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AVP, Product Owner

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Job ID R-024351 Date posted 09/22/2022 Primary Location SC-Fort Mill

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.


The Product Owner maintains the Product Backlog and works closely with Stakeholders and Customers to cultivate and nurture a community around the product.

The Product Owner is a liaison between the Scrum Team and Stakeholders, and ensures the team is building the right product solutions at the right time. The Product Owner provides “who, what, and why” so that the Scrum Team can answer “how.”

The Product Owner helps stand up a product roadmap to meet the client’s needs, creates and prioritizes stories in the product backlog, refines stories with the team to ensure there are enough “ready” stories for the next few sprints, and, reviews and accepts stories once development and testing are completed. The Product Owner is required to make on-the-spot decisions regarding scope and requirements.

The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial knowledge. Practical and substantive experience with investments products such as, but not limited to; VAs, Structured Products, 529s, and Complex ETPs are a significant focus for this role. They will assist with the development and delivery of product solutions, and ensure creative and continuous improvements to our products, with the goal of exciting our advisors and making it easier for our employees to do their work.

This role will embrace strategic, entrepreneurial, analytical, product, and project management skillsets to support our growth and positioning across the entire wealth management market as LPL continues to expand.

We want strong collaboratorswho can deliver a world-class client experience, 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 will you do?

  • 80% Execution and 20% Strategy
  • Tactical focus of refining the “What”, “Why” and “When” priorities for the team
  • Create vision, execution roadmaps, and timeline for the product
  • Create, prioritize, and clarify Epics and Features in the backlog based on product roadmap, and resolved conflicts with priority
  • Primary story writer who ensures the backlog is clear, facilitates user story refinement and provides support to the BA and team, and articulates what needs to be accomplished
  • Participates in all team ceremonies
  • Partner with Product Manager on product discovery for Features/Stories in the backlog
  • Be a conduit between the Scrum Team and the Business to eliminate interruption
  • Meet with Stakeholders to understand the strategic vision for the Product
  • Communicates with stakeholders, end users, business and IT and manages their expectations
  • Business expert that prioritizes and accepts the work developed by team(s)
  • Balance work on current solutions and future opportunities and decide what will/will not remain in the Product Backlog
  • Assist the Scrum Team with creating Acceptance Criteria and defining the team’s “Definition of Ready” and ‘Definition of Done”
  • Be available to the Scrum Team to answer questions about the Product by attending Scrum Ceremonies
  • Review User Stories to ensure all defined Acceptance Criteria has been met
  • Showcase the Scrum Team’s accomplishments and receive feedback at Demo & Review
  • Represent the Scrum Team at SoS and keep a pulse on the direction of the Program
  • Be an advocate for the Scrum Team and explain their capabilities and limitations to the Business - set the team up for success

What does your success look like in the first 90 days?

  • Immerse yourself in, and learn as much as you can about the Compliance, Legal and Risk business, agile model, product model, the company, and our advisors
  • Bring a fresh perspective, ideas, and critical thinking to how our growing team operates, consistently asking questions and pushing for progress over perfection
  • Work with others in the team, department, and across the company to understand the LPL ecosystem and how it pertains to our strategic plays, business line and product development

What are we looking for?

  • 5-10+ years of experience in product management, consulting, program & project management, preferably within a financial services or related Fintech firm
  • Strong securities product knowledge and deep understanding of respective suitability risks and fiduciary standards.
  • 5+ years participating, developing, cultivating, and leading strong, high-performing teams in an agile environment
  • 5+ years as a Product Owner
  • Certified Scrum Product Owner and/or Professional Scrum Product Owner preferred
  • Strong leadership, communication, writing, and relationship skills across varied levels of influence
  • Think strategically, execute tactically - excellent analytical and logic skills
  • Ability to work well in a fast-paced, changing environment
  • Ability to partner with both technology and business Associates to develop and implement solutions
  • Strong knowledge of project life cycle, Excel, and PowerPoint
  • Ability to multi task and work independently
  • Flexibility and organizational change management experience
  • The ability to work in a cross-functional team and drive outcomes without having direct authority
  • Must be able to comfortably and effectively communicate cross-functionally with multiple technical and non-technical teams
  • Outstanding organizational skills, especially with adapting to change and shifting priorities appropriately
  • Ability to size and scope features and stories, and use quantifiable methods to prioritized work
  • Actual working experience and demonstration of competency as a PO within SAFe, including leading PI planning breakout sessions and PI objectives for a product team is a major plus.
  • Ability to effectively address “cost, performance, and schedule” constraints
  • Translate strategic vision into technical specifications

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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