VP, Product Management, Workflows Transformation

Posted 8 Hours Ago
Be an Early Applicant
3 Locations
In-Office
136K-227K Annually
Senior level
Fintech
The Role
The VP of Product Management will lead workflow transformation, ensuring successful delivery of operations products that enhance efficiency and advisor experience. They will guide teams in automation and AI application while developing product leadership within the organization.
Summary Generated by Built In

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.

Are you passionate about transforming complex operational workflows into scalable, resilient systems that deliver real business impact? At LPL Financial, we’re looking for a senior product leader who thrives at the intersection of Operations, Technology, Automation, and AI — someone ready to lead enterprise‑scale transformation in a highly regulated environment while developing the next generation of product leaders.

Job Overview

LPL Financial is seeking a Vice President, Product Management within the Product Management organization to lead workflow transformation across Operations. This role is accountable for the end‑to‑end delivery of an Operations Transformation portfolio, including strategy, execution, adoption, and sustained value realization across automation‑led and AI‑enabled (where applicable) workflow products.

The VP is accountable for outcomes — ensuring that high‑impact operational workflows are transformed into well‑architected, orchestrated systems that improve advisor experience, increase operational efficiency, and support safe, compliant growth. This leader thinks beyond individual workflows, focusing on the health, resilience, and performance of the broader operational system.

As a senior partner to Operations, Technology, Data, and Risk leaders, the VP applies an automation‑first, AI‑informed product strategy grounded in systems thinking. In addition, this leader builds and develops a high‑performing team of Product Owners and Product Managers, setting a high bar for execution, systems‑level thinking, and responsible AI usage.

Responsibilities:

Product Ownership & Delivery Accountability

  • Own end‑to‑end delivery and outcomes for Operations workflow products, accountable for strategy, execution, adoption, and realized business value.

  • Define product priorities, success metrics, and investment tradeoffs aligned to enterprise and Operations objectives.

  • Ensure consistent delivery of measurable improvements in advisor experience, cycle time, risk reduction, and operational efficiency.

  • Establish clear accountability models, delivery standards, and governance mechanisms across teams.

Automation‑Led & AI‑Enabled Transformation Strategy

  • Set domain strategy for workflow transformation with an automation‑first mindset and selective, responsible use of AI.

  • Guide teams in balancing deterministic automation, orchestration, and AI‑assisted decisioning based on value, risk, and explainability.

  • Partner with Engineering, Architecture, Data, and Risk & Compliance to ensure solutions are compliant, scalable, resilient, and governable.

  • Ensure workflows are data‑driven and AI‑ready where appropriate, without introducing unnecessary complexity or risk.

Portfolio & Product Leadership

  • Oversee a portfolio of workflow products, ensuring alignment between roadmaps, delivery capacity, and Operations priorities.

  • Review and challenge product strategies, roadmaps, and backlogs to maintain focus on outcomes over outputs.

  • Act as an escalation point for delivery risks, dependencies, and cross‑team tradeoffs.

People Leadership & Talent Development

  • Build, lead, and develop a high‑performing team of Product Owners and Product Managers.

  • Set clear expectations for ownership, execution quality, and product thinking; coach leaders on delivery discipline and stakeholder management.

  • Provide ongoing feedback, performance management, and career development.

  • Foster a culture of accountability, continuous improvement, and learning — especially around automation and responsible AI.

Stakeholder Leadership & Executive Governance

  • Serve as a senior execution partner to Operations, Technology, Data, and Risk executives.

  • Lead governance forums with transparent reporting on delivery progress, benefits realization, risks, and tradeoffs.

  • Influence enterprise priorities and funding decisions through data‑driven business cases and outcome reporting.

Enterprise Digital & AI Transformation Leadership

  • Play a visible leadership role in LPL’s digital and AI transformation across Operations.

  • Establish and scale best practices for workflow product ownership, portfolio management, and responsible AI adoption.

  • Act as a thought leader and role model for modern product management at LPL.

What Are We Looking For?

A strategic, outcomes‑driven product leader with deep experience transforming operational workflows at scale — someone who combines strong systems thinking, executive influence, and people leadership with a practical, responsible approach to automation and AI in a regulated environment.

Requirements

  • 10+ years of experience in product management, consulting, or technology‑enabled transformation, preferably within financial services or other regulated industries.

  • 10+ years experience leading portfolio‑level product delivery with accountability for outcomes across multiple teams or initiatives.

  • Proven track record delivering large‑scale workflow transformation in Operations, servicing, or back‑office environments.

  • 2+ years experience leveraging automation and AI‑assisted capabilities (e.g., decisioning, classification, human‑in‑the‑loop workflows) to improve operational efficiency or quality.

  • 5+ years experience as a people leader with experience managing, developing, and mentoring Product Managers and Product Owners.

Core Competencies

  • Enterprise product and delivery leadership

  • Systems thinking and outcome‑driven execution

  • Automation‑first, AI‑informed product strategy

  • Executive communication and governance

  • Talent development and organizational impact

Please note: This position does not offer work authorization sponsorship now or in the future. Applicants must have valid U.S. work authorization that does not require employer sponsorship.


 

Pay Range:

$135,960.00 - $226,600.00
 
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) 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 or technology-enabled transformation
  • 10+ years experience leading portfolio-level product delivery with accountability for outcomes
  • Proven track record delivering large-scale workflow transformation in Operations
  • 2+ years experience leveraging automation and AI-assisted capabilities
  • 5+ years experience as a people leader

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.

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Lansweeper Logo Lansweeper

Enterprise Account Executive

Cloud • Information Technology • Software
Hybrid
Austin, TX, USA
404 Employees
1M-1M Annually

Rapid7 Logo Rapid7

Software Engineer

Artificial Intelligence • Cloud • Information Technology • Sales • Security • Software • Cybersecurity
Remote or Hybrid
Austin, TX, USA
2400 Employees

PNC Bank Logo PNC Bank

Software Engineer

Machine Learning • Payments • Security • Software • Financial Services
Remote or Hybrid
USA
55000 Employees

PNC Bank Logo PNC Bank

Senior Software Engineer

Machine Learning • Payments • Security • Software • Financial Services
Remote or Hybrid
USA
55000 Employees
80K-209K Annually

Similar Companies Hiring

Rain Thumbnail
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
New York, NY
100 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account