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Product Manager

Job ID: R-020746 Date posted: 03/01/2022 Primary Location TX-Austin Other Locations SC-Fort Mill , CA-San Diego

Do you enjoy exploring complex problems and planning enhancements to advance critical platform capabilities? Do you want to be a part of leading the implementation of new offerings through participation in and evaluation of prototypes and pilots? 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:

The Portfolio Data Reconciliation (PDR) and Overlay Portfolio Management Group (OPMG) operational teams rely on key systems to enable the scaling of reconciliation and trading activities. These activities can encounter blockers due to exception conditions which require manual intervention and time-consuming remedies from two or more operational areas. As LPL continues expansion of advisory platform capabilities ranging from householding, margin, cash & unmanaged sleeves, and fixed income sleeves, the key portfolio accounting workflows and integrations need to be improved and enhances to ensure our operations teams can keep up with business growth. As AVP, Product Manager, you will be responsible for representing portfolio accounting needs and solutions as it relates to how portfolio accounting enables the evolution of advisory accounts.


  • Uncover system or operational issues that are or could become barriers to continued investment program evolution.

  • Analyze complex operational procedures and system integrations in order to clearly define problem statements and identify feature gaps.

  • Coordinate and prioritize business and operations objectives and transform into actionable backlog of enhancements.

  • Manage backlog, provide clear requirements, and establish effective testing plans with internal technology resources and external vendors

  • Track and Communicate project status and timelines to relevant stakeholders

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.


  • Experience with portfolio accounting concepts and systems, specifically with sleeve accounting

  • Relevant subject matter includes, but is not limited to expertise with transaction reconciliation with custodians, corporate action processing, sleeve tagging or sub accounting, trade corrections, performance reporting computation, and billing value methods

  • Focus on a specialized functional and operational areas of advisory and managed account infrastructure

Core Competencies:

  • Expectations for this role will be to pro-actively lead portfolio accounting capabilities forward in concert with cross-functional sets of priorities, while also working in details by closely cooperating with operational users to clearly understand problems and procedures


  • IBOR/Portfolio Accounting system for Unified Managed Accounts experience is preferred

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 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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