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AVP, Product Management

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Job ID R-025101 Date posted 08/19/2022 Primary Location SC-Fort Mill Other Locations CA-Remote , TX-Remote , CA-Remote ,CA-San Diego

Are you a team player with a growth mindset? 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:

The AVP of Investor Product is responsible for developing and executing the strategy to evolve the key components of LPL’s digital investor experience. This includes supporting our client facing website and mobile application as we continue to build out industry-leading capabilities, with an emphasis on both driving adoption and engagement. The AVP will partner with our internal design & research organization to understand advisor and investor needs, and deliver concepts that meet or exceed those needs. They will collaborate with LPL Technology to deliver a robust roadmap that rapidly evolves LPL’s investor offering across the board. The individual will be responsible for driving the execution of the roadmap working closely with technology and key partners. Lastly, and perhaps most importantly, this individual will interact with advisors and their teams to identify opportunities to improve the overall investor experience.

To be successful in this role, the AVP will exude a passion for being a product owner, with a focus on agile development and iterative delivery of solutions. Requires the ability to get into the details to solve problems, collaborate effectively, deliver solutions, and have the ability to roll up their efforts in a cohesive communication to internal partners, stakeholders, as well as to clients. Driving the roadmap and the execution of it as well as communicating its progress to a variety of audiences is critical. The outputs of the roadmap and execution drive the business outcomes, and this individual will understand how to work with analytic partners to measure the success of the team’s efforts.


  • Drives the creation and delivery of the Investor Product portfolio, with a focus on a superior client experience delivered through agile development.  This includes:

    • Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision

    • Create and prioritize user stories with a focus on providing the highest value to customers

  • Works with a  diverse group of cross-functional teams to ensure creative and continuous improvements – with the goal of exciting our advisors and their clients, leading the market, and attracting additional business

  • Drive insights and practical recommendations using feedback from advisors, internal stakeholders and key partners across the enterprise

  • Deliver internal and external level updates, improvement recommendations and enable the development of new growth opportunities

  • Actively anticipates, identifies and manages risks within position scope and at the company

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 can execute in a way that encourages creativity and continuous improvement.


  • 2-5 years of experience in product management related roles, preferably within a broker-dealer, RIA, investment or financial services firm

  • 2-5 years of developing, cultivating and leading high-performing teams in an agile environment

  • Bachelor’s degree in a related field

  • Demonstrate business acumen and the ability to interact with partners, including developing, presenting and gaining approval on any business cases and funding requests needed to further drive the execution of the roadmap

  • Ability to work in a cross-functional team and drive outcomes, in some cases without having direct authority

Core Competencies:

  • Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute

  • Effective communication skills, both written and verbal, with ability to present materials to the all levels in the organization and serve as one of the recognized subject matter experts on the team

  • Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives

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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We take social responsibility seriously.

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