AVP, Product Manager

Job Overview:

We are seeking a strategic and execution-focused Product Manager to lead the vision, delivery, and operational excellence of our Request Management and Messaging platforms including homegrown technology for request tracking, notifications, and CRM custom development. This role ensure alignment across stakeholders, driving cross-functional initiatives, and delivering seamless agent experiences.

Responsibilities:

• Collaborate with engineering, UX, and vendor teams to deliver high-impact features and enhancements.

• Analyze product performance and user feedback to drive continuous improvement.

• Advise senior leadership as a strategic partner to ensure alignment across initiatives.

• Lead the planning, execution, and delivery of projects related to agent tools and operational enhancements.

• Develop and maintain comprehensive project plans, schedules, and resource allocations.

• Track progress, mitigate risks, and ensure timely delivery of milestones.

• Facilitate cross-functional planning, communication, and decision-making processes.

• Prepare executive-level updates, dashboards, and presentations to communicate project status and outcomes.

• Identify and eliminate blockers across teams to accelerate delivery.

• Support change management, training, and rollout activities for new features and tools.

• Document processes and ensure compliance with governance standards.

Requirements:

• Bachelor’s degree in a related field

• 5 plus years of experience in product management, management consulting, program & project management

• 5 plus years of developing, cultivating, and leading strong, high-performing teams in an agile environment.

Preferences:

• PMP, Agile/Scrum, or SAFe certification (preferred).

• Experience working with call center software

• Experience in the telephony and call center sector with a proven track record of deploying customer centric initiatives to drive improvement.

• Experience interacting with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests.

• Experience working in a cross-functional team and drive outcomes without having direct authority.

• Experience Jira, Confluence, Smartsheet, or MS Project

Core Competencies:

• Comfortable navigating ambiguity and driving clarity across teams.

• Expert communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team

• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

• Consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges

 

Pay Range:

$116,600-$194,400/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) 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 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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