AVP, IIS Product Manager at LPL Financial

| San Diego, CA
Sorry, this job was removed at 7:29 a.m. (CST) on Sunday, November 7, 2021
Find out who's hiring in Nationwide.
See all Product jobs in Nationwide
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
IIS Product Manager AVP Job Description

The Investor and Investment Solutions (IIS) organization is expanding its product management team and currently hiring a product leader to drive the management and execution of key advisor-facing experiences with a customer centered focus. This role must exude a passion for product management in a manner that results in the utmost satisfaction of our Advisors and their clients. The ideal candidate will have extensive Marketing and Sales technology knowledge, and must be comfortable driving outcomes across broad cross functional teams.

This role will be required to leverage their knowledge and skill set to work with our advisors and internal teams to deliver the technology and workflows that enable LPL to continuously improve our advisors' experience while ultimately providing them with best in class tools to manage their business. Collaboration with internal business partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.

Essential Functions:
  • A foundational understanding of product management and foundational models to influence and drive key outcomes relative to our strategic vision.
  • Drives the creation and maintenance of the product and portfolio roadmap and portfolio. This role requires strong communication skills to ensure the vision for the products we build is clear across key business units within the organization.
  • Works with a diverse group of cross-functional teams in a process-driven manner to ensure creative and continuous improvements - with the goal of exciting our advisor base, leading the market, and attracting additional business
  • Drive insights and practical recommendations from feedback from internal stakeholders and key partners across the enterprise
  • Provide executive level updates, improvement recommendations and enable the development of new growth opportunities
  • Work with business and technology teams to design and develop major components and key features of the products including writing functional specifications and user stories that communicate a clear and detailed blueprint of product releases including logic flows & wireframes
  • Rollout and train the team on new technologies including tracking and identifying bugs and open issues related to new releases
  • Research and recommend new marketing/ sales technology solutions, and ensure that all systems are tightly integrated with one another
  • Deeply understand our users by collecting and analyzing past and current user data, as well as researching for potential future requirements.
  • In partnership with the business leads, define technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.
  • Guide and support technology teams in building integrations with digital marketing/ sales tools and guide the design and development of native marketing technology tools.

Qualifications:
  • Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute.
  • Bachelor's degree in a related field; MBA or other advanced degree preferred
  • 4-7+ years of experience in Marketing Technology product management related roles within a financial services firm or highly regulated environment
  • Experience in authoring, reviewing and managing Business Requirements Documents and other critical documents in the SDLC process
  • Leadership and team change management experience
  • The ability to work in a cross-functional team
  • Effective communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serves as the recognized subject matter expert
  • Demonstrated ability to interact and demonstrate business acumen with senior leaders, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the Advisor Reporting roadmap
  • Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
  • Actively anticipates, identifies and manages risks within position scope and at the company
  • Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges


Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation's leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We areone team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it's like to work at LPL? Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits? 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 (800) 877-7210.
More Information on LPL Financial
LPL Financial operates in the Fintech industry. The company is located in San Diego, CA, Fort Mill, SC and Boston, MA. LPL Financial was founded in 1989. It has 8926 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 42 open jobs at LPL Financial, click here.
Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView LPL Financial's full profileFind similar jobs