AVP, 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 18,000 financial advisors, 800 institution-based investment programs and 450 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:

This is an Assistant Vice President position in Advisor Experience as a Product Owner for the Compensation products. 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 decisions.

Responsibilities:

• Be the subject matter expert on our users and their business needs and desires, through customer interviews, product analytics, user feedback sessions, and insight from internal partners
• Define mid-term product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones

• Develop and monitor metrics to track the success of products and features and inform future iterations
• Work with a diverse group of cross-functional teams to ensure creative and continuous improvements
• Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs
• Work closely with Product Management to create and maintain a vision, roadmap, growth opportunities, and product backlog according to business value or ROI
• Lead the planning of product release plans and set the expectation for delivery of new functionalities with PI roadmaps
• Provide an active role in mitigating impediments impacting successful team completion of Release/Sprint Goals
• Set direction for Agile development teams and stakeholders throughout the project and facilitate requirements
• Plan and prioritize product feature backlog and development for the product
• Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with product strategy
• Provide backlog management, iteration planning, and elaboration of the user stories
• Research and analyze market, the users, and the roadmap for the product

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:

• 5-7 years experience hands-on experience with business & systems requirements processes
• 5-7 years of product owner experience or relevant business work experience.
• Bachelor's or in Computer Science, Information Systems, Business, or other related fields

Core Competencies:

• Demonstrated experience as Product Lead
• Successfully engage in multiple initiatives simultaneously.
• Must be comfortable in rapidly changing and sometimes ambiguous work situations.
• Comfortable working independently, adapting to shifting priorities, demands and timelines in a fast-paced environment
• Exceptional customer focus with a strong bias for action
• Demonstrated problem solving, organizational and time management skills
• Collaborative team player
• Excellent oral and written communication skills

Preferences:

• Compensation or Registration product experience in broker dealer environment
• Bachelors Degree preferred
• Experience in Fintech and/or Financial Services

Pay Range:
$116,600-$194,400/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.

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