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:
LPL Financial is seeking a VP, Product Management & Strategy within LPL's Advisor Experience organization. This highly visible leadership role sits at the intersection of Product, Operations, Technology, Risk, Compliance, and Advisor Solutions, driving strategic initiatives that improve advisor experiences, operational efficiency, and business outcomes.
The ideal candidate will bring deep financial services experience, including knowledge of custody and non-custody platforms, data feeds, APIs, investment and retirement products, and the regulatory environment. This leader will own complex business capabilities from strategy through execution, partnering across business and technology teams to deliver transformational initiatives.
Beyond traditional product management, this role requires strong operational leadership, governance, and stakeholder management skills. The VP will help define product strategy and roadmap priorities, establish scalable operating models, drive process improvements, manage cross-functional dependencies, and ensure alignment with business objectives.
Success in this role requires the ability to influence executive stakeholders, lead enterprise-wide programs, balance client experience with risk and controls, and deliver measurable results in a fast-paced, highly regulated environment.
The VP will work closely with product teams, business leaders, and technology partners to prioritize investments, improve operational performance, develop governance and reporting frameworks, and drive execution against strategic goals. This leader will serve as a key partner to senior leadership, providing the insights, transparency, and direction needed to support LPL's continued growth and digital transformation.
Responsibilities:
Meet with Stakeholders to understand the strategic vision for the Product
Collaborate with the Product Manager to define Features
Break Features down to User Stories and prioritize the Product Backlog
Be a conduit between the Scrum Team and the Business to eliminate interruption
Drive collaboration and coordination across business and technology throughout the development process
Communicate with stakeholders, end users, business and IT and manage partner their expectations
Bring business expertise that prioritizes and accepts the work developed by team(s)
Assist the Scrum Team with creating Acceptance Criteria and defining the team’s “Definition of Ready” and ‘Definition of Done”
Be available to the Scrum Team to answer questions about the Product by attending Scrum Ceremonies
Review User Stories to ensure all defined Acceptance Criteria has been met
Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review
Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business, and set the team up for success
Contribute to the efforts of the Digital Transformation and Product Management team by executing strategies that help CLR evolve into an industry leading organization, delivering enviable digital functionality and customer experiences.
Contribute to the governance and production of the department’s executive-level dashboard, which includes key performance metrics that provide transparency and a view into our progress towards achieving strategic objectives
Establish effective working relationships with all stakeholders and ensure effective portfolio communications
Ensure effective reporting of all products to enable stakeholders, sponsors and management to make appropriate decisions
Formulate, organize and monitor inter-connected products and initiatives
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:
Minimum 15+ years of experience across product management, business transformation, strategy execution, operations leadership, program management, or related leadership roles within financial services.
Minimum of 12 years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
Minimum of 5 years as a Product Owner and/or Manager working with Agile/Scrum
Experience owning enterprise products, operating models, or business capabilities with significant regulatory, operational, or client impact.
Core Competencies:
Demonstrated success leading large transformation programs involving business process redesign, technology modernization, and organizational change.
Strong understanding of governance, risk management, controls, audit, and regulatory environments.
Experience developing executive-level reporting, metrics, business cases, and strategic planning materials.
Proven ability to influence executive stakeholders and drive alignment across large organizations.
Experience working within Capital Markets, Wealth Management, Brokerage, Custody, Retirement Services, or related financial services domains.
Operational Leadership – Builds scalable operating models and drives execution across complex organizations.
Product Strategy – Defines product vision, roadmap, and priorities aligned to business goals.
Agile/Scrum Execution – Leads backlog management and guides teams to deliver high-value solutions.
- Business Transformation – Leads backlog management and guides teams to deliver high-value solutions.
- Capital Markets & Wealth Management Expertise - Applies deep understanding of financial products, market structure, regulatory requirements, and operational workflows.
Cross-Functional Leadership – Aligns business and technology teams to drive execution and outcomes.
Data-Driven Decision Making – Uses metrics and insights to inform product and business decisions.
Client Focus – Prioritizes solutions that enhance advisor and client experience.
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 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.
EAC 5.19.26
Skills Required
- Minimum of 15 years of experience in product management, consulting, program & project management
- Minimum of 12 years participating in leading strong, high-performing teams in an agile environment
- Minimum of 5 years as a Product Owner and/or Manager working with Agile/Scrum
- Ability to work well in a fast-paced, changing environment
- Ability to work with offshore teams
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.
