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The Product Manager will lead product strategy and execution for investment reporting and statement platforms, focusing on client engagement and stakeholder collaboration across teams.

The AVP, Data Reporting Manager leads enterprise Business Intelligence strategies, oversees Tableau Cloud, and collaborates with teams to provide AI-driven analytics and governed data solutions.

Lead the Technology Governance program, develop strategies, uplift policies, collaborate with teams, and mentor staff in a financial services context.

Lead strategy and governance for LPL's Mandatory Regulatory (ManReg) investment portfolio. Own portfolio planning, prioritization, funding, financial performance, delivery health, executive reporting, and stakeholder governance across Compliance, Risk, Technology, Legal, and Operations. Drive executive decision-making, risk reduction, process improvements, automation and analytics adoption, and mentor governance teams to improve execution and regulatory compliance.

Lead and support technology and product transformation initiatives: manage workstreams, perform quantitative and qualitative analyses, build business cases and executive materials, track KPIs and program performance, coordinate stakeholders, and support implementation of process and operating model improvements to increase efficiency and value realization.

Lead strategy, health, and evolution of LPL's centrally managed advisory programs (UMA, SMA, MF/ETF wrap). Drive program adoption, asset growth, risk management, profitability, cross-functional initiatives, and advisor engagement.

Lead and develop a 5–10 person service team supporting financial professionals. Oversee new account processes, resolve complex service issues, ensure compliance and SLAs, monitor metrics, drive process improvements, manage staffing and performance, and lead cross-functional initiatives to improve advisor and client experience.

Support the Chief Legal Officer and Chief of Staff by overseeing day-to-day operations and high-priority projects. Manage board-related matters, conduct research and benchmarking, develop dashboards and analytics, prepare executive reports and presentations, drive cross-functional change initiatives, improve operational efficiency, support quarterly board prep, lead ad-hoc projects, advise on organizational design and workforce optimization, and partner with FP&A on budget and finance issues.

Drive Financial Advisor lead flow through phone-based prospecting, cold-calling (100 outreaches/day), email and social outreach. Qualify leads, present to regional directors, track KPIs in Salesforce, execute targeted campaigns, and develop skills for advancement to Internal Regional Director.

Manage and triage client feedback, ensure timely acknowledgments and closed-loop responses, coordinate SMEs, monitor trends/escalations, improve tooling and workflows, and drive governance and client-centric culture.