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IIS, AVP, Product Manager

Job ID: R-003435 Date posted: 06/12/2018 Primary Location SC-Fort Mill Other Locations CA-San Diego

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 all advisor-facing reporting tools and capabilities, including performance reporting, practice management reporting and integrated dashboards across LPL’s diverse advisor base. This role must exude a passion for product management in a manner that results in the utmost satisfaction of our Advisors and their clients.  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.

This role will be required to leverage their knowledge and skill set to work with our advisors and internal teams to deliver the technology and workflows that enable LPL to continuously improve our advisors’ experience while ultimately providing them with proactive client insights to manage their business more efficiently and productively.  Collaboration with internal business partners will be critical to ensure that these capabilities are delivered in a manner that delights our clients, maximizes our business objectives, and meets all regulatory requirements.

Essential Functions:

  • Candidates for this role must have experience and knowledge of Investment platforms, including brokerage, advisory and UMA. The role will also deal in detail with end investor reporting, business management reporting for our advisor offices, as well as nuances including sleeve-level performance reporting and third party data integration processes. 
  • Drives the creation and maintenance of the product roadmap and portfolio across ClientWorks reporting and dashboard tools (Performance Reporting, Practice Reporting, Advisor Dashboards, etc.), as well as all third-party data and reporting capabilities (Consolidated Vendor Reporting, Electronic Data Delivery, APIs, bi-directional data flows, etc.)
  • 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
  • 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

Qualifications:

  • Passion for driving the Advisor and Investor experience and ability to persuade others to share this vision, collaborate and execute.
  • Bachelor’s degree in a related field; MBA or other advanced degree preferred
  • 4-7+ years of experience in product management related roles with a broker dealer, RIA, investment or financial services firm
  • Experience in authoring, reviewing and managing Business Requirements Documents and other critical documents in the SDLC process
  • Working knowledge of components relevant to LPL’s product suite (Advisory, Brokerage, Mutual Funds, ETFs, Annuities, UITs, Alt Invs, SMAs, etc.)
  • Working knowledge of components relevant to an advisor’s practice management needs (Assets, Revenue, Sales, Trends, Client Segmentation)
  • Experience and/or working knowledge of industry-related firms, including, Morningstar, Thomson Reuters, Orion, Albridge, etc. 
  • Leadership and team change management experience
  • The ability to work in a cross-functional team
  • 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

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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