for overseeing the product strategy, development, enhancement, and ongoing management of the Capital Partners suite of advisor solutions.
Capital Partners plays a critical role in LPL's organic and inorganic growth strategy by helping advisors address some of the most important financial and business decisions of their careers. The team delivers a broad range of solutions including Partial & Full Book Sales, Brokerage Services, Liquidity & Succession (L&S), Partial Liquidity Solutions, Minority Stake Investments, Revenue Purchase Programs, Asset Referral Programs, and the development of future advisor-focused offerings.
As AVP, Product Management, you will establish and execute the strategic vision for the Capital Partners product portfolio, working closely with sales, operations, marketing, legal, compliance, technology, and executive leadership teams. You will be responsible for ensuring current solutions continue to evolve and scale while identifying new opportunities that enhance advisor outcomes and accelerate business growth.
This role is ideal for a candidate who combines strategic thinking with execution excellence and enjoys bringing innovative solutions to market.
In this role, you will help drive LPL's growth by:
- Developing and executing a comprehensive product strategy across the Capital Partners platform
- Identifying and launching new solutions that address advisor lifecycle and succession planning needs
- Enhancing advisor experiences through continuous product innovation and process improvement
This position is ideal for someone who is highly collaborative, entrepreneurial, data-driven, and passionate about delivering meaningful business outcomes.
Responsibilities:
- Develop and execute the long-term product vision and roadmap for the Capital Partners suite of solutions
- Own the lifecycle management of existing products, ensuring continued relevance, scalability, and advisor adoption
- Identify market opportunities, advisor needs, and industry trends to inform future product development initiatives
- Partner with sales, relationship management, operations, legal, compliance, technology, and marketing teams to deliver product enhancements and new offerings
- Define product requirements, business cases, success metrics, and implementation plans for strategic initiatives
- Monitor key business metrics and advisor feedback to evaluate product performance and identify improvement opportunities
- Lead cross-functional teams through product launches, enhancements, and major strategic initiatives
- Deliver executive-level reporting and recommendations regarding product strategy, performance, and investment priorities
- Establish processes and governance frameworks to support product management best practices across Capital Partners
- Serve as a subject matter expert across Capital Partners products, advisor succession planning strategies, and M&A-related solutions
- Drive innovation through the creation, evaluation, and launch of new products and services that support advisor growth, transition, liquidity, and succession objectives
- Collaborate with internal stakeholders and external partners to strengthen LPL's position as a market leader in advisor lifecycle solutions
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
- 5+ years of experience in product strategy, consulting, corporate strategy, sales enablement, and/or business development.
- Bachelor's degree in Business, Finance, Economics, Marketing, or related discipline; advanced degree preferred
- 5+ years' experience developing, managing, and scaling business products or advisor-facing solutions
- 5+ years' experience leveraging data and advisor insights to drive decision-making and product improvements
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
Core Competencies:
- Knowledge of financial services, wealth management, advisor business models, succession planning, M&A, or practice management
- Ability to articulate LPL's business model, advisor lifecycle needs, and Capital Partners value proposition
- Entrepreneurial mindset with a track record of identifying opportunities and driving results
- Ability to lead cross-functional initiatives and influence stakeholders across all levels
- Strong strategic thinking, analytical, and problem-solving skills
- Experience building business cases, product roadmaps, and prioritization frameworks
- Strong project management and organizational capabilities
- Excellent communication, presentation, and stakeholder management skills
Preferences:
- Familiarity with Salesforce, product management tools, and business analytics platforms
- Experience launching products from concept through commercialization
- Experience leading enterprise-wide strategic initiatives with measurable business impact
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
- 5+ years of experience in product strategy, consulting, corporate strategy, sales enablement, and/or business development
- Bachelor's degree in Business, Finance, Economics, Marketing, or a related discipline
- 5+ years of experience developing, managing, and scaling business products or advisor-facing solutions
- 5+ years of experience leveraging data and advisor insights to drive decision-making and product improvements
- Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Outlook
- Advanced degree
- Familiarity with Salesforce, product management tools, and business analytics platforms
- Experience launching products from concept through commercialization
- Experience leading enterprise-wide strategic initiatives with measurable business impact
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.
