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 an AVP, Product Owner within LPL’s Advisor Experience, one of the most visible departments in the organization. This role serves as a trusted business partner responsible for driving outcomes, leading cross-functional collaboration, and contributing to strategic decision-making through thoughtful analysis. The position plays a key role in supporting LPL’s ongoing digital transformation by aligning product delivery with business objectives.
The AVP, Product Owner is accountable for maximizing the value delivered by the Scrum Team, maintaining the product backlog, and ensuring alignment between stakeholders, customers, and development teams. This role partners across business and technology to define product roadmaps, refine requirements, and deliver solutions that enhance advisor and client experiences.
Responsibilities:
Partner with stakeholders to understand and align on the strategic vision for assigned products
Collaborate with Product Managers to define and refine product features
Decompose features into user stories and prioritize the product backlog
Act as a liaison between Scrum Teams and business stakeholders to streamline communication and minimize disruption
Drive cross-functional coordination across business and technology teams throughout the product lifecycle
Communicate with stakeholders, end users, and partners to manage expectations and ensure alignment
Provide business context to inform prioritization and acceptance of delivered work
Support the Scrum Team in defining acceptance criteria, Definition of Ready, and Definition of Done
Participate in Agile ceremonies and remain accessible to the team for product-related questions
Review completed user stories to validate acceptance criteria and quality standards
Lead product demonstrations and gather feedback during sprint reviews
Represent the Scrum Team in program-level discussions and maintain awareness of broader initiatives
Advocate for team capacity and capabilities while setting appropriate expectations with stakeholders
Contribute to digital transformation initiatives by executing strategies that enhance client experiences
Support development of executive-level dashboards and reporting of key performance metrics
Establish and maintain effective communication across stakeholders and leadership
Monitor and report on product progress to support informed decision-making
Coordinate and oversee interconnected product initiatives and dependencies
What are we looking for?
We are seeking individuals who consistently pursue greatness, act with integrity, and are driven to help our clients succeed. The ideal candidate thrives in a fast-paced environment, fosters collaboration to win together, and contributes to a positive team culture by helping to create and share joy while delivering meaningful outcomes.
Requirements:
Minimum of 8 years of experience in product management, consulting, program, or project management within financial services or fintech
Minimum of 5 years of experience working in Agile environments with cross-functional teams
Minimum of 3 years of experience serving as a Product Owner in a Scrum framework
Preferences:
Experience working with financial industry data feeds and APIs
Knowledge of investment and retirement products and financial industry trends
Core Competencies:
Agile/Scrum Execution – manages backlog and guides teams to deliver high-value solutions.
Cross-Functional Leadership – Aligns business and technology teams to drive execution and outcomes.
Stakeholder Management – Communicates effectively and manages expectations across all levels.
Data-Driven Decision Making – Uses metrics and insights to inform product and business decisions.
Client Focus – Prioritizes solutions that enhance advisor and client experience.
#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
- 5-10+ years of experience in product management, consulting, program, or project management within financial services or fintech
- 5+ years of experience working in Agile environments with cross-functional teams
- 3+ years of experience serving as a Product Owner in a Scrum framework
- Experience working with financial industry data feeds and APIs
- Knowledge of investment and retirement products and financial industry trends
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.
