AVP, Technology Product Owner

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Be an Early Applicant
San Diego, CA, USA
In-Office
178K-188K Annually
Fintech
The Role

Name of Employer:      LPL Financial LLC

Position Title:             AVP, Technology Product Owner Req# 000185

Hours:                         40 hours per week

Salary Range:             $178,000 - $188,000 per year

Location:                     4707 Executive Drive, San Diego, CA 92121

Telecommuting:          Applicants are permitted to work remotely from an at-home work site anywhere in the United States

JOB DUTIES: Researches, designs, and develops a technical road-map, growth opportunities, strategies to remain competitive, and a product pipeline based on business value or return on investment (ROI). Maintains Agile and Scrum best practices for the team. Leads product release planning and establishes expectations for delivery of new technical functionalities. Mitigates impediments impacting successful completion of Release and Sprint. Sets direction for Agile development team and stakeholders throughout the project and create requirements. Reviews development backlogs, product demonstrations, design sessions, sprint planning, program increments, solution architecture and software engineering to deliver value through frequent product releases. Using Kafka framework, Swagger, Postman, or similar technologies for understanding Application Program Interface (API) documentation and testing. Drives insights and recommendations from feedback from advisors, internal stakeholders, and key enterprise partners. Collaborates with stakeholders to evaluate build versus buy decisions to support the product application suite and architecture. Communicates architectural diagrams and technology stack capabilities.

REQUIREMENTS: Bachelor's degree in Computer Science, Computer Engineering, Information Technology, or a related field (willing to accept foreign education equivalent) and five (5) years of experience as an AVP, Technology Product Owner (or related occupation) managing cross-functional release planning and product delivery, and using Jira and Aha to build, plan, and mitigate product defects and roadmaps (stack ranking and prioritization).

Alternatively, Master's degree in Computer Science, Computer Engineering, Information Technology, or a related field (willing to accept foreign education equivalent) and three (3) years of experience as an AVP, Technology Product Owner (or related occupation) managing cross-functional release planning and product delivery, and using Jira and Aha to build, plan, and mitigate product defects and roadmaps (stack ranking and prioritization).

Must also possess the following (quantitative experience requirements not applicable to this section):

  • Demonstrated Expertise (“DE”) using financial modeling and forecasting in a fintech environment; measuring financial performance using data and reporting analytics methodologies; and using whiteboarding technology, Miro or Lucid spark to create space to collaborate on idea, application flow, building, experience options, and roadmap planning.

  • DE coordinating product release planning (cross functionally) when dependencies exist between product releases; mitigating impediments impacting completion of Release and Sprint using Jira release feature, Jira Query Language (JQL) to manage Jira tickets efficiently, and creating Jira dashboards and plans.

  • DE articulating design changes and modifications to customer centric applications using Figma files; and performing data analytics and visualizations using Excel, Tableau, PowerBI, and Alteryx to understand customer trends and applications usage.

  • DE developing high quality user stories, business architecture, and solution architecture; writing user stories and acceptance criteria in Gerkin language; using Lucid chart to create business system process flow; creating documentation for application and requirements using confluence, SharePoint, and BOX; and contributing to the product lifecycle using SQL queries, UI/API code, development tools, version control systems (Git), scaled agile (SAFe) development processes, and Agile methodologies.


 

Pay Range:

$178,000 - $188,000
 
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.

EAC1.22.25

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The Company
HQ: San Diego, CA
8,926 Employees
Year Founded: 1989

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.

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