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AVP, IFS Product Manager

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Job ID R-025673 Date posted 09/21/2022 Primary Location TX-Austin Other Locations SC-Fort Mill , CA-San Diego

Are you ready to modernize a platform and be part of a team delivering creative solutions to help Financial Advisor’s serve the end-investor?

Do you enjoy process mapping and get excited solving complex puzzles?

Are you strong on follow-up with attention to detail?

If so, this role gives you the opportunity to join a start-up minded team to drive critical initiatives within LPL Financial!

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.

Investor Focused Solutions is a part of the LPL Services Group (LSG), a growing professional services company within LPL Financial that helps advisors and institutions execute on their biggest opportunities. Our human-led, tech-enabled services help our customers deliver great financial advice and run thriving businesses. Over 500 employees strong, we come to work each day dedicated to making an impact in lives of advisors, institutional partners, and investors.

Job Overview:

Part of LPL’s Planning and Advice Services group, the Investor Focused Solutions (IFS) team plays a central role in serving end-investors directly through a team-based, virtual call center model. This product manager role will serve as a critical partner to enhance the platform modernization efforts for advisors and operations specialists to improve efficiency and business effectiveness. In this role, you will be the bridge between vision and execution, defining requirements based on user research and business needs. You’ll work closely with a technical product owner, design, and engineering, but anchor in user needs. 

Responsibilities:

  • Determines business needs and desires through interviews, market research, competitive research and insights from our team to support the technology needs of IFS to support the end-investor and LPL Financial Advisors
  • Take an innovative and agile approach to enhancing existing products or building new products by partnering with vendors and LPL technology including defining wireframes, functional specifications and user stories  
  • Define and continually refine key attributes of existing and new offerings including the business case, economics, and operational model 
  • Define mid and longer 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

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.

What does your success look like in the first 90 days

  • Understand the business strategy and product vision clearly enough that you can pitch it and identify the key problems you’re focused on solving over the next 3 and 6 months
  • Become a subject matter expert on your users’ needs with respect to platform modernization and continuity of the client relationship
  • Take ownership of a roadmap and work closely with your design, technical PM, and dev lead to shape it
  • Assess our existing product portfolio and begin to structure a backlog
  • Set a vision for your product portfolio and lay the foundation to execute against


Requirements:

  • 3+ years of experience building digital products or technology-enabled services
  • Previous experience working with technical product teams to develop product strategies.
  • 3+ years of professional technology or business experience within product management, product design, or project management roles.
  • Major bonus points for: experience with IVR, call routing, and Salesforce Lightning

Preferences:

  • Preferred but not required: prior experience in finance services, SAFE (Scaled Agile for Enterprise), or CPM (Certified Project Manager) credential

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.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 (800) 877-7210.

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