Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly, our employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
This role serves as the single point of accountability for the end‑to‑end Microsoft 365 (M365) digital workplace experience across all advisors, ensuring a consistent, secure, and productivity‑focused environment. The VP combines strategic product management with hands‑on product ownership, owning the full lifecycle of M365 capabilities from intake and prioritization through delivery, launch, and adoption. This role builds and leads a team of product managers and product owners and reports to the SVP, Product Management within the Advisor Engagement and Productivity organization.
Responsibilities:
Define and drive the product vision for the advisor digital workplace across Microsoft 365 platforms including Outlook, Teams, SharePoint, OneDrive, and Office applications
Establish and maintain a unified, scalable operating model supporting both W2 and 1099 advisor environments
Own a single consolidated M365 backlog and roadmap aligned to advisor productivity outcomes and business value
Serve as Product Owner for M365 initiatives within PI planning and execution, owning prioritization and scope decisions
Partner with Technology, EPMO, Compliance, Risk, Operations, and Service teams to manage dependencies and delivery outcomes
Lead advisor onboarding enablement including Day 1 readiness for email, collaboration, and file access
Define standardized digital workplace offerings such as role‑based provisioning and packaged M365 solutions
Own lifecycle management for third‑party tools integrated into the M365 ecosystem
Establish governance and compliance standards across email, Teams, document management, and external collaboration
Build, develop, and lead a team of product managers and product owners with clear accountability and performance expectations
What Are We Looking For?
We’re looking for a leader who is committed to pursue greatness, act with integrity, and is driven to help our clients succeed by delivering a seamless and productive advisor digital workplace. This role requires someone who can win together across highly matrixed partners while fostering a culture that helps teams create and share joy through clarity, ownership, and impact.
Requirements:
10+ years of experience in product management, digital workplace, or enterprise productivity platforms
5+ years of experience owning or managing Microsoft 365 capabilities
5+ years of experience leading product managers or product owners as a people leader
Experience owning an end‑to‑end product lifecycle including intake, prioritization, roadmap management, delivery, and adoption
Experience partnering with Technology, Compliance, and Risk teams in a regulated enterprise environment
#LI-Hybrid
Pay Range:
$135,960.00 - $226,600.00Actual 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 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.
EAC12.9.25
Skills Required
- 10+ years of experience in product management, digital workplace, or enterprise productivity platforms
- 5+ years of experience owning or managing Microsoft 365 capabilities
- 5+ years of experience leading product managers or product owners as a people leader
- Experience owning an end-to-end product lifecycle including intake, prioritization, roadmap management, delivery, and adoption
- Experience partnering with Technology, Compliance, and Risk teams in a regulated enterprise environment
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.
