AVP, Product Manager- Advisor M365 and Email Experience

Job Overview:
A Microsoft M365 and Email Product Manager is responsible for driving the development and strategy of the Microsoft 365 (M365) platform for LPL advisors, with emphasis on the email product. They collaborate with cross-functional teams, including engineering, marketing, sales, service, and vendor management to define product features, prioritize development tasks, drive communication strategy, and align with business goals. 

Responsibilities:

• Product Vision and Strategy

• Define the long-term vision and strategy for suite of apps included in the Microsoft 365 (M365) platform used by LPL advisors with emphasis on email product. Consider user needs, scalable delivery, and cost/benefit. Secure funding needed to fulfill the strategy. 

• Understanding Customer Needs

• Product Managers actively listen to customer feedback and conduct market and product research to identify pain points and unmet needs.

• Roadmap Development

• Create and maintain a product roadmap that aligns with business goals and customer requirements. 

• Feature Definition and Prioritization

• Identify and prioritize features based on user feedback, product research, and business objectives.  Includes being able to analyze the potential benefits and drawbacks of different approaches, making informed decisions about which solutions to prioritize.

• Cross-Functional Collaboration

• Drive collaboration across engineering, design, marketing, sales, service, risk management and vendor teams to ensure alignment and effective execution of the product strategy. 

• Data-Driven Decision Making

• Utilize data and analytics to inform product decisions, measure success, and track performance. 

• User Advocacy

• Interact directly with LPL advisors to gather insights on the user experience. Represent the voice of the customer and advocating for a user-centric approach in all product decisions. 

• Stakeholder Management

• Build strong relationships with internal and external stakeholders, including customers, partners, and executive leadership. 

• Problem Solving

• Identify and resolve issues that hinder the execution of projects and ensure the timely delivery of high-quality features. 

What We’re Looking For
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are exceptional teammates, and can execute in a way that encourages creativity and continuous improvement. We need someone with a firm understanding of Microsoft’s complex product offerings and strong understanding of our advisors’ business needs to drive. We need curious learners with bias for action based on those learnings. 

Requirements:

• Bachelor’s degree in a related field. Advanced degree preferred.

• 7+ years of experience in product management within a financial service or related fintech firm.​

Core Competencies:

• •Strong team player with the ability to work effectively in a group and independently.

• Must be able to take initiative and “make things happen” with timelines and deadlines, self-starter, and independent contributor.

• Good understanding of use cases development, articulation of user needs, user story creation and backlog management.

•  Skilled with process design and documentation. 

• Ability to prepare and deliver executive-level presentations.

• Strong financial acumen with experience developing business cases, securing funding from internal stakeholders.

• Ability to collaborate effectively with cross-functional teams.

• Strong process design and process documentation skills. 

• Passion for delivering exceptional user experiences. 

Preferences:

• Experience with data analysis and reporting.

• Experience with vendor management and contracts. 

• Experience in agile methodology preferred.

•  Strong understanding of M365 platform and related apps with emphasis on email product.

• Experience in defining product vision and strategy.

• Experience with organizational change management.

• Experience developing customer and employee facing communications and digital help documentation. Excellent communication and presentation skills to levels of leadership.

 

Pay Range:

$106,088-$176,813/year
 Actual 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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

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.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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.

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