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!

Excited to learn more? If so, then this could be the role 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:

ClientWorks is our comprehensive advisor workstation designed — and continually refined — to help financial advisors run their business more efficiently. This system offers a single location to access all client account types, access data, and process business. It includes tools for account opening, client management, trading, moving money, and more.

Our job on the ClientWorks Platform team is to ensure our users have a workstation that is intuitive and easy to use so that they have more time to engage with their clients and prospects. We look to deliver on this responsibility by:

• Simplifying the way in which our users access and manage their clients' information and making it easy to navigate to tools that allow them to take action on that data
• Being a force multiplier for other product areas by providing them with a foundation of common core capabilities that simplify their development process and help them align with our system standards and design principles

Responsibilities:

As an AVP, Product Management in the ClientWorks Platform domain, you'll:

• Determine advisor needs and desires through interviews, market research, competitive research and insights from our stakeholders to support the technology needs of our users.
• Define mid- and long-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.
• Develop metrics to assess the success of products and features and determine necessary enhancements.
• Support the implementation of new offerings through requirements gathering, requirements writing, testing, and participation in and evaluation of prototypes and pilots.
• Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team.
• Demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of concise oral and written communication.
• Sourcing latest technologies and maintain professional and technical knowledge by attending conferences; establishing personal networks; and participating in professional societies.
• Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision.
• Identifying requirements and writing user stories.
• Providing research, analysis, project management, and UAT testing support on a variety of strategic initiatives.
• Completing ad hoc assignments that assist in development and implementation of strategies and new processes.
• Synthesizing internal and industry data into themes and patterns to provide insights and data-driven recommendations.

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+ years of experience in product management or technical product ownership, with emphasis on platform products or infrastructure services.
• Experience in a client-facing role and/or the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred.
• Experience with agile frameworks such as SAFe, LeSS or Kanban in enterprise environments.
• Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations while serving as a recognized subject matter expert on the team.
• The ability to work in a cross-functional team and drive outcomes without having direct authority. Actively anticipates, identifies, and manages risks within position, scope and at the company.

Core Competencies:

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and the ability to frame complex issues.
• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives.
• Ability to build and foster enduring relationships with clients and cross functional teams.
• Ability to manage multiple simultaneous efforts across different projects.
• Empathy for the user experience and a passion for delivering outcomes that improve that experience.
• Entrepreneurial perspective, self-starter, ability to work with minimal supervision.

Preferences:

• Bachelor’s degree strongly preferred; an MBA is a plus
• Background in a client-facing role and/or the financial services industry a plus

Pay Range:

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.