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AVP, Technology Product

Job ID: R-020966 Date posted: 01/24/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , CA-San Diego

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!

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:

Working independently, the AVP, Technology Product role oversees the product teams that deliver technology solutions to our end users to better support our advisors and their investors. The individual will be well versed in lean agile product management and have experience with the skills listed below. The principle responsibilities for this position will be focused on setting up the business and technology teams for success. This will include working cross functionally to ensure the product roadmaps, requirements, user stories, journey maps, and creative designs are well defined and understood by the teams for high velocity execution.

The AVP, Technology Product will oversee the lean agile development teams. Activities will include daily oversight of development backlogs, product demos, design sessions, sprint planning, program increments, solution architecture and software engineering to deliver value through frequent product releases.


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

  • Part of team responsible for improvement recommendations/execution and enable the development of new growth opportunities by defining business cases and OKR

  • Partner with all stakeholders to evaluate build versus buy decisions to support the product application suite / architecture

  • Partner with product management (on the product team), delivery teams and technology partners and key business partners to establish and nurture the product development lifecycle

  • Partner with digital designer (on the product team) to ensure a consumer centric design approach is executed at the center of the product engagement, driving decisions for product outcomes, and drives the creative and user experience

  • Partner with all stakeholders to define high level requirements

  • Responsible for managing a lean agile team to execute against a product backlog that builds high quality software solutions.

  • Responsible for ensuring that the management and prioritizing the agile backlog is executed effectively on all product teams.

  • Accountable for release planning to coordinate cross functionally when dependencies exist between product releases

  • Ensures teams are developing high quality user stories, business architectures and solution architectures that are well defined to set the team up for success in execution.

  • Leads the teams in managing all defects for the products, and partner with first line support resources to create knowledge articles, do problem management and reduce technical debt.

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.


  • Bachelor’s degree or equivalent work experience

  • 10+ minimum years of experience in the IT industry

  • 5+ minimum years of Business Analysis experience

  • 5+ minimum years of Product Management experience within an agile delivery framework

  • 3+ minimum years of financial services experience (wealth management or brokerage services)

Core Competencies:

  • Understanding the broader business vision along with technologies from an architecture solution perspective

  • Passion for delivering the best client experience both internally and externally

  • Demonstrated ability to work independently and collaboratively with all levels of staff and management across multiple partner teams

  • Exemplary collaboration, interpersonal, and presentation skills

  • Superior skill and ability in multi-tasking and appropriate prioritization

  • Ability to effectively respond to dynamically changing work environment and to positively influence business outcomes

  • A track record of innovative thinking and problem solving


  • Advisory Product Experience

  • Wealth Management, Brokerage Services, or Trading experience

  • MBA or other equivalent work experience

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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