VP Product Management, Trading
The Product Management team within LPL’s Investor & Investment Solutions (IIS) group is responsible for delivering a highly competitive set of investment solutions. The focus of this role will be executing on a variety of initiatives that support our Annuities, Alternative Investments & Insurance strategic product roadmap. This is a fluid product management team focused on building efficiency, being accountable and executing outcomes cross functionally. Individuals in this role must have a full understanding of, and ability to explain, all business aspects of our products/platforms and must be able to work with numerous business units across the firm. The teams’ goal is to leverage the strengths of our existing model, enhance the capabilities we offer our advisors and execute with excellence.
The Vice President, IIS - Trading is responsible for managing and further developing LPL’s trading capabilities. LPL is continuously enhancing their trading solutions. This role will be responsible for work on our trading platform, technology implementation across security types, multiple vendors and systems. Drives the creation and maintenance of the product roadmap and portfolio. Works with a diverse group of cross-functional teams in a process-driven manner to ensure creative and continuous improvements – with the goal of exciting our advisor base, leading the market, and attracting additional business.
Execute implementation of new trading capabilities with a specific focus on Annuity, Alternative Investments and Insurance platforms. Drive adoption of new systems or functionality.
Utilize LPL’s strong Balance Sheet as a strategic differentiator from competitors and identify innovative solutions to help our advisors grow
Maintain and enhance current Trading Platform for our clients to assist in efficiency gains for the advisors at LPL
Align trading capabilities with the marketplace so that we are competitive and look for opportunities to be differentiated versus our peers
Ensure the proper risk management oversight and controls are developed
Product Management ownership leading significant opportunities to define and execute on a roadmap to develop a competitive program and enhance and customer satisfaction
Define and implement strategic profit and growth roadmaps for assigned products.
What are we looking for?
We want strong collaboratorswho 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.
7-10+ years related experience in trading; with a strong understanding of industry
Experience across Advisory, Brokerage, various security types and order entry platforms
Skilled in Rebalance and Overlay trading functionality
Proficiency in Microsoft Office products
Ability to asses and develop operations infrastructure needed to implement
Increase penetration via advisor dialogue and investor marketing campaign to drive higher adoption and ultimately revenue
Articulate, confident, driven professional with the ability to work with experienced professionals in a results-oriented, fast-paced and growing environment
Understanding of the regulatory landscape with regard to trading
High level of intellectual curiosity and business acumen
Demonstrated ability to effectively interact with all levels within an organization
Superior communication and presentation skills
Strong project management and organizational skills, attention to detail and the ability to prioritize and multi-task
MBA, CFA or advanced degree a plus
Series 4, 7, 24, 53, 55 and 66
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.
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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.