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:
This is an Assistant Vice President position in Advisor Experience as a product owner for the Personalization and Business Configurator product. As a trusted business partner, you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions.
Responsibilities:
- Be the subject matter expert on our users and their needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from internal partners
- Define mid-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones
- Develop and monitor metrics to track the success of products and features and inform future iterations
- Work with a diverse group of cross-functional teams to ensure creative and continuous improvements
- Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs
- Work closely with Product Management to create and maintain a vision, road-map, growth opportunities, and product backlog according to business value or ROI
- Lead the planning of product release plans and set the expectation for delivery of new functionalities with PI roadmaps
- Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
- Set direction for Agile development teams and stakeholders throughout the project and facilitate requirements
- Plan and prioritize product feature backlog and development for the product
- Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy
- Provide backlog management, iteration planning, and elaboration of the user stories
- Research and analyze market, the users, and the roadmap for the product
What are we 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 client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
- 5-7 years experience hands-on experience with business & systems requirements processes
- 5-7 years of product owner experience or relevant business work experience.
- Bachelor’s or in Computer Science, Information Systems, Business, or other related fields
- 3-5 years experience in a financial services or wealth management industry
Core Competencies:
- Demonstrated experience as Product Lead, Manager or Owner
- Successfully engage in multiple initiatives simultaneously.
- Must be comfortable in rapidly changing and sometimes ambiguous work situations.
- Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast-paced environment
- Exceptional customer focus with a strong bias for action
- Demonstrated problem solving, organizational and time management skills
- Collaborative team player
- Excellent oral and written communication skills
Preferences:
- Broker dealer, investment bank, or RIA product experience in financial services environment
- Masters Degree preferred
- Experience in Fintech and/or Financial Services
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
- 5-7 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 financial services or wealth management
- Experience as a Product Lead, Product Manager, or Product Owner
- Ability to manage multiple initiatives simultaneously
- Ability to work independently in rapidly changing and ambiguous situations
- Strong customer focus, problem-solving, organizational, and time-management skills
- Excellent oral and written communication skills
- Broker-dealer, investment bank, or RIA product experience
- Master's degree
- Fintech and/or financial services experience
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.
