AVP, Trading Platform Product Owner
Apply NowCompany: LPL Financial Holdings, Inc.
Location: Fort Mill, SC 29708
Description:
Job Overview:
LPL Financial is seeking an AVP, Product Owner within LPL's Product Management, one of the most visible departments in our organization. As a trusted business partner you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decision in our Advisory Investment Management platforms, focusing on advisor experience, operational efficiency, model management, money manager integration, trading platforms, and related technology and vendor solutions.
To be successful in this role, the candidate should have strong understanding of complexities in how financial professionals run their practice with focus on advisory business, centralized portfolio management teams operations, UMA account structures and interactions between parties involved in account management, and detailed understanding model and portfolio construction. Having a consulting mindset and good understanding of the financial services and the regulatory environment we operate, as well as Agile software development and management is critical. The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.
The AVP, Product Owner helps bring purpose to the Scrum Team and is charged with maximizing the value of the team's work. The Product Owner maintains the Product Backlog and works closely with Stakeholders, Customers, and the Business to cultivate and nurture a community around the product. The Product Owner is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product Owner provides "who, what, and why" so that the Scrum Team can answer "how."
Responsibilities:
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:
Core Competencies:
Pay Range:
$106,088-$176,813/year
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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
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?
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.
EAC1.22.25
LPL Financial is seeking an AVP, Product Owner within LPL's Product Management, one of the most visible departments in our organization. As a trusted business partner you will drive outcomes, lead cross-functional teams, drive strategy and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decision in our Advisory Investment Management platforms, focusing on advisor experience, operational efficiency, model management, money manager integration, trading platforms, and related technology and vendor solutions.
To be successful in this role, the candidate should have strong understanding of complexities in how financial professionals run their practice with focus on advisory business, centralized portfolio management teams operations, UMA account structures and interactions between parties involved in account management, and detailed understanding model and portfolio construction. Having a consulting mindset and good understanding of the financial services and the regulatory environment we operate, as well as Agile software development and management is critical. The candidate needs to lead interactions with customers, business leads, cross-functional teams internally and external business partners to drive key outcomes in support of our strategy.
The AVP, Product Owner helps bring purpose to the Scrum Team and is charged with maximizing the value of the team's work. The Product Owner maintains the Product Backlog and works closely with Stakeholders, Customers, and the Business to cultivate and nurture a community around the product. The Product Owner is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product Owner provides "who, what, and why" so that the Scrum Team can answer "how."
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 LPL 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:
- 5-10+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
- 2+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
Core Competencies:
- Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
- Flexibility and organizational change management experience.
- The ability to work in a cross-functional team and drive outcomes without having direct authority.
- Expert communication skills, both written and oral, with ability to present materials to all levels in the organization and serve as one of the recognized subject matter experts on the team.
- Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases.
- Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives.
- Actively anticipates, identifies, and manages risks within position scope and at the company.
Pay Range:
$106,088-$176,813/year
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) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
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.
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.
EAC1.22.25