Senior Product Manager, Advisory ProgramsApply Job ID: R-020636 Date posted: 03/14/2022 Primary Location SC-Fort Mill Other Locations CA-San Diego
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 Senior Product Manager of Advisory Programs role will focus on managing LPL’s Strategic Wealth Management (SWM) program serving third party RIAs and three programs delivering separately managed accounts (SMAs) to LPL’s various channels. The position involves being the central point of contact for these programs: resolving issues; identifying opportunities to enhance the programs; and driving program initiatives forward. A successful candidate will demonstrate the ability to solve problems independently, multi-task, engage with advisors, and communicate with various teams across LPL.
Owns the day-to-day running of the advisory programs and any issues that arise. Programs include: Strategic Wealth Management (SWM), Manager Select, Manager Access Select and Manager Access Network
Engage with key partners on a routine basis to drive the success of the programs. Examples include working with the investment product and research teams on product availability; the marketing team on collateral and messaging; sales teams on feedback and escalations from advisors; etc.
Participate in and lead approved projects that improve the competitiveness of these programs
Own the documentation of the program strategy and explore opportunities to evolve the strategy based on industry research and advisor & business partner feedback
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 in a related field
3+ years of experience in investment management, product management and advisory related roles with a broker dealer, RIA, investment or financial services firm
Previous experience in advisory programs – specifically with Separately Managed Accounts, updating the pricing of advisory programs, and / or evolving the technology experience of an advisory program
Familiarity with systems that are the underpinning of advisory programs: trading, billing, proposal generation & analytics, client reporting, advisor work stations, investor portals, etc.
Experience effectively communicating with different departments across a large organization to drive change
Ability to author, review and manage Business Requirements Documents and other critical documents in the SDLC process
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.