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AVP Peformance Reporting

Job ID: R-002448 Date posted: 03/23/2018 Primary Location CA-San Diego

Company Description:

LPL Financial is the nation’s largest independent brokerage firm with more than 14,000 independent financial advisors in more than 4,000 branch offices nationwide. LPL Financial has been ranked the number one broker dealer in its class consistently over the past 10 years. Financially strong and growing, its corporate offices are in Boston, San Diego, and Charlotte.

Job Description:

We are currently seeking a Product Manager with a strong background in the investment services industry. The most qualified candidates will have customer facing experience in investment services or banking as well as exposure to software/product development. A strong understanding of client statements, performance reporting and data management is preferred.

As Product Manager, you will focus on competencies that are business and customer-facing.  You will guide a team that is charged with a product line contribution as a business unit. This extends from increasing the profitability of existing products to developing new products for the company. You will build products from existing ideas, and help to develop new ideas based on your industry experience and your contact with customers and prospects.

You must possess a unique blend of business and technical savvy; a big-picture vision, and the drive to make that vision a reality. You must enjoy spending time in the market to understand their problems, and find innovative solutions for the broader market. You must be able to communicate with all areas of the company. You will work with an engineering counterpart to define product release requirements. You will work with marketing communications to define the go-to-market strategy, helping them understand the product positioning, key benefits, and target customer. You will also serve as the internal and external evangelist for your product offering, occasionally working with the sales channel and key customers.

Key Responsibilities:

The ideal candidate will transition into a technical, product management role supporting several of LPL’s advisor and client facing reporting systems. In support of those systems, you will be expected to:

  • Become an expert in the usage and architecture of our client reporting systems
  • Review, organize and prioritize regularly collected product suggestions
  • Interact with customers and gather feedback about current and future features
  • Work with the product management team in order to lay out and maintain product roadmaps
  • Build and refine business requirement documents
  • Work with business partners and customers to continually prioritize and re-prioritize project requirements
  • Regularly review and prioritize product defects

Core Competencies:

Demonstrated expertise in Market Identification:

  • Competitive Analysis, Market Analysis, Product Positioning, SWOT Analysis, Buyer Personas, Adoption Metrics, Market Segmentation

Demonstrated expertise in Product Definition:

  • User Personas, Roadmap, Market Requirements Description, Business Requirements Definition (BRD), Epic Journeys (Business Requirements)

We offer a competitive salary and benefits package. Please login or create an account to apply to this position. Principals only. EOE

Our Company:

LPL Financial, the nation’s largest independent broker/dealer since 1996* and the fourth largest broker/dealer overall, serves as an enabling partner to more than 14,000 independent financial advisors and approximately 700 financial institutions. Since its formation decades ago, LPL has focused on one primary mission -- enabling independent financial advisors to bring objective and un-biased financial advice to millions of Americans. 

Headquartered in Boston, San Diego, and Fort Mill, and powered by more than 3,300 client-centric employees, LPL is financially strong and growing.

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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  • Information Technology, San Diego, California, United StatesRemove