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AVP, Technical Product Manager

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

Job ID: R-026557

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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.

Learn more
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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-026557 Date posted 11/08/2022

Are you a team player? Are you curious to learn? 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 is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.  We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Job Overview:

LPL’s Technology Solutions team is looking for a detail oriented Product manager with a broad range of technical skills and a customer service mindset to build, manage and grow our customer-facing technical support program.

Technology Solutions provides end-to-end technology and support for a select group of LPL’s independent financial advisor customers.  You will be part of a small team working alongside internal support teams, business partners, and externally managed service providers to deliver world-class technology and service to our customers.

This position will be responsible for overall assessment, maintenance, improvements and ongoing management of our current program iteration.  The successful candidate will work with the team and business partners to develop efficiencies in current processes, identify areas for improvement, take action on customer feedback, manage escalations, and develop a strategy for future iterations of the program.

Responsibilities:

  • Provide program oversight and management including dotted line management of program field technicians

  • Assess and improve internal processes and procedures

  • Identify program issues or weakness and drive change and/or correction

  • Build product and service tie-ins with other departments and groups including Information Security and Compliance teams

  • Act as a liaison between clients, LPL services, and vendors providing technology services and support

  • Oversee field deployments for clients remotely, or onsite, as needed. Triages with vendors for onsite dispatch when required

  • Act as project manager for Advisor onboarding’s, working closely with engineers, LPL project managers and 3rd party vendors

  • Meet regularly with clients to obtain feedback

  • Ensure and/or improve client satisfaction to promote client retention

  • Act as point of escalation for service related issues, potentially after hours or on weekends, as needed

  • Consult with Advisors to understand practice needs and recommend appropriate services to meet those needs

  • Manage budgets for software/hardware purchases, vendor contracts, and travel

  • Develop strategy and roadmap for future program improvements and iterations

  • With little direct supervision, problem solve a myriad of issues relating to security/compliance, operations, and technology concerns

  • Maintain current knowledge and understanding of LPL's offerings, Sponsor products, market dynamics and industry trends

  • Perform other duties as assigned

  • Regional travel to customer sites up to 25%

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.

Requirements:

  • 7-10 years’ experience in the technology services field

  • 3-5 years’ program or product management experience

  • 2+ years’ of small to medium sized project management experience

  • 2+ years’ of people management and/or task/work management experience

  • Understanding of network management (Azure, Cisco Meraki, VOIP phones, telephony and cabling)

  • Ability to travel to customer sites up to 50% of the time

Core Competencies:

  • Solid technical knowledge of end-user technologies (Office 365 platform, end-point security, device management, remote management agents)

  • Exceptional customer service and interpersonal skills, with a focus on rapport-building, listening

  • Excellent communication skills both written and verbal

Preferences:

  • Managed IT Services and/or IT Field Services experience

  • Budget management

  • Experience with Financial Services companies in the SMB space a plus (Broker Dealers, Insurance Brokers, RIAs, Hedge Funds)

  • BA/BS degree in computer science, business or related field

  • Experience with financial services applications / trading environments

  • Familiarity with Salesforce.com, Redtail or similar CRM tool

  • Sales experience

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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