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VP, Product Management

Location: Fort Mill, South Carolina; San Diego, California

Job ID: R-026607

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Overview

LPL is an entrepreneurial, transformative financial services company, driving growth and exciting possibilities for our clients, their customers, and our own people. This is where you can dream up new ideas for financial services, deliver solutions on modern platforms, and leverage digital-first technologies – all as we become a cloud-based technology organization. Join us and discover everything you can touch with the nation’s largest independent broker-dealer firm and a Fortune 500 company.

  • Full Time
  • Level: Mid

Success Profile

What makes a good Tech Professional at LPL Financial? Check out the traits we’re looking for to see if you have the right mix.

  • Communicator
  • Proactive
  • Self-starter
  • Collaborative
  • Curious
  • Team player

Hear From Our Tech Team

anthony verriello smiling

Hear From Our Tech Team

We are as obsessed with our employee experience as we are passionate about the success of our customers and work hard to ensure an inclusive and entrepreneurial environment where our people can innovate and thrive.

Tony

SVP, Technology

Hear From Our Tech Team

rashmi prakash Smiling

Hear From Our Tech Team

We’re a Fortune 500 company that is also the largest independent broker dealer in the country. With LPL, you have the opportunity to join the organization at the beginning of our technology transformation journey to a cloud-based organization.

Rashmi

Distinguished Architect

Hear From Our Tech Team

kirk windisch smiling

Hear From Our Tech Team

LPL is a growing company with a healthy balance sheet that is heavily investing in its technology. Our company culture is collaborative, humble and supportive, and our entrepreneurial spirit helps drive us toward innovative solutions that exceed the expectations of our customers.

Kirk

SVP, Product Platform Development

Hear From Our Tech Team

megan perry smiling

Hear From Our Tech Team

Technology is best when it brings people together. LPL takes care of our employees because we know the best talent, when encouraged to be creative, produce real solutions that deliver the highest value to our advisors and their investors. Your voice matters.

Megan

SVP, Planning and Portfolio Management

Our Culture

Collaborative. Welcoming. Entrepreneurial. Mission-driven.

We’ve created an amazing environment at LPL, but we’re not done yet. Join us on an exciting transformation as we embrace our inner-fintech and define the future of wealth management technology.

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Benefits

  • Maternity & Paternity Leave

  • 401(k) & ESPP

  • Professional Development

  • Flexibility

  • Health & Wellness Programs

  • Agile Environment and Collaboration

Job Description

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Responsibilities

Job ID R-026607 Date posted 10/27/2022

Are you someone with a professional background in finance, consulting, or product management? Are you a strategic thinker with excellent analytic capabilities and experience? Are you looking to focus on the software development, mergers & acquisitions, and strategy space?

Excited to learn more? If so, then this could be the role for you!

Job Overview:

LPL Financial is seeking a Vice President to join our Business Model Strategy team within LPL’s Business Development group, one of the most visible departments in our organization. As a trusted business partner, you will drive outcomes, lead cross-functional teams, and contribute to the deep and thoughtful analysis that enables our leadership team to make informed decisions regarding product development, M&A transactions, and our organic growth strategy.

The ideal candidate for this role has a combination of strong business acumen, a consulting mindset, and software, product, and financial knowledge to assist with the development and delivery of new business lines, software tools, and integration of proprietary M&A. Additionally, you will ensure creative and continuous improvements to our advisor facing products – with the goal of exciting our advisor base, leading the market, and attracting additional business.

This team within Business Model Strategy focuses on product & program management, specifically the execution of large cross-functional programs to support our strategic initiatives and product development efforts arising from LPL's Business Models. The teams’ goal is to leverage both the strengths of our existing business model and expand into new markets where we enhance the capabilities we offer our customers in the wealth management space. You will have the opportunity to work on the firm's highest priority initiatives to provide leadership with timely, accurate, and insightful commentary and recommendations. You will gain a full understanding of, and the ability to explain, all business aspects of our products/platforms while working with numerous business units across the firm. 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.

Responsibilities:

  • Drive the management of strategic initiatives through the establishment and ongoing leadership of a program governance structure that ensures stakeholder engagement and efficient program and product execution

  • Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs

  • Drive decision-making for the business and demonstrate persistence in raising issues to the proper levels for attention and driving transparency at all levels surrounding program execution

  • Create best-in-class reports and prepare presentations related to LPL’s strategic plays, potential M&A transactions, and growth initiatives that are SVP+, C-Suite, and Board ready

  • Develop roadmaps, plans, and metrics that communicate progress, risks, issues, and approach to execution that support continuous learning and improve outcomes. Sets a high bar for results through repeatable, scalable processes

Requirements:

  • Bachelor’s degree in a related field required; MBA or other advanced degree preferred

  •  7+ years of experience in product management, management consulting, corporate strategy, program & project management preferably within a financial services or related FinTech firm

  • 5+ years of developing, cultivating, and leading strong, high-performing teams in an agile environment

  • Flexibility and organizational change management experience

  • The ability to work in a cross-functional team and drive outcomes without having direct authority

  • Expert communication skills, both written and oral, with the ability to present materials to the highest levels in the organization and serve as one of the recognized subject matter experts on the team

  • Demonstrate business acumen and the ability to interact with senior leaders, including developing, presenting, and gaining approval on any business cases and funding requests

  • 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

  • Demonstrated ability to interact and influence senior leaders

  • Ability to create a strategy/plan that articulates that incorporates a business’s vision

  • Expert consensus-builder who drives change across initiatives within and outside direct accountability and evaluates solutions to the most complex business challenges

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 @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.

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