VP, Product Management

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

The VP of Product Management will be responsible for defining the product strategy and vision for a wide range of products across LPL’s account opening and maintenance platforms. The ideal candidate will have experience working at both a financial services organization as well as consulting/strategy firm where you led engagements focused on developing new product ideas or optimizing existing products. You will lead cross functional teams to develop and execute go-to-market strategies and launch plans for new and existing products, while also ensuring long term value creation for the business. Additionally, this individual will play a key role in shaping the overall direction of LPL’s product development efforts, including serving as the liaison between internal stakeholders and external partners.

Responsibilities:

• Lead the product strategy and planning process for products and initiatives within LPL’s account lifecycle management platforms 

• Develop detailed business cases for new products, and make recommendations to senior leadership regarding prioritization and resource allocation 

• Partner with cross functional teams such as sales, marketing, operations, compliance, risk, finance, and technology to define requirements and ensure successful execution of product initiatives 

• Work closely with product owners and agile delivery teams to plan and execute sprints and releases 

• Conduct competitive research and analysis to identify opportunities and inform product decisions 

• Gather feedback from advisors and end users to inform product roadmaps and help shape future product enhancements 

• Provide subject matter expertise and thought leadership on industry trends and emerging technologies related to financial services and wealth management 

• Stay abreast of regulatory changes and evolving compliance considerations impacting financial services and wealth management, and incorporate implications into product strategy and planning 

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree required

• Significant experience (typically 7+ years) in financial services or wealth management, preferably within account management, custodial or client onboarding space 

• Experience working in a large, highly matrixed organization with exposure to global organizations 

• Strong understanding of financial markets, investments, and financial planning concepts 

• Proven track record of successfully managing complex projects and navigating ambiguous situations 

• Demonstrated ability to influence and drive results through others 

• Excellent written and verbal communication skills, with the ability to communicate effectively at all levels of the organization 

• Ability to travel occasionally ( 10%)

Preferences:

• Master’s in business administration

#LI-PA

Pay Range:

$132,000.00 - $220,000.00

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!

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 are one 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.

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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.