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VP, IIS Product Manager Trading

Job ID: R-002668 Date posted: 04/09/2018 Primary Location CA-San Diego Other Locations SC-Fort Mill

The Investor and Investment Solutions (IIS) organization is expanding its product management team and currently hiring a product leader to drive the management and execution of our Trading platforms.  The ideal candidate will have knowledge of our competitive landscape, understand the needs of our advisors and be comfortable driving outcomes across broad cross functional teams.

Candidates for this role must have a keen business understanding of trading and the abilities that our competitors currently offer. They will leverage this expertise to work with our advisors, vendors and key internal partners to determine how to evolve LPL’s trading offering to deliver improved experiences and functionality.

Essential Functions:

  • Provide insights based on industry experience for the trading of all LPL investments including equities, mutual funds, fixed income, options, annuities, and alternative investments
  • Leads the creation and maintenance of the product roadmap and portfolio to deliver a great trading experience for our clients and internal stakeholders across brokerage and advisory accounts
  • Ability to lead a diverse group of cross-functional teams in a process-driven manner to ensure continuous improvements in all trading areas. These plans must be informed by changes in the financial services industry including evolving business models, regulatory changes, and market conditions.
  • Drive insights and practical recommendations from feedback from advisors, internal stakeholders and key partners across the enterprise
  • Provide executive level updates, improvement recommendations and enable the development of new growth opportunities


  • Bachelor’s degree in a related field; MBA or other advanced degree preferred
  • 5 to 10 years of experience with trading from the perspective of brokers/advisors or with key vendors in the industry (e.g. BETA, DST, Vestmark, Folio etc.)
  • 5+ years of experience in product management related roles with a broker dealer, RIA, investment or financial services firm
  • Strong leadership and team change management experience
  • The ability to work in a cross-functional team without direct reporting lines
  • Effective communication skills, both written and oral, with ability to present materials to the highest levels in the organization and serves as the recognized subject matter expert
  • Demonstrated ability to interact and influence senior leaders
  • Ability to create a strategy/plan that articulates that incorporates a business’s vision
  • Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
  • Actively anticipates, identifies and manages risks within position scope and at the company
  • Expert consensus builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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